Send us a text Pinterest 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 problem How user behavior has shifted away from “mood board” culture What it would take for Pinterest to stay relevant in an AI-driven shopping world Plus, 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, 2025 Chapters 03:12 Pinterest's Earnings Report and Ad Revenue Concerns 06:25 The Impact of Tariffs on Pinterest's Business Model 08:57 Competition from Chatbots and AI in User Engagement 11:53 The Future of Pinterest: AI-Powered Shopping Assistant 14:54 Challenges of Being an Intermediary in the Age of AI 17:47 Potential for Pinterest to Become a Tastemaker Listen to the Market Outsiders podcast, the new daily show with the Management Consulted team Connect 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 (
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