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advertising

3 statements across 2 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement Aug 16, 2022 by David Rosenthal · across every show →

Everything said about advertising, oldest first

Aug 16, 2022 bullish
Assertion Supported
Rosenthal: Amazon's advertising business is at a $30B to $40B run rate
“At a certain point, they're gonna have to break out advertising, you know, it's 30, forty billion dollar run rate. Business at this point.”
David Rosenthal Aug 16, 2022 ▶ 4:00:46 Amazon.com · Acquired
Aug 16, 2022 positive
Insight
Gilbert: Scaled web platforms can layer on advertising businesses for free
“Any web platform of sufficient scale can layer on for free a second business of advertising because they just have the traffic and they can put stuff in front of people and they can prioritize it however they see fit.”
Ben Gilbert Aug 16, 2022 ▶ 2:59:16 Amazon.com · Acquired
Mar 29, 2023 neutral
Insight
Senra: Essential advertising is a production cost, not a marketing expense
“This is what Ogilvy said. Ogilvy's like, if you need advertising to sell your product, it's not a marketing expense, it's a production cost. It's a pro, it's actual cost of manufacturing your product.”
David Senra Mar 29, 2023 ▶ 1:28:41 Sessions: David Senra (Founders Podcast) · Acquired
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