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It鈥檚 the new tide of ecommerce and it鈥檚 here to stay,鈥� said our analyst Andrew Spink. 鈥淚t鈥檚 a reflection of a new era where consumers seamlessly transition from content consumption to making purchases in a single integrated flow.鈥�. Driving the prediction:. US shoppable media buyers will reach nearly 100 million this year, growing 4.4% YoY, per our September 2023 forecast.

This article originally appeared in Insider Intelligence's Retail & Ecommerce Briefing鈥攁 daily recap of top stories reshaping the retail industry. Subscribe to have more hard-hitting takeaways delivered to your inbox daily. Are you a client? Click here to subscribe. Want to learn more about how you can benefit from our expert analysis? Click here.

This article originally appeared in Insider Intelligence's Retail & Ecommerce Briefing鈥攁 daily recap of top stories reshaping the retail industry. Subscribe to have more hard-hitting takeaways delivered to your inbox daily. Are you a client? Click here to subscribe. Want to learn more about how you can benefit from our expert analysis? Click here.

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.

It launched an API for Facebook Reels, and announced it would shut down its live shopping feature. Instagram鈥檚 Q3 was marked by strategic shifts. It pivoted its commerce strategy, and converted all videos under 15 minutes long to Reels. Snap is in a tough spot.

Our take: It鈥檚 been two months since President Biden signed the CHIPS Act, and there is considerable momentum from chipmakers announcing plans for US-based factories, despite the added pressure of the tech cold war with China. This article originally appeared in Insider Intelligence's Connectivity & Tech Briefing鈥攁 daily recap of top stories reshaping the technology industry.

We outlined the five possible growth areas for TikTok in August, which predicted its entry into ecommerce, streaming music, gaming, online learning, and search. Little did we know that TikTok鈥檚 expansion plans in all these areas were already well underway. TikTok is considered the go-to platform for discovering new music, which has propelled obscure songs into the Billboard 100 and Spotify Viral 50.

The voice shopping opportunity. Interest in voice shopping remains low, but it could be used to reengage consumers in different ways. Marketers should be able to quickly switch the focus of their voice marketing efforts if one type of voice assistant or smart speaker starts performing better in today鈥檚 quickly changing economic environment.

Even China, which has blocked Western social networks, saw a substantial increase in programmatic spending during that time frame. Programmatic direct will make up the vast majority of the market. It will account for 87.0% of total programmatic ad spending in Canada this year.

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.

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.

So the Department of Defense's 2020 budget for AI related R&D was just under 4 billion, but that could grow under the Trump administration, especially since we know that the objective there is to outpace China. So you could see more investment getting into those applications, defense, AI applications for government as well. Marcus Johnson (16:19):. Yeah, yeah.

So China. China is home to be fastest train in the world. It's called the Shanghai maglev, which can clock nearly 300 miles per hour or 500 kilometers per hour. Kayla Zhu of Visual Capitalist notes it uses electromagnets to float above the tracks, which eliminates resistance, reduces maintenance costs, and allows for higher top speeds. The next fastest trains are about 30% slower.

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.

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.