EP1 – AI + ads, Slinging content to LLMs, Economically rational advertisers, The Elon ad tax, Kroger and Disney? and is Amazon eating the RMNs.
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The Rise and Fall of Amazon Ads
Daniel: Amazon was about $40 billion of ads last year. Walmart was the next closest at about $3 billion. And then you start going down the lid, you know, targeted at a billion in Uber at $500 million reportedly. Daniel: I think my takeaway is that brands and advertisers are really going to be the big winners here. You're going to have all these, whether it's retail media, connected TV and social players continuing to fight for attention and ad dollars.
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