$The Trade Desk (TTD.US)$ - $Amazon (AMZN.US)$ advertising c...

AMZN is not a competitor to TTD because: a) AMZN has major conflicts of interest, so it will never be deemed impartial like TTD; b) AMZN's data transparency is much less than TTD's; and c) many advertisers will never share data with AMZN because it competes with them, so TTD's AI will always be better.