Google

    Google’s getting ready for shopping szn

    Google Lens

    Google Lens can quickly show you product insights tailored to the store you’re in. Just snap a photo to find product information, similar products in-stock, whether a store’s price is competitive and shopper reviews.

    Shop Via Maps

    search for products in Maps and find nearby stores selling them

    As the moat around Google’s Knowledge Graph erodes in a post-AI world, the “Shopping Graph” may be the next fulcrum for revenue growth.

    Samsung and Google are working on smart glasses to rival Meta’s Ray Bans to be released late next year.

    Gemini would handle AI tasks alongside support for “payment,” QR code recognition, “gesture recognition,” and “human recognition functions.”

    I think we’ve found the most probable next consumer computing platform.

    AI needs a computer, but not necessarily a screen.

    The era of ambient computing is upon us.

    Apple continues its services push:

    Any verified business can now create a consistent brand and location presence across apps that customers use every day, including Apple Maps, Wallet, and Mail.

    Now more than just a Google Business Profile clone, Business Connect adds:

    • Branded email: name and logo in Mail
    • Branded payments: logo in Tap to Pay
    • Branded incoming call screen with Business Caller ID (coming soon)

    Apple is turning its hardware network into an integrated marketing platform.

    Google giving us more control?

    With brand guidelines, you can control how your brand is represented in your Performance Max campaign automated assets or formats.

    Your Performance Max campaigns use Google AI to infer key brand elements using your final URL. You’ll be able to review the brand information Google infers, then can fine-tune your brand guidelines based on your brand and campaign goals.

    Guidelines help control generated videos and responsive display and include font, color, name, and logo(s).

    Brand marketers rejoice!

    It seems Google is testing adding if there was a change to that score because of "competitive pressure" and might even list the competitor that is causing such pressure.

    Might we be getting more helpful info from Google to help with ads management?

    More context, more better.

    Now you can ignore everything I put in the big election spending post from yesterday.

    We will pause ads relating to US elections from serving in the US after the last polls close on election day, November 5th, 2024. This will include US Election Ads as well as ads that refer to US elections, their processes or outcomes.
    The restriction period for ads about social issues, elections or politics is being extended until later this week.

    Pressure released.

    Election Campaign Spending Crowds Out Your Messaging

    I’ve been harping about election campaign spending and its impact on marketing expectations this year for a bit now. So here’s an Election Day post running through it all again. Go vote!

    2024 is projected to be a record-breaking year, surpassing $12 billion in political ad spend.

    Seventy percent of that windfall will be spent after Labor Day

    The Harris campaign has instead focused its digital spending on larger platforms like Google and Meta, where it has spent over $280mn this year. The vast amount of political spending on those platforms — already more than $1.5bn
    For context, in the second half of October, political parties spent well over $2.5 million per day on YouTube. For Meta, it’s closer to $1 million per day.

    Why won’t I shut up about this?

    Because this level of spend puts intense pressure on the ad auctions and inventories of the utilized platforms. These are mostly net-new dollars flowing in at a rapid clip. For most brands this means higher ad costs and lower return reducing the efficiency of their spend.

    Emarketer curated some reporting that includes:

    • brands reporting ad costs increasing 2-3x in the final weeks of the election
    • surging TV ad costs, especially in swing states

    Of course, the impact on marketing budgets is just the beginning.

    This messaging overload overwhelms consumers, raises anxiety levels, and increases ad fatigue (who else is sick of all the election messaging you get bombarded with?). Which can all lead to a “pre-election slump” in consumer spending. Of course, this theoretical slump is not universal—I bet alcohol sales and the like are doing just fine.

    But the bigger the price tag, the bigger the impact.

    In times of uncertainty, people sit on their cash. They purchase discount or off-brand. They hold off on large luxury purchases made in celebration or confidence.

