Amazon’s ad business is bigger than YouTube and more profitable than AWS. Shein is the biggest fast-fashion retailer in the US, with no stores. US pay TV subscribers have fallen by a third. Where do ad budgets go, where does rent go, and how many brands will there be?
The sheer volume & depth of this data is what’s made it possible to utilize actual AI & machine learning to build content suggestions & advertising experiences with near-perfect relevance and precision.
The constant changes in 1-2-3 speaks to how the entertainment industry is changing beyond “D2C SVOD”. The two clearest trends are video gaming/interactivity and multi-media/trans-media/cross-media storytelling. Taken together, this will fundamentally alter competitive dynamics, which stories we love, and how much.