Season 8, Episode 1: Articulating a bull case for the open web (with Gareth Glaser)

The open web's advertising shortfall is a fixable performance-marketing infrastructure problem, not terminal traffic decline, says Gareth Glaser.

• Open web undervalued: Google's antitrust trial revealed 8M deduplicated queries/second; at a $2 CPM that's $140M/day, implying the open web is far bigger than perceived.
• Massive CPM gap: Open web is a ~$30B market at low CPMs versus Meta's $6-15 average; applying Meta CPMs would make it a $250B market, per Gareth Glaser.

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