Daily Tech News Show TikTok Is Coming for eBay - DTNS 5143
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Nov 10, 2025 TikTok Shop is making waves with a staggering $19 billion quarter, challenging eBay's long-held dominance. The rise of live streaming in Asian e-commerce sparks discussions on why the trend hasn't translated to the U.S. Influencer-led commerce takes center stage as creators thrive on platforms like TikTok and Instagram. Meanwhile, generative AI is transforming Hollywood's VFX landscape, despite tensions over its creative implications. Additionally, concerns about the AI chip market bubble and regulations around TikTok loom large.
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TikTok Shop's Rapid Rise
- Echo Tick estimated TikTok Shop sold ~$19B worldwide from July–September, placing it nearly level with eBay's $20.1B in the same quarter.
- TikTok's U.S. sales grew rapidly and made the U.S. its largest market outside China during that period.
Live Streaming vs Short Clips
- Live shopping drives massive e‑commerce engagement in China but remains a smaller slice in the U.S., where short influencer clips dominate.
- TikTok reports fast year‑over‑year growth in live sessions and sales, though from smaller bases.
Creators Fuel U.S. TikTok Commerce
- U.S. TikTok adoption skews toward influencer-led discovery rather than celebrity-driven livestream spectacles seen in China.
- That makes TikTok Shop's U.S. growth more about creators and product demos than megastar events.