According to a recent LinkedIn post from Bonsai, the company is drawing attention to structural changes in digital advertising effectiveness as third-party cookies lose reliability. The post describes how privacy shifts such as iPhone settings, browser rules, and regional regulations may be distorting performance metrics for brands.
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The company’s LinkedIn post highlights a scenario in which advertisers can report more conversions while realizing less actual growth, as spend is repeatedly recycled into the same trackable users. For investors, this perspective underscores a growing need for alternative measurement and targeting solutions in a cookieless environment, a trend that could benefit firms positioned to offer more robust attribution and optimization tools.
The post suggests that what was once a scalable growth engine has become a competitive battle over a shrinking pool of visible users, potentially reducing return on ad spend across the ecosystem. If Bonsai is building products to address these challenges, the highlighted dynamics could translate into rising demand from marketers seeking more accurate growth signals and improved efficiency in their digital budgets.

