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advertising revenue

3 statements across 2 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Jun 14, 2021 by Benedict Evans · across every show →

Everything said about advertising revenue, oldest first

Jun 14, 2021 negative
Insight
Evans: Eliminating ad targeting concentrates revenue into large platforms and paywalls
“So the aggregate of all of this is basically the strong get stronger, the big get bigger. The advertising moves to the big, strong, established sites. Small sites, new interim sites, less targeted sites makes less money. Content moves behind paywalls.”
Benedict Evans Jun 14, 2021 ▶ 36:03 Paying attention to Apple again
Mar 12, 2023 positive
Assertion Supported
Evans: Uber Reaches a $500M Advertising Revenue Run Rate
“Uber is now at a five hundred million dollar run rate, and everyone, obviously eBay and Pinterest and Etsy want to do this, but also people like Target want to do it.”
Benedict Evans Mar 12, 2023 ▶ 9:22 Amazon's $40B advertising business
Mar 12, 2023 neutral
Assertion Supported
Evans: Walmart generated $2.7B in advertising revenue last year
“Walmart did, I think, 2.7 billion dollars of advertising last year.”
Benedict Evans Mar 12, 2023 ▶ 9:18 Amazon's $40B advertising business
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