3 ms·

Eh, you might not want to confess that you haven't read the article before arguing against it, that's pretty bad form. Why don't you read it and argue against

Eh, you might not want to confess that you haven't read the article before arguing against it, that's pretty bad form. Why don't you read it and argue against the arguments laid out in the article instead, so the rest of us might learn something instead of reading empty opinions from someone who doesn't even listen to others?

Supermancho 6y ago
Ofc I read it, but the "article" barely manages to make a point with hyperthin facts (AMZ disclosures). The Benedict Evans chart (Amazon: more profit than AWS?) answers concisely, making the "discussion" rather pointless. > However, we can make an informed guess. Google’s core business had 2020 operating margins > To repeat - this is just an informed guess, and ads will of course change other things Lots of handwaving to support a strange theory for no apparent reason other than to portray Amazon as evolving into the same business as Google (a pretty face on an Ad business) for a greater narrative. This feels like establishing facts, with a weak foundation, to reference in the future. OFC this kind of information has been talked about before: https://marketingland.com/analysts-say-amazons-advertising-business-will-surpass-aws-by-2021-245983 https://marketingland.com/analysts-say-amazons-advertising-b... and now Amazon has figured out how to maximize by focusing on other "big brand" items, rather than the ever pitiful mom-and-pop (https://www.innovell.com/it-is-just-amazon-advertising-but-what-is-amg-aap-and-ams/ https://www.innovell.com/it-is-just-amazon-advertising-but-w... - all sponsored focused) but the market is only so big (eyeballs). If AMZ is only 10% of retail, it doesn't make sense to have the same spend as on Google or other retail-focused (Target, Walmart, BestBuy, etc). I just don't see how this made a good case.

3 ms·

Eh, you might not want to confess that you haven't read the article before arguing against it, that's pretty bad form. Why don't you read it and argue against

by capableweb 6y ago

Supermancho 6y ago
Ofc I read it, but the "article" barely manages to make a point with hyperthin facts (AMZ disclosures). The Benedict Evans chart (Amazon: more profit than AWS?) answers concisely, making the "discussion" rather pointless. > However, we can make an informed guess. Google’s core business had 2020 operating margins > To repeat - this is just an informed guess, and ads will of course change other things Lots of handwaving to support a strange theory for no apparent reason other than to portray Amazon as evolving into the same business as Google (a pretty face on an Ad business) for a greater narrative. This feels like establishing facts, with a weak foundation, to reference in the future. OFC this kind of information has been talked about before: https://marketingland.com/analysts-say-amazons-advertising-business-will-surpass-aws-by-2021-245983 https://marketingland.com/analysts-say-amazons-advertising-b... and now Amazon has figured out how to maximize by focusing on other "big brand" items, rather than the ever pitiful mom-and-pop (https://www.innovell.com/it-is-just-amazon-advertising-but-what-is-amg-aap-and-ams/ https://www.innovell.com/it-is-just-amazon-advertising-but-w... - all sponsored focused) but the market is only so big (eyeballs). If AMZ is only 10% of retail, it doesn't make sense to have the same spend as on Google or other retail-focused (Target, Walmart, BestBuy, etc). I just don't see how this made a good case.