Winner Take All #215 | Big Tech Job Cuts, Grocery Delivery, YCombinator, Google Antitrust
Winner Take All
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Do You Think Google Is Going to Merge Third-Party Ad Business?
Google has its own ad business for its own inventory, right? So buying ads on Google.com and YouTube and other actual Google properties. Then they also have a business where they allow you to buy ads that are served on other third-party websites. And this is where they get into trouble, right? This is kind of the one P versus three P conundrum that you see Amazon stuck with, right? Where they have third-party sellers selling products on Amazon and then they're also selling their own products.
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