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Amazon's $40B advertising business

whatshot 5 snips
Mar 12, 2023
31:00
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1
Introduction
00:00 • 2min
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2
What Prompted Amazon to Start Breaking Down What Was in Other?
01:50 • 5min
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3
Amazon
06:25 • 2min
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4
Is There a New Manifestation of Something That's Very Old?
08:17 • 3min
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5
Is There a Co-Hero Rational Reason Why We're Focusing More on First-Party Data?
10:48 • 2min
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6
The New Gatekeepers
12:43 • 4min
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7
Amazon Advertising TikTok
16:28 • 2min
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8
The Unbunding of Google
18:23 • 4min
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9
Amazon Private Label in 2021
22:33 • 2min
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10
Is This the End of the Suburban Mall?
24:34 • 4min
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11
Amazon's Advertising Business Is at 38 Billion Dollars
28:14 • 3min
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Amazon sold close to $40bn of advertising last year - bigger than Prime, bigger than the entire global newspaper industry and probably more profitable than AWS. But is this really advertising, rent, or something else? And what does that mean for Google?

Blog post and charts 

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