“Margins in small AdTech dropping, as is follow-on venture investment.”

I concur. Margins in small AdTech dropping, as is follow-on venture investment.—
Dave Morgan (@davemorgannyc) November 27, 2012

“There are 300 $50 mil or less ad tech co’s that won’t make it. Don’t invest in them.”

There are 300 $50 mil or less ad tech co's that won't make it. Don't invest in them. Ad.com's Ned Brody #ignition2012—
Dave Morgan (@davemorgannyc) November 27, 2012

“Yahoo is likely to buy something in the ad-tech space.”

Business Insider writes that Yahoo is likely to make acquisitions in the ad tech space:

Yahoo is likely to buy something in the ad-tech space. Mayer chose not to sell Yahoo’s ad-tech business. She plans to invest in it. There are going to be purchases, a source tells us. “Will there be big deals? Yes. Will they be crazy prices? No.”

via Marissa Mayer’s M&A Plans – Business Insider.

I’m not sure how I feel about that.  Allocating resources to ad tech does not address Yahoo’s core problem.  Money should be spent to address the core problem or to create a product that’ entirely new.