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Almost everything on Amazon is becoming an ad

washingtonpost.com

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Re: Almost everything on Amazon is becoming an ad

#461

Post by spoonjim »

arcturus17 wrote: post #339
spoonjim wrote: post #322

Earlier quoted context omitted.

This is done all the time when pieces of businesses are bought and sold. It gets a little complex when the businesses are related (like Amazon Advertising and e-commerce, as opposed to Amazon e-commerce and AWS which are more fully independent of each other).

I understand approximating present value by discounting cash flows but not how you would come to the conclusion that the eCommerce business is valued at zero because the sum of AWS and ads make the total of the market cap.

You don’t, that is an inaccurate conclusion because the ads business would not exist without the e-commerce business.

Re: Almost everything on Amazon is becoming an ad

#463

Post by [deleted] »

fmajid wrote: post #244

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…

[deleted]

Re: Almost everything on Amazon is becoming an ad

#464

Post by wrycoder »

jefftk wrote: post #451
wrycoder wrote: post #450

Earlier quoted context omitted.

Try searching for “battery siding nailer”. You get everything but. All pneumatic.

Are electric siding nailers a thing? I've only ever seen pneumatic ones.

You may be right about that. I haven’t discovered one, either.

All my other (amateur) residential construction tools are battery at this point, and I’d rather not buy a compressor and drag it around just for siding.

Why do you think the manufactures have avoided battery siding nailers? Too heavy?

Re: Almost everything on Amazon is becoming an ad

#465

Post by opdahl »

First thing that popped up when I scrolled down on this article was a big modal telling me there is a Black Friday deal on a Washington Post subscription[1]. I first thought that it was some fun ironic joke made by the journalist/editor, but nope it's just ironic.

1: https://shottr.cc/s/CzrR/SCR-20221125-gtp.png

Re: Almost everything on Amazon is becoming an ad

#466

Post by Thursday24 »

s17n wrote: post #285
fmajid wrote: post #244

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…

> 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…

Excellent perspective. Organisations are similar to individual human minds in structure, but scaled. They will make mistakes, just like people do, but also correct themselves over the long haul so that they can survive.

Re: Almost everything on Amazon is becoming an ad

#467

Post by TedDoesntTalk »

hombre_fatal wrote: post #415
prmoustache wrote: post #388

Earlier quoted context omitted.

My process for getting usable results on Amazon is to simply not use it. For any item you can think of there is an online shop dedicated to the specialty that is: - cheaper - easiest to search - do not sell knockoffs, counterfeits and fake products I know some people will raise the "you need to create another account for it annoyance" but it is not that annoying when you are using a password manager and the additionn…

I thought thus was the way to go into I ran into bad shipping schedule and bad return policies, esp the latter. Now I never order anywhere except Amazon. I learn this lesson every time I try to follow your pitch.

It depends. LL Bean for instance has amazing return policies.

Re: Almost everything on Amazon is becoming an ad

#468

Post by cookiengineer »

I write it again: I am so glad that the geizhals.eu (.de/.at and skinflint.co.uk) website exists in Europe.

It's probably the best price comparison website that I've seen, and it has soooo many dedicated filters for each category.

I don't know how to buy hardware when geizhals is gone, because both amazon and ebay are the most ignorant searches that I've used. No matter what you type in there, no matter how often, no matter what you "quote".

Everything gets pushed aside for the sake of useless ads that have nothing to do with the things you are searching there.

With geizhals, you see the price history, a lot of similar products, and a lot of feature based comparions that you can do when you're undecided on what to get. And a lot of private/ company online shops that are included in their dataset, so you can support them.

For example, take a look at the filter options in the CPU categories. It's insane what kind of development went into it. [1]

[1] https://skinflint.co.uk/?cat=cpuamdam4

[2] https://geizhals.eu

Re: Almost everything on Amazon is becoming an ad

#469

Post by [deleted] »

s17n wrote: post #285
fmajid wrote: post #244

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…

> 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…

[deleted]
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