Yesterday I asked if Amazon leaving Google Shopping is “temporary or a sign that the channel wasn’t worth the money?”
Google’s dominance in product discovery is under pressure as consumer behavioral shifts and genAI tools reshape how people search, shop, and buy.
The Year of the Splinter is now on year 3 and the era of the mega platform is over.
Google could become this cycle’s Microsoft.
via EMARKETER
Amazon has turned off Google Shopping (ads and free from the sound of it).
Auction pressure has reduced dramatically between this and the Temu and Shein pullbacks. Should mean a lot more opportunity.
Now the big question, is this temporary or a sign that the channel wasn’t worth the money?
This is interesting
In a recent update, Google has started indexing and sourcing Instagram content.
Now posts and reels function like blog posts from an SEO perspective.
For professional accounts this could mean approaching it more like Pinterest than TikTok.
attached screenshot from IG announcing the update found online
Add this to the interesting pile:
Google Shopping ad clicks surge 18% in Q2 as Amazon, Temu pull back
The big low price players dropped spend (thanks tariffs) opening up room in the auction competition for other retailers. And shoppers seemed to like it.
🍵 Reading the tea leaves, people aren’t searching Google Shopping to find products on cost competing aggregator platforms. They either don’t want to buy on Amazon or already searched there and the came to Google.
Amazon (and other platform) discovery doesn’t happen via other shopping channels, it happens before shopping searches start.
Apple is bringing in the big guns to power Siri: now with AI!
OpenAI and Jony Ive are thinking screen-free.
Google and Perplexity are powering assistants elsewhere.
Smart glasses are spilling from every nook and cranny.
As the ambient computing future draws nearer, what does your brand sound like?
