Amazon, Rufus, and the agentic commerce question

May 4, 2026

Amazon released its Q1 2026 earnings last week: the company generated advertising revenue of $17.2BN, up 22% year-over-year. That puts Amazon's advertising revenue roughly at parity with Google's YouTube and Network segments, combined, and at a higher growth rate (Network shrank by 4% while YouTube grew by 11%). Note that Google's Search segment grew by […]

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