[HN Gopher] Subprime Attention Crisis
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       Subprime Attention Crisis
        
       Author : kome
       Score  : 28 points
       Date   : 2021-09-27 11:46 UTC (11 hours ago)
        
 (HTM) web link (logicmag.io)
 (TXT) w3m dump (logicmag.io)
        
       | ZetaZero wrote:
       | I would be happy to pay for the services I want, if I could stop
       | all advertising and data mining. Imagine how much better FB could
       | be if they were not trying to trap your eyeballs.
        
       | vanderZwan wrote:
       | This is a page for ordering a book. The summary suggests it is an
       | _interesting_ book, but does not in and of itself reveal any new
       | insights. Can anyone here comment on the actual contents of the
       | book?
        
         | eightysixfour wrote:
         | I thought it was a bit meandering and never really delivered an
         | "aha!" moment, but it does have a few key points which were
         | interesting to read about:
         | 
         | * The author asserts substantial portions of internet ad sales
         | are fraudulent. Some ads are never displayed, some are
         | displayed to click-farms, etc.
         | 
         | * The author asserts that, over time, the effectiveness of
         | online advertising is decreasing significantly. People use
         | blockers, learn to scroll past them, etc.
         | 
         | * The author asserts that the qualities that makes online
         | advertising attractive, attribution and transparency, are false
         | premises and that the market is exceedingly opaque and orgs
         | like Google want to keep it that way.
         | 
         | * The author asserts that much of the internet advertising
         | market was built by finance experts from big banks that brought
         | much of the advances of the stock market to the industry, but
         | many of the problems as well.
         | 
         | The author takes those assertions and suggests that online
         | advertising is not as valuable as we currently believe it to be
         | (and its value may be approaching $0), and that companies which
         | make money off our attention are ticking time bombs. He
         | compares the situation to the subprime housing crisis across a
         | couple of different area, particularly the illusion of having a
         | transparent and trustworthy market and suggests that it could
         | completely wipe out the current model for internet economics as
         | we know it.
         | 
         | While I think the author makes too big of a leap, it was one of
         | the first books that made me consider the probability that the
         | existing internet economy may have cracks in it just like any
         | other economy and it is certainly possible there's a domino
         | waiting to fall somewhere.
        
           | Supermancho wrote:
           | > The author takes those assertions and suggests that online
           | advertising is not as valuable as we currently believe it to
           | be (and its value may be approaching $0),
           | 
           | This is probably true for ad-networks (pure ad arbitrage) but
           | keywords (Colleges), sponsored products like AMZ/Walmart, and
           | other verticals will always have a market value because the
           | returns are decisively measurable.
        
       | rexreed wrote:
       | From the first review I see on the Amazon page (I'm not linking,
       | so I don't to pass traffic but it's very easy to find via
       | search).
       | 
       | Top review on the page that I see is 2 stars:
       | 
       | > I don't buy it
       | 
       | Reviewed in the United States on December 28, 2020 Verified
       | Purchase The basic premise of this book:
       | 
       | - digital advertising markets are like financial markets - since
       | advertising is way overpriced there will be a bust soon - the
       | bust will bring the internet down because that's how the internet
       | is financed
       | 
       | Well I don't buy it.
       | 
       | For a start, Direct Marketers _do_ know the value of what they're
       | buying. Their advertising sends people to dedicated landing pages
       | where they can be tracked through the site and measured if they
       | convert. Thats getting harder to do, but despite whatever amount
       | of fraud or manipulation may be going on in the ad space, it's
       | still roughly possible.
       | 
       | Direct Marketers these days are not just web shop owners but many
       | other kinds of data-driven business. I've personally run
       | profitable websites with digital ads as the exclusive source of
       | customers. And don't tell me that Booking.com (one of Google's
       | biggest advertisers) or others like them don't have a very
       | detailed idea of what their advertising is achieving.
       | 
       | Then there are indeed Brand Advertisers. Mostly, they don't have
       | more than a vague idea what they get from their advertising, and
       | nor have they ever. They pay way above the worth because they
       | can't deduce the proper value. There's the biggest problem in
       | advertising, but it's not a new one and if this book had asked
       | the more fundamental question, "does brand advertising even
       | work?", it could have made more of a contribution.
       | 
       | Oh, and it's a mistake to conflate display advertising with
       | search advertising. It's faulty reasoning to criticise display
       | advertising by showing a problem with search advertising (page
       | 79) and then to rubbish search advertising by picking only search
       | BRAND advertising, a small and special case.
       | 
       | For sure there are things that need to be fixed in the digital
       | advertising arena. Right now there are major government
       | investigations into Facebook and Google and if there is anything
       | to be done about their monopolies (there is) then the internet
       | will stumble on somehow and businesses will continue to
       | advertise, as they must, in whatever outlets bring them the
       | eyeballs they seek.
        
