Share
The FPC Podcast
Episode 2: Mike Follett, CEO & Co-founder, Lumen
In this episode of the FPC podcast, the team discusses the latest financial news in ad tech, focusing on mergers and acquisitions, the rise of Super Signal Aggregators (SSAs), and the verticalisation of ad networks. The conversation features insights from industry experts on the importance of data and attention technology, as well as the evolving landscape of B2B marketing. In this conversation, Mike Follett discusses the evolution of Lumen's partnerships, the importance of simplicity in ad tech, and how attention metrics correlate with brand uplift and profit. He emphasises the future focus on signal aggregation and AI's role in enhancing creative capabilities. The discussion also touches on the challenges of navigating valuations and the importance of capital efficiency in building sustainable businesses.
00:00 Introduction and Team Dynamics
03:09 M&A Trends in Ad Tech
06:10 The Rise of Super Signal Aggregators
09:02 Verticalisation in Ad Tech
11:56 The Future of B2B Ad Networks
14:54 Lumen's Role in Attention Technology
20:42 Partnerships and Client Demand
23:31 The Importance of Simplicity in Ad Tech
24:52 Linking Attention to Brand Uplift
28:52 Future Focus: Signals Aggregation and AI in Creative
32:03 Navigating Valuations and Capital Efficiency
More episodes
View all episodes
21. Episode 21: FPC launches Fund 2 with a strategic investment from Index Exchange
35:45||Ep. 2100:00 Introduction to Index Exchange and FPC Fund 205:11 Andrew Casale's Early Journey in Ad Tech09:54 The Evolution of Index Exchange14:59 Business Model and Market Strategy19:52 Trends in Ad Tech: AI and Sell-Side Curation25:03 Index's Corporate Dev Strategy and Potential IPO Plans29:52 Index's Strategic Investment into FirstPartyCapital20. Episode 20: Q&A with Brian Wieser, Founder of Madison and Wall
37:55||Ep. 2000:00 Introduction to Brian Wieser and His Background03:02 Impact of Tariffs on Digital Advertising05:45 De-globalization and Its Effects on Advertising09:13 Emerging Opportunities in European Markets12:05 Perception Issues in Advertising15:00 The Role of Advertising in Business17:54 The Future of Agencies and Services20:54 Under-appreciated Trends in Media and Advertising19. Episode 19: Matthew Goldhill, CEO of Picnic
38:36||Ep. 1900:00 Introduction to Financial News and Guests01:26 M&A Activity in Ad Tech / Insights on Greenbids Acquisition10:02 Founder's Perspective on M&A14:09 Picnic's Fundraising Journey22:02 Shift to Media Quality at Picnic29:55 Ad Tech Partnerships and Curation36:05 Future of Picnic and Industry Trends18. Episode 18: Launch of FirstPartyStudio
36:52||Ep. 1800:00 Introduction to FirstPartyStudio05:26 The Role of a Venture Studio12:35 Incubation and Innovation Strategies19:30 Building an Expert Network25:48 Investor Perspectives and SEIS Opportunities17. Episode 17: Q&A with Mark Zagorski, CEO of DoubleVerify
30:32||Ep. 1700:00 Introduction to Mark Zagorski and DoubleVerify04:59 Mark's Journey in Ad Tech10:08 The Evolution of Ad Tech and DoubleVerify's Role15:10 M&A Strategy and Investment Insights19:56 DoubleVerify's Investment in FPC and Future Collaborations16. Episode 16: Q&A with Shane Shevlin, CEO & Co-Founder of Bedrock
38:27||Ep. 1600:00 Navigating the Current Economic Landscape02:59 Shane Shevlin's Journey in Ad Tech05:53 The Impact of Recent M&A Activity08:58 Insights on WPP's Acquisition of Infosum11:48 The Future of M&A in Ad Tech15:08 The Rise of Curation in Ad Tech17:54 Bedrock Platform: A New Player in Ad Tech20:56 The Role of Bedrock in the Ad Tech Ecosystem24:05 The Future of Media Buying and Curation26:59 Investment Opportunities in Bedrock30:07 Conclusion and Future Outlook15. Episode 15: Q&A with Mathieu Roche, CEO & Cofounder of ID5
35:51||Ep. 1500:00 Introduction and Industry News10:00 Mathieu Roche and ID5 Overview20:01 Funding Journey and Challenges24:04 Acquisitions and Market Trends31:56 Agency Success in Acquisitions14. Episode 14: Q&A with Anne Coghlan, COO & Cofounder of Scope3
35:47||Ep. 1400:00 Introduction to Scope3 and Anne Coghlan02:30 Anne's Journey in Ad Tech04:02 Scope3's Mission and Sustainability Focus06:42 Fundraising Experience in Ad Tech09:06 Latest Product Launches and Innovations13:22 The Role of Super Signal Aggregators18:31 Partnerships and Collaborations23:38 Future Vision and Market Positioning13. Episode 13: T-Mobile buys Blis, Publicis acquires Lotame, the evolution of Super Signal Aggregators (SSAs)
37:54||Ep. 1300:00 Introduction and Overview of Recent Acquisitions01:25 T-Mobile's Acquisition of Bliss: A Strategic Move05:59 The Implications of T-Mobile's Strategy in Ad Tech11:50 Publicis Acquires Lotome: Industry Reactions14:12 Curation and the Evolution of Ad Tech19:00 The Rise of Sell-Side Curation26:26 Future Innovations in Ad Tech and Data Privacy32:21 AI in Ad Tech: Opportunities and Challenges