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We broke the news: Temu hit the brakes – hard. In this episode, Mike and Chris dig into

  • Why Temu suddenly killed all ads in the US, and what happened next
  • Signs that Temu's ad spend shifted to Europe
  • OpenAI’s move into ecommerce, joining Amazon, Perplexity, and Microsoft in the AI shopping race
  • Does Google’s silence might signal hesitation or confidence?
  • A debate: how profit vs growth is now the defining tension in retail strategy

This one’s all about who’s advancing, who’s retreating, and who’s holding the line in a market full of shakeups.

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Chapters

1. Welcome and Introduction (00:00:00)

2. Temu Shutting Down US Google Ads (00:01:45)

3. App Rank Impact and Budget Shifts (00:09:05)

4. OpenAI's New Shopping Feature (00:14:05)

5. Monetization Strategies for AI Search (00:21:27)

6. Profit Optimization Debate (00:24:25)

7. Episode Wrap-Up (00:34:50)

69 episodes