         | tusslewake wrote:
         | I read the book about 2/3 through, then felt I'd gotten the
         | idea. I would second a lot of these criticisms of the author's
         | specific understanding of digital ad markets.
         | 
         | My broader problem with the book was that it seemed to use up
         | most of its space rooting around for a good formulation of the
         | comparison contained in the title: that digital ad markets
         | offer an opaque and sometimes fraudulent form of value, in much
         | the same way as the real estate market hit by the 2008-2009
         | mortgage security crisis.
         | 
         | It was almost as if the author wasn't fully convinced of his
         | own analogy, like he needed to keep looping back to it to add a
         | few more points to really nail it down. All the while, what the
         | reader cares about is why this analogy is important, not that
         | it can be made!
         | 
         | The book could have been much more effective on these counts, I
         | think, if it had been shorter and better edited.
        
         | aeternum wrote:
         | >since advertising is way overpriced there will be a bust soon
         | 
         | Is there any evidence for this? Seems pretty unlikely that
         | advertising is overpriced due to the liquidity of the model.
         | Marketing teams are typically very mindful of the costs and
         | carefully review the ROI of each advertising channel. If
         | there's a negative ROI it is generally quick and easy to
         | decrease your bid for an adword or target audience.
        
         | panax wrote:
         | > _Their advertising sends people to dedicated landing pages
         | where they can be tracked through the site and measured if they
         | convert._
         | 
         | But how much of this is selection bias and how much of it is
         | _really_ having an impact? This reminds me of
         | https://thecorrespondent.com/100/the-new-dot-com-bubble-is-h...
         | 
         | > _Economists at Facebook conducted 15 experiments that showed
         | the enormous impact of selection effects. A large retailer
         | launched a Facebook campaign. Initially it was assumed that the
         | retailer's ad would only have to be shown 1,490 times before
         | one person actually bought something. But the experiment
         | revealed that many of those people would have shopped there
         | anyway; only one in 14,300 found the webshop because of the ad.
         | In other words, the selection effects were almost 10 times
         | stronger than the advertising effect alone!_
         | 
         | Sure you can measure clicks and how many convert, but that does
         | not necessarily measure the effect of the ad. I think most of
         | the time the true effect of an advertisement is usually unknown
         | (what is the difference in outcome of using the ad vs not using
         | the ad?) and I suspect that in a large number of cases the
         | impact of advertising is significantly overestimated. Perhaps
         | people won't find out until they are forced to cut back on ad
         | spending then they might realize that it isn't as important as
         | they thought.
         | 
         | https://freakonomics.com/podcast/advertising-part-2/
        
         | rexreed wrote:
         | Another top review says (after giving it 1 star):
         | 
         | > Meandering, confused, and overall a waste of time, 'Subprime
         | Attention Crisis' kicks up a big fuss but never lands the
         | knockout blow it thinks it does.
         | 
         | Comparisons with the 2008 financial crisis are overblown. This
         | is essentially a personal blog post blown up in size, and
         | reveals nothing that isn't already widely appreciated. In the
         | midst of this, Hwang also manages to demonize paywalls without
         | offering an alternative to, well, pay for the internet. And no,
         | 1930's law simply doesn't apply.
         | 
         | As an insider, I take issue with the gloss applied over the
         | many people who are working to improve the ad industry. There
         | are many companies that work for the betterment of ad tech.
         | Citing 'explosive' blog posts on Ad Age or Digiday to the
         | opposite effect is misleading -- these reports are frequently
         | created by competing companies shilling their own products.
         | 
         | Overall, the adage "nothing is as good or bad as it seems," is
         | relevant to this. But the sweaty, Hawaiian-shirt wearing author
         | got a little ahead of himself. Still, the cover is well done...
        
           | rexreed wrote:
           | Keep in mind I was quoting the whole review, that last bit
           | about hawaiian-shirt is not my comment, it's in the review
           | for anyone who might be offended.
        
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