“The deep-pocketed ad giant can outspend everyone and bundle AI into search, video and social where it already prints high-margin money. Value inures to those owning distribution.”
“Google and Meta already have massive existing ad sales, scale and very high profitability. They have deep advertiser ecosystems, drawing from search, browsing, video, social media and messaging.”
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.