Let’s start with a bedtime story that is currently keeping the General Counsel of a $10 billion company awake at night.
In June of this year (2025), a developer named Michael Luo (known online as “AzianMike”) decided he was tired of paying DocuSign $15 a month to sign three PDFs.1 He didn’t complain on X (formerly Twitter).
Let me give you some context before I start ranting. I’ve been in the trenches of media technology for 25 years. I was writing code for Set-Top Boxes (STBs) when “on-demand” meant walking to Blockbuster. I built the architecture for the first DVRs that let you pause live TV. I have worked on engineering the streaming pipes that allow you to binge-watch in 4K without buffering and to figure out how to connect a second screen device to a Satellite Pay TV system.
If you manage an advertisement driven OTT platform on connected TVs that streams Video on Demand ( VoD) or 24 / 7 linear live content, then you would have definitely come across Google Ad ecosystem. Google leads the world in online advertising. Whether its search, websites, mobile apps and now, connected TVs and other streaming devices like Fire TV and Roku, Google commands the first port of call when someone needs to generate revenue online using advertising.
Online Programmatic advertising is growing by leaps and bounds. While Google and Facebook lead the advertising industry in their own way across many geographies, there are a lot more innovations happening beyond these two companies. Programmatic advertising started more than two decades ago, but within last 10 years, it has grown significantly with a lot more players like The Trade Desk, Pubmatic, Rubicon, OpenX, SpotX, MediaMath and hundreds of other big and small advertising technology companies.