"Improving ad targeting is a natural use for AI, and [Pinterest's] partnership with Amazon is a match made in heaven, as close as a game changer as you can get," says Conrad van Tienhoven, portfolio manager at RiverPark Capital.
"While Reddit (and Pinterest and other subordinate sky bridge partners) gets much-needed revenue wins from these deals, they give platforms like Google and Amazon massive power to dictate terms moving forward."
"Google needs huge, authentic data sets that are comprised of people making product recommendations and genuine back-and-forth responses. Reddit needs money."
"Pinterest can afford to give the upper hand to Amazon, if it also means getting a leg up from Wall Street."
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