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It’s not the magnitude, it’s the trend.

For the first time since 2015, Google’s global share of the search market fell below the 90% threshold

The search giant’s global market share has dropped below 90% in six of the previous seven months

The splintering continues.

via ADWEEK

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Consumer sentiment isn’t great, Bob.

According to the Behind the Numbers podcast the animal spirits at play include:

  • Expected unemployment growth
  • Tariff/economic uncertainty
  • Expected inflation (see above)

in particular, people are really concerned about the constant changes and the constant movement of economic policies and consumers are finding it very difficult to deal with this uncertainty. It makes it really difficult to plan.

Humans really don’t like uncertainty.

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BeReal
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That’s right, the drop everything and take a pic app snagged themselves a TikTok exec and

announced the launch of its native advertising platform in the United States

The goal is to pull a Snapchat and “focus on positivity”

ad formats are meant to mirror the user experience, according to the brand. Targeted in-feed ads are integrated into the flow of the platform’s content for low-friction engagement, while takeovers offer brands exclusive ad placement for one full day.

Of note in the Marketing Dive post, 40 million monthly active users, heavily Gen Z

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Meta is adding a deluxe version of its smart glasses this year, likely trying to keep its lead.

plans to include hand-gesture controls and a screen for displaying photos and apps

The screen is limited—just a corner of one lens—but v2 is already in the works with both lenses getting in on the party.

App focus sounds like pics + maps + notifications. Handy first gen mix for a heads up display.

Who knows how tariffs impact the timeline (and already hefty price tag), but on-lens display is the next big step and true test for AR/smart glasses (and I’m bullish).

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So…what is the tariff rate on China now?

I shared 125%, but I’ve also seen 110% and 145%.

Seems like the messaging on this could have been better.