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Google, The Trade Desk, and Reddit reflect shifting open web economics

The news: Google’s courtroom admissions, investor unease with The Trade Desk, and Reddit’s new publisher push underscore a digital ad market undergoing rapid transition and mounting strain.

Mixed signals: In its ongoing antitrust case, Google privately acknowledged that “the open web is already in rapid decline,” contradicting its public stance that traffic to publishers remains healthy under AI-powered search.

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