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AI Shopping Hits Critical Mass | Fast Five Shorts · Omni Talk Retail

• 0:00
  US
• 0:00
  consumers
• 0:01
  spent
• 0:01
  $88.7
• 0:02
  billion
• 0:03
  online
• 0:04
  in
• 0:04
  the
• 0:04
  month
• 0:04
  of
• 0:04
  October,
• 0:05
  up
• 0:05
  8.2%
• 0:06
  year
• 0:06
  over
• 0:07
  year,
• 0:07
  according
• 0:08
  to
• 0:08
  Adobe's
• 0:08
  new
• 0:09
  Adobe
• 0:09
  Analytics
• 0:10
  E
• 0:10
  commerce
• 0:10
  data
• 0:11
  for
• 0:11
  October.
• 0:12
  Mobile
• 0:13
  drove
• 0:13
  the
• 0:13
  majority
• 0:13
  of
• 0:14
  the
• 0:14
  online
• 0:14
  spend
• 0:14
  with
• 0:15
  a
• 0:15
  51.4%
• 0:17
  share,
• 0:18
  $45.6
• 0:19
  billion,
• 0:19
  up
• 0:20
  11.6%
• 0:22
  year
• 0:22
  over
• 0:22
  year
• 0:23
  compared
• 0:23
  to
• 0:24
  desktop
• 0:24
  shopping
• 0:25
  and
• 0:25
  most
• 0:25
  surprisingly,
• 0:26
  generative
• 0:27
  AI
• 0:27
  traffic.
• 0:27
  This
• 0:28
  is
• 0:28
  the
• 0:28
  one
• 0:28
  to
• 0:28
  pay
• 0:28
  attention
• 0:29
  to,
• 0:29
  folks.
• 0:29
  Generative
• 0:30
  AI
• 0:30
  traffic
• 0:31
  to
• 0:31
  retail
• 0:31
  sites
• 0:31
  hit
• 0:32
  a
• 0:32
  major
• 0:32
  inflection
• 0:33
  point,
• 0:33
  now
• 0:34
  converting
• 0:35
  16%
• 0:36
  better
• 0:36
  than
• 0:37
  non
• 0:37
  AI
• 0:38
  traffic
• 0:38
  sources
• 0:38
  in
• 0:39
  October
• 0:39
  of
• 0:39
  2025.
• 0:40
  This
• 0:41
  marks
• 0:41
  a
• 0:41
  dramatic
• 0:42
  reversal
• 0:42
  from
• 0:43
  just
• 0:43
  three
• 0:44
  months
• 0:44
  earlier,
• 0:44
  when
• 0:45
  AI
• 0:45
  traffic
• 0:45
  converted
• 0:46
  9%
• 0:47
  worse
• 0:47
  than
• 0:47
  traditional
• 0:48
  channels.
• 0:49
  The
• 0:49
  data,
• 0:49
  which
• 0:50
  analyzes
• 0:50
  over
• 0:50
  1
• 0:51
  trillion
• 0:51
  US
• 0:52
  retail
• 0:52
  sites,
• 0:53
  shows
• 0:53
  AI
• 0:53
  traffic
• 0:54
  increased
• 0:54
  1200%
• 0:56
  year
• 0:57
  over
• 0:57
  year
• 0:57
  in
• 0:57
  October.
• 0:58
  And
• 0:58
  shoppers
• 0:58
  arriving
• 0:59
  from
• 0:59
  AI
• 0:59
  sources
• 1:00
  are
• 1:00
  now
• 1:00
  13.6%
• 1:02
  more
• 1:02
  engaged,
• 1:03
  spending
• 1:03
  44%
• 1:04
  longer
• 1:05
  on
• 1:05
  sites
• 1:06
  and
• 1:06
  with
• 1:06
  31%
• 1:08
  lower
• 1:08
  bounce
• 1:09
  rates.
• 1:09
  Kelly,
• 1:10
  we're
• 1:10
  going
• 1:10
  to
• 1:10
  go
• 1:10
  to
• 1:10
  you
• 1:11
  first
• 1:11
  on
• 1:11
  this
• 1:11
  one.
