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philippe indirect

T3 · host / generalist

Serial entrepreneur (Shazam, TrueCar, YouTube early employee); founded Tatari, a TV advertising technology platform with outcome-based measurement and AI media planning; profitable at $100M+ net revenue, mostly self-funded; 300-person team.

1 call·1 name·100% bull·last heard 4 months ago·TBPN
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no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

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$TATARITatariposition

Tatari profitable at $100M+ net revenue using AI media planning to modernize $90B TV advertising

TV ad spend stable at ~$90B/US shifting from linear to streaming; built outcome-based measurement (not Nielsen audience) and AI media planning across 40K linear + 10K streaming entities; doubled revenue with same headcount via AI; advocates direct publisher integrations over programmatic due to concentrated supply; sees convergence of influencer creative testing with TV buying.

TBPN2026-05episode →

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$TATARI
Tatari
HIGHphilippe indirect·TBPN·4 months ago·Google I/O 2026, Birth Rate Debates, SpaceX IPO, Karpathy Joins Anthropic· position
Tatari profitable at $100M+ net revenue using AI media planning to modernize $90B TV advertising
TV ad spend stable at ~$90B/US shifting from linear to streaming; built outcome-based measurement (not Nielsen audience) and AI media planning across 40K linear + 10K streaming entities; doubled revenue with same headcount via AI; advocates direct publisher integrations over programmatic due to concentrated supply; sees convergence of influencer creative testing with TV buying.
"We can plan campaigns with technology and AI built on data sets and rich history in seconds with deadly accuracy across way more buying entities than a human being ever could do.…"
112:30
8
Advertisingtailwind
AI media planning doubles TV ad tech revenue by optimizing across 50K+ buying entities
Tatari CEO shows TV ad market ($90B) stable but shifting to streaming; outcome-based measurement beats Nielsen; AI plans campaigns across 40K linear + 10K streaming entities in seconds; direct publisher integrations beat programmatic due to concentrated supply (top 10 pubs = 90% impressions); sees influencer creative testing converging with TV buying.