Amazon is the third largest advertising company after Google and Meta. Its ad revenue is $32B (and growing fast, the run rate is $40B). That is half the revenue of AWS, which is worth 70% of Amazon's market cap. The inescapable conclusion is that Amazon's advertising is worth the remaining 30% of Amazon's market cap and Amazon's e-commerce arm is deemed worthless by Wall Street , its only purpose being to support the…
What rationale is behind comparing revenue with market cap? I thought price is rather judged against earnings, eg by looking at the P/E ratio.
Almost everything on Amazon is becoming an ad
441–450 of 510 posts
Re: Almost everything on Amazon is becoming an ad
#442It runs deeper than just everything being an ad. It's also completely flooded with rebadged junk from dropshippers. A few weeks ago, I was looking for a new whetstone, and this is what I got when I searched Amazon https://i.imgur.com/1Utp2dF.png The results keep going like that. You see constant repetition of the exact same units with slightly different branding, often with the same stock photography, repeated for pa…
When did you do the query for that screenshot? If it was today the delivery dates seem a bit short for dropshipping
Re: Almost everything on Amazon is becoming an ad
#443It runs deeper than just everything being an ad. It's also completely flooded with rebadged junk from dropshippers. A few weeks ago, I was looking for a new whetstone, and this is what I got when I searched Amazon https://i.imgur.com/1Utp2dF.png The results keep going like that. You see constant repetition of the exact same units with slightly different branding, often with the same stock photography, repeated for pa…
I don’t see why you wouldn’t just spend the $21.99 and get the Amazon’s Choice one and be done with it? It’s like you’re looking to be annoyed in a situation that you could be done with in 5 minutes.
Re: Almost everything on Amazon is becoming an ad
#444Re: Almost everything on Amazon is becoming an ad
#445It’s refreshing to see this in the Washington Post, owned by Bezos. Tiny beacon of hope going out into the darkness. Search ads on shopping websites are just capitalism taken to the natural end. Hopefully degradation of user experience will curb it somewhat. Our only other option is some sort of new Internet Bill of Rights being passed and I’m not optimistic lobbyists would ever allow it. We need some sort of fund fo…
> We need voters that vote for candidates that would support the human right to freedom from manipulation from corporations. Donate $3 to the Presidential Election Fund every year on your US taxes. It costs you nothing, is a single checkbox, and redirects $3 of your taxes into the fund. Candidates that take money from the fund have additional (mostly good) limits placed on their spending. It's not perfect, but it's f…
From the "Public funds received 1976-present" on this page[0], usage of these funds has steadily declined, likely because "To be eligible to receive public funds, the presidential nominee of a major party must agree to limit spending to the amount of the grant and may not accept private contributions for the campaign".
0: https://www.fec.gov/introduction-campaign-finance/understand...
Re: Almost everything on Amazon is becoming an ad
#446Amazon is the third largest advertising company after Google and Meta. Its ad revenue is $32B (and growing fast, the run rate is $40B). That is half the revenue of AWS, which is worth 70% of Amazon's market cap. The inescapable conclusion is that Amazon's advertising is worth the remaining 30% of Amazon's market cap and Amazon's e-commerce arm is deemed worthless by Wall Street , its only purpose being to support the…
> The other inescapable conclusion is that whenever the quality of the shopping experience on Amazon and the needs of Amazon's advertising business clash, advertising will win (just as it has on Google). Saying that the e-commerce arm is worthless isn't really the right way to think about it - the ads business only exists to due the e-commerce product. Both Amazon and Google are well aware that their ad revenues depe…
How did we arrive at this conclusion? No argument or evidence was put forward!
My persobal experience on both Google and Amazon has declined to the point where I now prefer aliexpress - most of the time its the exact same item but cheaper
Re: Almost everything on Amazon is becoming an ad
#447I recently had to buy something mundane - a light bulb, with a specific lumen and color temperature spec. Weeding out all the junk listings, ads and clearly fake reviews, I ended up spending an hour trying to get to the one I wanted to buy. Had a very similar experience for another product as well. At this point, I hesitate to look up stuff on Amazon just considering the time it takes to find stuff. I much rather pre…
> a light bulb, with a specific lumen and color temperature spec Sponsored links are always useless and should only be scrolled past on Amazon. Typical disappointing Amazon experience: Search for LED 8W. First result, sponsored link to an 11W bulb. Then a sponsored link to a fake marketing 21 watt bulb with fake lumen marketing. Then a sponsored link to six pack of 14W bulbs. The 4th link returned is a sponsored link…
Re: Almost everything on Amazon is becoming an ad
#448Re: Almost everything on Amazon is becoming an ad
#449For example, I've been trying to find what 5k2k/WUHD monitors they have, but it completely ignores that and returns WQHD/etc, so I'm no better off than just scrolling through the entire monitor category myself.
Re: Almost everything on Amazon is becoming an ad
#450Amazon search results are nigh useless for me; it absolutely refuses to constrain the results based on my terms and just fills the results with vaguely related ads that aren't even what I want. For example, I've been trying to find what 5k2k/WUHD monitors they have, but it completely ignores that and returns WQHD/etc, so I'm no better off than just scrolling through the entire monitor category myself.