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Safari and Firefox have already started to wean advertisers from them. Decisions that affect Chrome—with a nearly two-thirds market share —are decisions that affect the Internet, especially paid advertising. The first three go hand-and-hand—if advertisers can measure and get a good return on ad spend, they’ll keep buying ads.
. “We’re not AdTech investors,&# I’d push back, “we just have a bunch of companies in the portfolio that are working in and around online advertising.&# Most of our AdTech investments would be labeled “glue&# (they were all connecting or intermediary technologies – just applied to online advertising).
. “We’re not AdTech investors,” I’d push back, “we just have a bunch of companies in the portfolio that are working in and around online advertising.” To be clear, we’re not breaking out online advertising as a theme of its own – we still think of it as a subset of our Glue investing.
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