Temu

Paramount Global finally agreed to merge with Skydance Media, but it’s not out of the woods yet. Plus, is YouTube really worth $455 billion?

In today’s newsletter: Closing arguments begin in the DOJ vs. Google Search antitrust trial; the sports betting ad bubble might be set to burst; and Etsy struggles to stand out among ecommerce competitors in audience scale and marketing spend.

In today’s newsletter: Another fin tech platform joins the ad tech fray; Temu’s runaway spending may be driving up Meta ad prices; and company emails reveal the power struggle between Google Ads and Google Search.

American consumers are buying more and more online products directly from Chinese manufacturers. It’s an important change, though many online shoppers are unaware.

In today’s newsletter: The quantum entanglements of Google’s and Reddit’s contracts could come under scrutiny; Meta’s ad revenue growth is healthy, though its ad platform’s a mess; and TikTok’s developing AI-generated creators for advertising.

In today’s newsletter: AppLovin raises $144 million and buys video shopping app Flip; Google agrees to disclose that it collects data from Incognito users; and why Trader Joe’s is (and isn’t) the Shein of grocery stores.

In today’s newsletter: Google’s ad strength meter could push advertisers to adopt Google’s campaign preferences; Home Depot hosts an “InFront” to show off its RMN, Orange Apron Media; and the Privacy Sandbox rollout could do serious damage to the online ad industry.

In today’s newsletter: Can Etsy and Wayfair compete against Temu?; audience data dominates the TV upfronts; the FTC sues to block the Kroger/Albertsons deal.

In today’s newsletter: The simmering tension between Apple and Meta keeps growing; Nielsen panels have staying power; Temu’s Super Bowl play probably won’t pay off.

After Temu’s 5+ Super Bowl ads and billions in ad spending, will people shop like a billionaire? We discuss the strange profligacy of the discount shopping app.