One of the defining post-pandemic shifts in tech has been unfolding in the social media space. Seemingly overnight, tech giants including Meta and Google found themselves on the ropes, fighting a new kind of competitor: TikTok and algorithm-fueled video timelines. From my vantage point of analyzing quarterly earnings, we are already seeing the next phase of TikTok’s influence seeping through the industry, and the observations make me increasingly worried about where things…