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Ad bubble? Why is it a bubble? Ads are not going away only platforms change. It’s the company’s ability to serve the new platform that matters. Are you saying t
by yalogin 9y ago
Ad bubble? Why is it a bubble? Ads are not going away only platforms change. It’s the company’s ability to serve the new platform that matters. Are you saying the number of ads on the internet as a whole is a bubble and that is going to fall off at some point?
- yuhong 9y agoI don't mean that ads will completely go away as the bubble burst. There are several kinds of online ads, and I am particularly talking about third-party tracking ads for example.
- autokad 9y agofacebook's desktop revenue (1.2b q2 2017 vs .9b q2 2015) has not been as robust as mobile, the lions share of their revenue and revenue growth is in mobile (8b q2 2017). its very easy to imagine that evaporating away very quickly in some economic event, especially considering mobile ads haven't really helped companies much (from what I have heard). even google could suddenly become a lot less profitable very quickly. many of the 260~ unicorns spend a lot on ads, a revenue stream that could disappear quite suddenly. i'm not saying its likely, just that it could reasonably happen