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Posted by
Two Blokes Jun 10 -
Filed in
Stock
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8 views
Amazon's push into TV advertising, especially via sports rights, is a bold strategy to unlock a $100B+ market opportunity beyond e-commerce and AWS. The real win for Amazon is not just acquiring sports ad dollars but breaking the irrational link between sports and ad spending to drive non-sports ad growth. I am cautious about escalating sports rights costs, particularly the NBA deal, as chasing every league risks replicating the mistakes of legacy TV.
