Mark Shmulik

Amazon faces competition from Chinese e-commerce giant Temu as they battle over market dominance in the US. Timu's aggressive marketing strategy, cheap unbranded products, and innovative business model challenge Amazon's position. Insights from Etsy's CEO shed light on the competitive landscape of e-commerce. Additionally, the hosts discuss the unexpected crow population boom in downtown Portland, drawing humorous parallels to the competitive dynamics between Temu and Amazon.

Mark Shmulik, a US Internet Analyst at Bernstein Research, shares his insights on Meta Platforms’ strategic maneuvers against competitors like TikTok and Google. He discusses the importance of attracting content creators and monetizing platforms such as WhatsApp. The conversation highlights the rapid success of Threads and its user engagement without heavy advertising. Shmulik also explores Meta’s future ambitions in AI and augmented reality, emphasizing a shift towards personalized experiences and innovative digital services.