Do the positive-sum economics of Retail Media Networks stand up to logic?
Great point on Retail Media Networks.
I think Amazon uses retail as the loss leader for its cloud, media, logistic, and ad businesses. They can launch all sorts of high-margin businesses and become its own biggest customer on day one.
Great point on Retail Media Networks.
I think Amazon uses retail as the loss leader for its cloud, media, logistic, and ad businesses. They can launch all sorts of high-margin businesses and become its own biggest customer on day one.