• 1:12
  What
• 1:13
  should
• 1:13
  the
• 1:13
  retail
• 1:14
  and
• 1:14
  CPG
• 1:14
  executives
• 1:15
  listening
• 1:15
  make
• 1:15
  of
• 1:16
  Adobe's
• 1:16
  reported
• 1:16
  higher
• 1:17
  conversion
• 1:17
  statistics
• 1:18
  from
• 1:18
  all
• 1:19
  of
• 1:19
  those
• 1:19
  people
• 1:19
  who
• 1:19
  shopped
• 1:20
  via
• 1:20
  generative
• 1:21
  AI
• 1:21
  in
• 1:21
  October?
• 1:23
  Massive
• 1:23
  change.
• 1:24
  Yeah,
• 1:25
  huge
• 1:25
  change.
• 1:25
  And
• 1:26
  great
• 1:26
  question.
• 1:27
  And
• 1:27
  I
• 1:28
  think
• 1:28
  that
• 1:29
  this
• 1:29
  is,
• 1:30
  if
• 1:30
  anything,
• 1:31
  the
• 1:32
  sign
• 1:32
  that
• 1:32
  executives
• 1:34
  are
• 1:34
  waiting
• 1:34
  for
• 1:35
  to
• 1:36
  start
• 1:37
  planning
• 1:37
  for
• 1:38
  energentic
• 1:39
  omnichannel
• 1:40
  experience,
• 1:40
  if
• 1:41
  they
• 1:41
  haven't
• 1:41
  already.
• 1:43
  You
• 1:43
  know,
• 1:43
  when
• 1:43
  I
• 1:44
  heard
• 1:44
  about
• 1:44
  this
• 1:44
  headline,
• 1:45
  I
• 1:45
  was
• 1:46
  not
• 1:46
  surprised.
• 1:46
  The
• 1:47
  magnitude
• 1:47
  of
• 1:48
  growth
• 1:48
  was
• 1:48
  certainly
• 1:49
  shocking,
• 1:50
  but
• 1:51
  also
• 1:51
  we've
• 1:51
  been
• 1:51
  seeing
• 1:52
  so
• 1:52
  many
• 1:52
  signs
• 1:53
  that
• 1:53
  this
• 1:53
  was
• 1:54
  coming
• 1:55
  both
• 1:55
  on
• 1:55
  the
• 1:56
  consumer
• 1:56
  side
• 1:56
  and
• 1:57
  on
• 1:57
  the
• 1:58
  industry
• 1:58
  leaders.
• 1:59
  So,
• 1:59
  you
• 2:00
  know,
• 2:00
  back
• 2:00
  in
• 2:00
  the
• 2:00
  spring,
• 2:00
  spring,
• 2:01
  our
• 2:01
  consumer
• 2:02
  sentiment
• 2:02
  survey
• 2:03
  that
• 2:03
  we
• 2:03
  run
• 2:04
  at
• 2:04
  CRG
• 2:05
  was
• 2:05
  already
• 2:05
  starting
• 2:06
  to
• 2:06
  show
• 2:06
  that
• 2:07
  24%
• 2:07
  of
• 2:08
  consumers
• 2:08
  are
• 2:09
  strongly
• 2:10
  influenced
• 2:10
  by
• 2:10
  AI
• 2:11
  purchases.
• 2:12
  You've
• 2:13
  had
• 2:13
  Walmart,
• 2:15
  Sam's,
• 2:16
  brands
• 2:17
  like,
• 2:17
  Skims,
• 2:17
  Glossier,
• 2:18
  all
• 2:18
  these
• 2:19
  companies
• 2:19
  starting
• 2:19
  to
• 2:19
  partner
• 2:20
  with
• 2:20
  ChatGPT
• 2:21
  platform
• 2:22
  over
• 2:22
  the
• 2:22
  summer.
• 2:23
  So
• 2:23
  there's
• 2:24
  just
• 2:24
  been
• 2:24
  such
• 2:24
  a
• 2:25
  move
• 2:25
  to
• 2:25
  partner
• 2:26
  with
• 2:27
  these
• 2:27
  AI
• 2:28
  platforms
• 2:29
  and
• 2:29
  start
• 2:29
  to
• 2:29
  figure
• 2:30
  out
• 2:30
  how
• 2:30
  you
• 2:30
  can
• 2:31
  have
• 2:31
  that
• 2:31
  seamless
• 2:31
  shopping
• 2:32
  experience
• 2:32
  that,
• 2:33
  you
• 2:34
  know,
• 2:34
  it
• 2:34
  seems
• 2:35
  to
• 2:35
  have
• 2:35
  clicked
• 2:36
  and
• 2:36
  now's
• 2:37
  really
• 2:37
  the
• 2:37
  time
• 2:37
  where
• 2:37
  people
• 2:38
  need
• 2:38
  to
• 2:38
  figure
• 2:38
  out
• 2:39
  how
• 2:39
  to
• 2:40
  make
• 2:40
  that
• 2:40
  work
• 2:40
  for
• 2:40
  them.
