"The cookie thing keeps me up at night more than the AI thing. The AI thing used to keep me up more at night, but now I have more optimism."
"I think less has changed than more. So maybe there's 30% of the Chrome users that will have cookies, and that might be a helpful signal."
"Ultimately, for us, the yield is four times higher on first-party than it is [in the] open auction and so we have an economic incentive."
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