蘑菇AV

In May, the Canadian Security Intelligence Service (CSIS) director David Vigneault told CBC, 鈥淭here is a very clear strategy on the part of the government of China ... to be able to acquire ... personal information from anyone around the world.鈥� Advertisers are paying close attention to the outcome, which could force budget expenditures elsewhere. X marks the losses.

Chinese investors and creditors are selling global real estate holdings to raise cash amid the country鈥檚 deepening property crisis. That could fuel even more market distress. Man Group fund manager Jonathan Golan warns of potential bank defaults spreading to Europe due to high commercial real estate exposure in Germany and Scandinavia.

Premiere Spotlight, Pinterest鈥檚 newest ad format tied to search, gives advertisers a prominent position atop the search results page for 24 hours, along with in-app links to shopping options. This type of placement isn鈥檛 available on other social platforms, but we expect they鈥檒l eventually add it. Test shopping integrations.

So you've got the Ministry of Defense for India, the US Department of Defense, and then the Chinese People's Liberation Army in China. They're all about 2.5 to 3 million people in each of those. Then it's Walmart, 2.3 million, and then it's Amazon, 1.6 million employees. And so it matters because it's big, but it is still just one employer.

But when you look at really what is driving growth and 20% food and beverage, health, personal care and beauty, so these categories that make up the larger grocery e-commerce category, these are some of the fastest growing in e-commerce over the next couple of years. If you're really trying to capitalize on that growth, your focus at this point is not those new adopters.

Retail media platforms like Amazon offer many of the same benefits that social platforms do, including a large and engaged audience, targeted advertising, and ecommerce integrations. A burgeoning list of companies are throwing their hats in the ring in the US, Europe, and Latin America; the threat of retail media to the social platforms鈥� future ad revenue growth cannot be ignored.

Ecommerce payment preferences vary country by country, but digital wallets now lead in Denmark, Germany, Ireland, Italy, Spain, and the UK, giving them the biggest overall share of European ecommerce transaction values, per a March 2023 report by FIS.

Also, don鈥檛 be afraid of price shopping. The cost of tools that offer similar features can sometimes vary dramatically.

Next, we're going to China, where Baidu has been the latest to enter the generative AI race. Perhaps surprisingly, generative AI hasn't moved as quickly in China as elsewhere around the world, indeed Chat Gpt isn't available in the country, but that doesn't mean some of the big industry players haven't been developing platforms. And Baidu is the latest to throw its hat in the ring.

Especially in regards to countries like China. And I think he used there's less of a concern there, but some other countries like China. Marcus Johnson:. Yeah. Yeah, that's the balancing act, isn't it? And Jacob points that out.

It's not a huge big ad dealer, but those are things that are going to help TikTok have its e-commerce business and boost that. Sara Lebow:. Okay, so we have our final list. In eighth place, we have TikTok Shop.

Thirty-eight percent of patients with chronic conditions in the US, UK, China, Germany, and Japan do not use their doctor as a default source for medical advice, per the Hall & Partners/Think Next survey. They鈥檙e more likely to seek information from social media and influencers. Doctors should consider building their social media presence.

The single biggest reason that I think is creating a drag on their e-commerce business is one category, and that category is consumer electronics. It's about 20% of Amazon's e-commerce business, and it is growing according to our forecast in low single digits. This is in an area e-commerce that is used to growing in double-digit growth rates. So that's just going to create a drag.

As Axios puts it, TikTok may be less worrisome for propaganda pushed by the Chinese government than for the misleading and harmful content that US citizens post in exchange for likes and shares鈥攚hether it鈥檚 an air fryer Velveeta recipe or tax counseling.

I think that there's a road here, a political road, that TikTok has got to take that is a difficult one, because it's owned by ByteDance and China and so forth, and global tensions, I think that'll take a while to suss out. I think, though, at a literal level, is TikTok Shop going to explode? Yes. Without a doubt.

On today's podcast episode, we discuss how affiliate is helping marketers take back control of their ad spend. "In Other News," we talk about Amazon unveiling a smarter, more conversational, Alexa and TikTok Shop hitting the US. Tune in to the discussion with our analyst Max Willens and Alexandra Forsch, president of Awin Americas.

Losing the US wouldn鈥檛 make TikTok obsolete, as we estimate that about 90% of TikTok鈥檚 global monthly users, excluding China, are outside of the US. But it would mean that TikTok would fall short of the 1 billion worldwide user mark in 2024, as we currently expect. And its audience size isn鈥檛 reflective of the enormous importance of the US market to TikTok鈥檚 business.

Are the challenges they're facing in China impacting them as well? Sky Canaves (02:56):. Yeah, so China's been really the focus of their international growth, and there there's very weak consumer demand for spending in general. It's been pretty soft due to the economic conditions there as well.

But in light of that vital role that it plays essentially for Chinese brands and Chinese manufacturers with designs on building American consumer brands, I think a kind of dark horse candidate to buy them could be Walmart.

The news: With a population comparable to China鈥攁nd growing鈥攄isabled consumers and their families represent a market of over $13 trillion for financial institutions (FIs). Assistive technology is now available to help virtually any banking customer, giving FIs more reasons than ever to improve accessibility.

At the end of 2022, TikTok was banned from US government devices as concerns about its ties to China reached a fever pitch. Those measures are escalating: Politicians across the aisle have proposed an outright ban on the app, prompting TikTok to open its operations to regulators and reorganize its US business.

China has been reluctant to allow a sell-off of the app鈥檚 US business, suggesting the possibility of a stalemate. Toeing the line: TikTok鈥檚 rapid user growth, discoverability, and strong brand activity made it a go-to platform for influencers looking to reach wider audiences, though they're typically active on several platforms. Even so, advertisers haven鈥檛 stopped spending on the platform.