    Election Day itself is no exception, more the final culmination of the building gravitational pull. A black hole that will collapse into itself tomorrow (right? please?!).

    the election is fraying the nerves of the electorate, with nearly 70% of US adults calling it a significant source of stress

    According to a recent Ipsos poll of roughly 1,000 US adults, 47% said election stress is causing them to spend less and save more

    Meanwhile, the scale of an Election Day productivity slowdown could be staggering. An analysis by Challenger, Gray & Christmas estimates that productivity losses could reach $3.5 billion per hour
    Your marketing and messaging is like a fire, it needs a steady source of fuel to keep burning—to act as a beacon to the people it's for. The election is a vacuum, it sucks all the oxygen (and attention) out, making it all but impossible for that fire to keep burning without any changes.

    Perplexity (AI) is adding to its competition with Google (and most major tech platforms), trying to carve itself a slice of that sweet e-commerce pie.

    The Pro Shop feature promises free shipping on items bought through Perplexity, enabling customers to complete transactions without leaving the platform. While browsing for products, users will notice a “Buy with Pro” option for eligible items. After selecting it, they will need to enter their billing and shipping details to finalize their purchase.

    Perplexity will estimate taxes and purchase the product on behalf of the users on Pro Shop, and users can track purchase status on the platform.

    If successful, I imagine this feature will evolve over time and become less manual/personal shopper style on the Perplexity side.

    Or maybe it leans into that AI-as-assistant approach to create a new angle on a competitive feature set.

    Trick-or-Treating With Ad Platform Announcements from October

    From Google:

    Performance Max and Standard Shopping ads will now compete head-to-head in the auction instead of PMax getting preference. A sign that Standard Shopping is here to stay?

    Testing: expandable search ads and in-ad search refinements.

    The former is like a Google Shopping layout but for search ads when expanded. The latter is your classic search filter like what you see on ecomm sites.

    A “For You” feed for Shopping.

    Google will use your recent searches and YouTube history to figure out which products you like.

    AI Day Updates:

    • Ads in AI overviews
    • Conversational interface for Search ad creation
    • “Better” AI image generation for ads
    • New Customer High Value, Win-Back, and High Value Win-Back Mode
    • “Search Bidding Exploration”: I’m guessing AI audience expansion for Search, next gen Dynamic Search Ads without needing a new campaign type?
    • New stuff for Shorts & video ads
    • Shopping discounts for new & loyal customers
    • New Shopping ad format: Video Highlights
    • New Shopping bidding type: optimize for gross profit

    Easier video ad testing.

    More Demand Gen control!

    Demand Gen campaigns now offer creative-level controls for video assets, empowering you to choose which video appears in each format.

    More Performance Max insights!

    Select Google Ads accounts can now access a new “segment” option for Performance (PMax) Asset Group performance, offering a long-awaited layer of granularity to campaign insights.

    The segmentation feature enables advertisers to break down Pmax Asset Group performance by:

    • Time
    • Click Type (consistently set to cross-network clicks)
    • Conversions
    • Device
    • Network (showing cross-network by default)
    • Top vs. Others

    Use specific pages to guide PMax asset creation. (Assuming this means generative AI.)

    From Snapchat:

    Sponsored Snaps enable businesses to engage their customers through visual messaging, by delivering a full-screen vertical video Snap directly to Snapchatters. Snapchatters opt-in to opening the Snap and can reply by sending a message directly to the advertiser or using the call-to-action to open a predetermined link.

    Pay to show up in the main inbox next to their friends.

    Promoted Places highlight sponsored places of interest on the Snap Map, helping our community discover places that they want to visit. The Snap Map is used for exploration and browsing to learn more about what your friends are up to, what is happening nearby, and which places are “Top Picks” based on the Snapchat community’s visitation trends.

    Sounds like this is paying to be a Top Pick.

    From Meta:

    Exactly what no one wanted:

    Meta silently implemented “automatic adjustments” across several advertising accounts, giving its system authority to make significant changes to ad campaigns without explicit advertiser approval.

