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So Pinterest, Roku, Snapchat, Yelp, Hulu, all these guys are ahead of them because of what's happened. Yory Wurmser:. Yeah, I'm not surprised by those numbers at all. They've really killed their ad business with their policies. Marcus Johnson:. Yep. Yory Wurmser:. Yeah, the 17 sounds about right for them this year. And TikTok, I didn't mention them because they're not really a dark horse.

[inaudible 00:14:33] tools getting integrated into Facebook shops, Instagram product tags, Pinterest clothing, and TikTok shops, and that demonstrates commitment to simplifying the shopping process. TikTok has this feature called Fulfilled by TikTok, which their logistics are becoming more streamlined, making it easier for creators and sellers to engage in social commerce.

Nadella has also looked at companies like TikTok, Pinterest, Discord to maybe, maybe, maybe buy them, but that's just the kind of scale of this deal. LinkedIn, 26 billion. Microsoft got those. This is $70 billion. But even though it's a big deal, it's not a huge part of their business for now. Sarah E.

Our Senior Director of Briefings Jeremy Goldman notes that ByteDance's app, often likened to a blend of Pinterest and Instagram, is seeing declining popularity in the US, with daily active users dropping from 12,000 to 6,000 since April, according to Rest of World.

That's smaller than Pinterest, half the size of LinkedIn. And Meta, for context, 75%. That 3% for Snapchat is also going to tick down in the next few years from 3 to 2.9. So that's even going in the wrong direction, its share of social network ad dollars. Yeah, Jasmine, when you zoom in you can really see what's going on here.

That's more than the net gain of Facebook, Instagram and Pinterest combined. So we're definitely seeing social buying growing on certain social platforms, TikTok more so than others. But Amazon is multiples times bigger in terms of where people actually buy stuff. Peter Newman:. That's fair.

Pinterest has Watch, Snapchat has Spotlight, YouTube has Shorts, even Netflix has Fast Laughs. And Spotify now even has video clips that can be skipped by swiping up. And then, C, general focus, just a general focus on short videos across the board, across many platforms. But, Debbie, you mentioned time spent. You've just written a report about time spent on TikTok.