Happy New Year and welcome to 2026! In the first episode of the year, Adam and Gareth kick things off with their boldest predictions for the future of ad tech.From the rise of the "Ad Tech Singularity" (where DSPs, SSPs, and data companies finally merge) to the inevitable comeback of open web banners (yes, really), the duo covers it all. They debate whether retail media networks are just selling "fancy value-click" inventory, why performance CTV is bringing IP-address attribution "home to roost," and why AI won't make investors rich (but might make you rich).Plus, Gareth explains why Elon's unhinged tweets might actually be good for Grok's credibility, and predicts the end of the "trust era" in inventory quality. It's a jam-packed episode to set the stage for a wild year ahead.00:00 - Intro & Pontiac Intelligence Shoutout02:59 - The Joys of Parenting Toddlers (AKA "First Principles of Humanity")06:53 - Post-Mortem: The Looming Retail Media Scandal10:04 - Is Retail Media Data Actually Any Good?15:50 - Elon, Grok, and the Future of Truth on X24:35 - Adam vs. DigiDay: The Trade Desk Whisper Campaigns36:58 - Adam's Prediction #1: The Revival of the OLV Market40:34 - Adam's Prediction #2: New AI-Native Agency Models44:01 - Adam's Prediction #3: AI "Gravity" & The Valuation Reality Check46:07 - Adam's Prediction #4: Muscular Behavioral Remedies for Google47:40 - Gareth's Prediction #1: The Ad Tech Singularity (Unbundling is Over)54:46 - Gareth's Prediction #2: Performance CTV & The Return of IP Attribution1:01:17 - Gareth's Prediction #3: The Banner Market Will Grow in 20261:04:13 - Gareth's Prediction #4: Amazon Will Not Beat The Trade Desk1:09:30 - Gareth's Prediction #5: Disappointment with LLM Ad Revenue1:11:44 - News: Marketing Layoffs Due to AI Pressure1:17:27 - Outro

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