Send us a textPinterest just had one of its worst trading days ever, and blamed tariffs.We dig into what’s really behind the drop:Why ad revenue might be a Pinterest problem, not a tariff problemHow user behavior has shifted away from “mood board” cultureWhat it would take for Pinterest to stay relevant in an AI-driven shopping worldPlus, Namaan and Jenny Rae debate whether Pinterest’s next move is reinvention or acquisition. Partner Links:Learn more about NordStellar's Threat Exposure Management Program; unlock 20% off with code BLACKFRIDAY20 until Dec. 10, 2025Chapters03:12 Pinterest's Earnings Report and Ad Revenue Concerns06:25 The Impact of Tariffs on Pinterest's Business Model08:57 Competition from Chatbots and AI in User Engagement11:53 The Future of Pinterest: AI-Powered Shopping Assistant14:54 Challenges of Being an Intermediary in the Age of AI17:47 Potential for Pinterest to Become a TastemakerListen to the Market Outsiders podcast, the new daily show with the Management Consulted teamConnect With Management Consulted Schedule free 15min consultation with the MC Team. Watch the video version of the podcast on YouTube! Follow us on LinkedIn, Instagram, and TikTok for the latest updates and industry insights! Join an upcoming live event - case interviews demos, expert panels, and more. Email us ([email protected]) with questions or feedback.

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