The ultimate power play is always locking up the plumbing.
While everyone burns cycles on "differentiation," someone just quietly bought the foundational identity layer of the open web. Control the de facto user ID, & you dictate the rules of engagement for the entire industry.
I can’t believe it took someone this long to lock up the defacto programmatic user id data asset. I kept wondering why all these companies searching for differentiation didn’t put a ring on it. Can you imagine the chaos you can cause for your competitors if you suddenly tank the id delivery for their campaigns?