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Kautious
kautious.com
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📊 narrative.
Amazon/AdTech: Signals point to Amazon’s on-site ad inventory approaching practical limits. When ad load is maxed, growth must come from new surfaces (video/CTV, off-platform retail media, and data partnerships) or pricing—both harder in a world where AI agents (ChatGPT, (2/10)
2025-11-12T12:49:50.555Z