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> I think their price is based on the fact that they have a near monopoly on search and lock-in with search on android. But this has nothing to do with search
by jsnell 5y ago
> I think their price is based on the fact that they have a near monopoly on search and lock-in with search on android.
But this has nothing to do with search ads. It's about display advertising on 3rd party sites.
- elliekelly 5y agoBut their search monopoly is one of the ways they build such a robust and accurate profile of who they’re serving each ad to.
- jsnell 5y agoBut the thesis of the GP is that their ad targeting is no better than the competetitors, so any price discrepancy must be due to foul play. Are you disagreeing with that, and saying that the ad targeting is actually materially better thanks to this data?