The document discusses how search is becoming the operating system for display advertising. It argues that lessons from search, like relevance and intent, need to be applied to display for it to be effective. Specifically, it says display needs to shift from bulk impressions to an approach focused on segmentation, targeted creative, automated buying, and ongoing optimization of campaigns based on data. The goal is for display to evolve from the current "golden shower" approach to a new "golden triangle" model based on search advertising techniques.