Policy Risk: Divest-or-Ban and Legal Battle

In this episode, we unpack how TikTok Shop has rapidly matched eBay’s quarterly gross merchandise sales—about $19B worldwide and roughly $4–$4.5B in the U.S. last quarter—by fusing short-form entertainment with one-tap checkout. We also break down why short videos (more than livestreams in the U.S.) compress the sales funnel, the ripple effects on Amazon and ad budgets, and the policy risk from ongoing divest-or-ban pressure—plus a quick reality check on curbing impulse buys.

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