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Tech industry analysts have repeatedly questioned the magnitude and focus of Alphabet’s R&D investments in Google. And the size of the investment is considerable. Alphabet spent more than $105 billion on R&D over the last 5 years, and we estimate it will almost double that figure in the next five years. Its effectiveness was difficult … Continued

Amazon’s $100 billion opportunity

Amazon’s advertising revenue grew 64% in the fourth quarter of 2020 to $7.952 billion and while this is only a small part of their total sales of $125.6 billion, it is fast becoming a significant contributor to future growth. To show you just how amazing Amazon’s advertising capabilities are, we will walk you through a … Continued