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TV, merchant media and the unbundling of advertising — Benedict Evans

Source: Essays — Benedict Evans

By: Benedict Evans

03/18/22

Amazon’s ad business is bigger than YouTube and more profitable than AWS. Shein is the biggest fast-fashion retailer in the US, with no stores. US pay TV subscribers have fallen by a…

Are Amazon ads worth more than AWS? — Benedict Evans

Source: Essays — Benedict Evans

By: Benedict Evans

03/14/21

Does Amazon make more money from ads than AWS? Quite possibly.

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