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Amazon's Ad Business Soars + AI APIs — With Benedict Evans
Big Technology Podcast
Is Your Thesis Getting Off to the Races?
Sally Kohn: I think we've kind of gotten off to the races here to start off. But maybe we take a step back and talk a little bit about this presentation. This year is all about the new gatekeepers, how companies like Amazon are surpassing traditional retail or internet advertising. She says rent and advertising have now sort of become two sides of the same question in the way that they weren't in the past.Kohn: Is your thesis here that we're hitting an inflection point?
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