Amazon Owns the Whole Funnel. Who Competes?

Sean and Cameron explore Amazon’s unique advantage: it owns the audience’s attention, purchase intent, transaction data and much of the inventory - while its wider commerce and logistics infrastructure closes the loop.They also discuss:Why gaming attracts just 2.3% of US digital ad spend despite having three billion playersWhether Xbox advertising could help bring the price of games back downHow brands can enter gaming without disrupting the experienceMicrosoft’s overlooked advertising assets across Xbox, LinkedIn and XandrWhy Adidas’s record sales matter more than its short-term share-price fallWhat Nike’s performance-marketing obsession teaches us about neglecting brandWhy Amazon’s technology and user experience remain its biggest weaknessesGoogle and Meta sell attention. Amazon can see when someone is ready to buy—and prove what happened afterwards.01:50 — Can Xbox finally close gaming’s advertising gap?07:58 — What good advertising inside games actually looks like11:39 — Microsoft’s overlooked advertising empire12:46 — Adidas, record sales and the case for brand investment18:58 — Amazon’s $76 billion advertising machine23:57 — Does Amazon have the best proposition in advertising?