Just Featured on Adweek: Jeff Green Is Betting $150M That The Trade Desk Becomes AI Era Infrastructure
When a founder wires $150 million of his own money into a stock that is down 60 to 70 percent, he is not just betting on his company. He is betting on how media will be bought in the future.
Jeff Green’s open market purchase of roughly 6 million shares of The Trade Desk, about $148 to $150 dollars in personal capital, comes after a brutal derating across adtech and high-multiple software.
The Trade Desk’s revenue is still growing in the teens, but it has clearly slowed, and 2026 guidance landed softer than investors wanted. Add in noisy debates around pricing and competition, plus a market still trying to price what large language models like Claude and ChatGPT mean for incumbent platforms, and the instinctive response has been simple: mark down the stock.
Because, you do not pay peak era valuations for what Wall Street views as yesterday’s model…