From video
Interpreted Prediction
Predicted that The Trade Desk (TTD) will likely have to lower the percentage they charge companies to compete with Amazon, which will hurt their margins.
AI Evaluation Notes
Based on recent reports and financial analysis, The Trade Desk has not significantly lowered its percentage charged to companies to compete with Amazon in a way that has drastically hurt margins. While competition is always a factor, TTD's overall revenue and margin performance has been stronger than predicted.