As AI reshapes search, TikTok turns discovery into a performance pitch

Not too long ago, TikTok was postured as the future of search. Where Google returned links, TikTok served short-form videos showing people how to cook, where to eat and what the ingredients actually looked like. Then large language models (LLMs) arrived and rewrote the dynamics of search entirely.

That doesn’t necessarily hurt TikTok, said Isobel Sita-Lumsden, TikTok’s global head of business marketing, who recently stepped into her expanded role, taking over from Sofia Hernandez who left at the end of March. The search behavior it cultivated was always less about information retrieval and more about discovery. In fact, daily searches on the platform are up 40% year on year, per the company. Whether it continues to grow given how AI is rapidly changing the way people access information remains to be seen.

TikTok’s argument is that discovery on its platform endures because it moves faster, compared to other platforms. A user will search for a product, be inundated with related creator content, see comments and make a purchase, more often than not within the same app session. That process is being increasingly identified internally as a “collapsed funnel,” where discovery, consideration and conversion happen at the same time.

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Publicis and The Trade Desk settle their dispute, but tell no one why

Publicis and The Trade Desk have made up, which is either a triumph of negotiation or a sign the whole thing was never quite as dramatic as it seemed.

The resolution, announced earlier today (June 12) in a joint statement, came after months of public rebukes, audits and no shortage of background briefing from both sides. It started in March when Publicis pulled The Trade Desk from its recommended DSP list after an audit found what it claimed were irregularities in how the platform applied its fees — specifically that The Trade Desk was stacking its ad tech fee on top of other charges in a way the holdco said wasn’t supported by its contract. Publicis told clients to stop spending with the platform. The Trade Desk’s stock dropped around 13%. Turns out, it was a round trip.

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“Publicis and The Trade Desk were able to address previous differences as identified in the [Publicis] audit and can now recommend TTD to our clients along with other DSP partners,” read a statement that was first shared with Ad Age. “Publicis and The Trade Desk are now focused on moving forward and continue to maintain a mutual commitment to delivering measurable outcomes for advertisers.”

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