    From Amazon:

    Prime Video is turning the dial up in 2025:

    • More ads: current load is in the range of 2-3.5 minutes of ads per hour, which could increase. Mid-stream ads could also be added.
    • Shoppable ads: including carousel, pause, and trivia formats (absolutely not surprise on this one).

    UnBoxed a bunch of new stuff:

    • Overhauled DSP experience, now with AI! (And the obligatory campaign type named Performance+)
    • Frequency cap controls
    • Amazon Ads 🤝 first-party data
    • More generative AI: audio this time
    • More full-funnel and audience tools through managed services and partnerships

    From Pinterest:

    The Performance+ Suite, which, yes, is a portmanteau of Google’s and Meta’s names for their AI-first ecommerce solutions.

    Pinterest Performance+ campaigns can help any advertiser drive lower-funnel performance by optimizing targeting, managing budgets or deciding how much to bid.

    I’ve been testing this with some success lately. The key is to be running upper-funnel campaigns in tandem. (A theme for a standalone post sometime soon.)

    Tapping into the value zeitgeist:

    • Personalized promotions “based on what they’ve searched and pinned”
    • Deals ads modules “making ads more visible for consumers across the Home Feed”

    From TikTok:

    All the new toys…

    • Smart+: Performance Advantage+ Max in TikTok for most objectives
    • GMV Max: Performance Advantage+ Max in TikTok for shopping, focused on gross merchandise value
    • Out of Phone: a clever play on out-of-home that places TikTok ads in in-store retail settings
    • Conversion Lift Studies.
    • PETs: no, not those ones. Privacy-Enhancing Technologies via third-party integrations.

    From Microsoft:

    Impression-based remarketing! (I’ve long wanted a more granular version of this on Meta.)

    impression-based remarketing allows you to target users based on ad exposure. This means that you can reach people who saw your ad, and did not make it to your site.

    As the AI search experience improves, so will the accompanying ads.

    ads will be triggered considering the whole conversation within a single session and not just the last prompt. Before an ad block is shown, Copilot will share with the user how the following ad section connects to their conversation. For now, we are calling this feature ad voice

    AI will also come to the ads manager to act as a…copilot for advertisers.

    Plus some targeting and analytics updates.

    From LinkedIn:

    Boost a post directly from your page for lead generation (using lead gen forms).

    I don’t know how well this avenue performs compared to building in the Ads Manager, but an easy way to test the concept for companies.

    All in on video.

    • More Live Events promo features
    • Wire program expansion: videos in “trusted publisher” content
    • Additional video options in automated campaigns

    63% of B2B buyers say short-form social video content informs buying decisions.

    From Reddit:

    AI-powered keyword targeting features. Contextual advertising for a community-first platform.

    From DoorDash:

    Ads Manager for Enterprise Restaurants includes advanced targeting capabilities, marketing insights, new promos and collaborative marketing functionality aimed at regional marketing teams and franchisees.

    The platform has made new high-visibility placements on the storefront and category pages widely available, helping CPG brands highlight seasonal moments, introduce new products and amplify promotions.

    The ad platform now also offers advertisers offsite media, helping them reach consumers across search engines, programmatic displays and social media platforms with campaigns powered by DoorDash’s first-party data.

    Any (large / public / venture funded) platform that has users and collects data on them will likely become an ad platform at some point.

    From PayPal:

    An ad network.

    See the last line of the DoorDash section.

    Some of your ads feel more expensive lately?

    This might be why:

    The Harris campaign has instead focused its digital spending on larger platforms like Google and Meta, where it has spent over $280mn this year. The vast amount of political spending on those platforms — already more than $1.5bn

    I’m not sure how they’re defining “this year” since the Harris campaign technically started in July when Biden suspended his campaign.

    $280 mil in 3 months?

    Either way, a lot of money putting pressure on the auction algorithms.

    via Financial Times

    Meta is developing an AI search engine, to be embedded in its Meta AI chatbot. The company has reportedly been indexing the web for at least eight months. 

