🪧 Amazon v Google v Meta
+ Leverage-Neutral-Overhead (LNO) Prioritization Framework
The New Advertising World Order
Amazon, Snap, and Google up double digits after earnings. Meta down double digits.
It was a wild week in big tech, with advertising at the center of the story.
Amazon finally disclosed its advertising revenue. As Benedict Evans noted, at $31B in 2021, it is roughly the size as the entire global newspaper…
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