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
The Silicon Valley Xerox machine is humming again, Instagram and TikTok want to pull a YouTube and move to the big(ger) screen.
Why? Pull in the different demos and higher ad rates that TVs make possible.
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?