    Meta AI currently uses Google and Bing’s search engines when it fetches users answers about current events, financial markets, and sports.

    This highlights a few things:

    • Search is no longer a platform, it’s a feature.
    • Users want answers, not necessarily options.
    • Google will not be replaced by a copycat. It will be chipped away at by new, novel alternatives and user dispersion across other channels. (and maybe by antitrust)
    • Meta continues to reduce reliance on other companies wherever it can. The true realization of this will be a hardware platform, likely in the XR space.
    • For brands / creators, having your content on the web—preferably on a platform you own—where it can be crawled is once again the path to relevance. (see: Gwern)

    Google Is A Monopolist? Part 2

    Google and the Justice Department are set for a rematch of sorts on Monday when they return to court to argue about Google’s alleged monopolistic behavior over how ads are bought and sold on the internet.

    Apparently that “unknown” age range in Google Ads is mostly teenagers and younger users.

    Google could use app downloads and online activity to determine “with a high degree of confidence” that the “unknown” group was populated by younger users.

    I wonder what the percentage is.

    said Meta CEO Mark Zuckerberg on a call discussing the results with investors. “Over the long term, advertisers will basically just be able to tell us a business objective and a budget, and we’re going to go do the rest for them. We’re going to get there incrementally over time, but I think this is going to be a very big deal.” 

    Digital marketers have been speculating this as a potential future, now Zuck has said it out loud. Based on Google’s PMax experience, advertisers won’t like it.

    A new study reveals the promise and limitations of interactive TV advertising. The key findings:

    • 36% stronger unaided brand recall vs. standard video ads
    • 95% of viewers prefer adding products to cart over immediate purchase
    • Higher CPMs: 10-15% above industry standards
    Anu Adegbola

    The real question is: will people want to shop from their TV?

    In a sense we already do this when we buy a movie, but that feels different than buying a shirt, etc.

    Google and Amazon (and Paramount (via Walmart)?) get an immediate advantagege since they can drive you to an app where you are logged in and already shop.

    Sounds like clickbait: an idea so wild it just might work!

    The idea is that the US would require Google to make its search index publicly available for anyone to use.

    Wouldn't this be taking something that belongs to Google, though?

    Not really. The search index is a collection of keywords and other data from websites created by other people and other companies — not Google.

    This would be interesting, and API access could be a revenue stream. But it feels unlikely.

    As TikTok and Instagram unseat Google in the realm of local search, I see a realm of possibilities for [things like] Meta Maps and SnapMap.

    👀

    image via The Verge

    Google wanted advertisers to turn everything over to the algorithms with Performance Max, advertisers pushed back and asked for a peek inside the black box. Big G blinked.

    Based on your feedback, we’re starting to roll out conversion metrics to Performance Max asset reporting for all advertisers globally to help you understand what’s working well and further optimize your creative.

    YouTube video placement reporting for Performance Max is now rolling out as well, helping you ensure that your ads appear in brand-suitable places.

    Oh yeah, and more AI.

    A federal judge ruled that Google violated US antitrust law by maintaining a monopoly in the search and advertising markets.

    The advertising portion seems specific to “general search text advertising,” so YouTube shouldn’t be at risk.

    We’ll see where this goes, but my guess is Big G won’t be buying default status anymore.

    The prospect of losing tens of billions in guaranteed revenue from Google — which presently come at little to no cost to Apple — disincentivizes Apple from launching its own search engine when it otherwise has built the capacity to do so

    From Apple:

    Apple Maps on the web is available in public beta, allowing users around the world to access Maps directly from their browser

    I think the importance of maps as an os layer will only grow in importance. Primarily for AR and mobility, but also as an ad platform.

    As TikTok and Instagram unseat Google in the realm of local search, I see a realm of possibilities for Meta Maps and SnapMap.

    Mobile + location + discovery + UGC

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