Thread by @jason_kint

Some math for ya. Updated U.S. Duopoly #s. IAB released '18 Q3 industry #s so we can now use $GOOG, $FB 10Ks to estimate it out.

Google and Facebook took a whopping 83% of incremental spend in Q3 '18 which nets out to 81% of the growth for the first three quarters of 2018.

For those looking for some good news here, we do think Goog and Facebook are losing their grip *a bit.* This likely due to the global policy war and press attention to many of their issues including quality questions. THIS NEEDS TO CONTINUE, otherwise monopolies win out. /2

Duopoly: 81% of Q1-Q3 2018 US growth
87% of Q1-Q3 2017 US growth
So Goog and Facebook lost about 6% of their share of US growth (around $800 million).
Of course AMZN grew by about $3B globally so 🤷🏽‍♀️ /end

Woah. Just noticed this. For the first time ever, #2 (Facebook) was larger than every single other company combined discounting #1 (Google). This is a stupid, unhealthy market impacting all of media and the free press. And any silence/doubt is due only to their dominance.