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Amazon's Ad Business Soars + AI APIs — With Benedict Evans
Big Technology Podcast
The Big Tech Drawback
Do you think this entire big tech drawback, the narrative, was overblown? Oh, it's a long time since I was an equity analyst. And I think about valuations as little as possible. This isn't like what happened in 2000 when the growth of people expecting just disappeared. We are now roughly where we would have been if the pandemic happened.
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