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Amazon's Ad Business Soars + AI APIs — With Benedict Evans
Big Technology Podcast
Shopify - The Challengers?
Amazon became Amazon because it had this first party marketplace. But now it's effectively, as you're saying, become a third party marketplace in its retail operation and an ad house. You look at the challengers like Shopify. And another number that struck me is that Shopify is 45% as big as the Amazon marketplace. So if you can't differentiate yourself by a first party marketplace and you play only in the third party marketplace game, do you then open yourself up to challenges from a company like Shopify?
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