On Google versus Amazon

  • majority of ecommerce searches for items below USD75 are now going directly to Amazon.com instead of search
  • majority of ecommerce searches for items above USD2,000 are heading directly to the premium sites
  • Google’s Ads revenue is on a long term downward trajectory
  • Google ought to be concern about this specific trajectory as Jeff Bezos is able to take a long term horizon which would cause most google engineers to be bored

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