Can Pinterest Survive the AI Shopping Revolution? (November 6, 2025)

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.

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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

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