• 2:42
  And
• 2:42
  also
• 2:43
  from
• 2:43
  a
• 2:43
  consumer
• 2:43
  angle,
• 2:44
  I
• 2:44
  think
• 2:44
  it
• 2:45
  makes
• 2:45
  sense
• 2:45
  too.
• 2:45
  You
• 2:46
  know,
• 2:47
  digital
• 2:47
  shopping
• 2:48
  can
• 2:48
  be
• 2:48
  so
• 2:48
  overwhelming.
• 2:49
  There's
• 2:49
  so
• 2:49
  many
• 2:50
  options,
• 2:50
  assortments
• 2:51
  are
• 2:51
  huge.
• 2:52
  So
• 2:52
  to
• 2:52
  be
• 2:52
  able
• 2:53
  to
• 2:53
  just
• 2:53
  type
• 2:53
  in,
• 2:54
  you
• 2:54
  know,
• 2:54
  here's
• 2:55
  exactly
• 2:55
  what
• 2:55
  I'm
• 2:55
  looking
• 2:55
  for
• 2:56
  and
• 2:56
  have
• 2:57
  Chat
• 2:57
  CBT
• 2:58
  send
• 2:58
  you
• 2:58
  three
• 2:59
  links
• 3:00
  and
• 3:00
  that
• 3:00
  directs
• 3:01
  you
• 3:01
  right
• 3:01
  to
• 3:01
  the
• 3:01
  site.
• 3:02
  It's
• 3:02
  it's
• 3:02
  so
• 3:03
  easy.
• 3:03
  So
• 3:03
  I'm
• 3:03
  not
• 3:04
  surprised
• 3:04
  conversion
• 3:05
  has
• 3:05
  skyrocketed.
• 3:06
  Yeah,
• 3:07
  it's
• 3:07
  really
• 3:07
  giving
• 3:07
  consumers
• 3:08
  like
• 3:09
  online
• 3:10
  the
• 3:10
  ability
• 3:10
  to
• 3:11
  get
• 3:11
  the
• 3:11
  service
• 3:11
  that
• 3:11
  they
• 3:12
  would
• 3:12
  in
• 3:12
  some
• 3:13
  of
• 3:13
  the
• 3:13
  or
• 3:13
  the
• 3:13
  specialty
• 3:14
  service
• 3:14
  they
• 3:14
  would
• 3:14
  be
• 3:14
  getting
• 3:15
  in
• 3:15
  some
• 3:15
  of
• 3:15
  those
• 3:15
  retailers
• 3:16
  too.
• 3:17
  You
• 3:17
  know,
• 3:17
  all
• 3:18
  the
• 3:18
  confidence
• 3:18
  that
• 3:18
  ChatGPT
• 3:19
  is
• 3:19
  able
• 3:20
  to
• 3:20
  provide
• 3:20
  them
• 3:20
  in
• 3:21
  why
• 3:21
  and
• 3:22
  how
• 3:22
  it
• 3:22
  narrowed
• 3:22
  down
• 3:23
  those
• 3:23
  three
• 3:23
  options
• 3:24
  totally.
• 3:25
  Waqas,
• 3:26
  what
• 3:27
  do
• 3:27
  you
• 3:27
  think
• 3:27
  from
• 3:27
  a
• 3:28
  digital
• 3:28
  perspective?
• 3:29
  You
• 3:29
  spent
• 3:30
  a
• 3:30
  lot
• 3:30
  of
• 3:30
  time
• 3:30
  in
• 3:31
  digital
• 3:31
  commerce.
• 3:33
  How
• 3:33
  does
• 3:34
  these
• 3:34
  stats,
• 3:34
  how
• 3:35
  do
• 3:35
  they
• 3:35
  impact
• 3:35
  your
• 3:36
  thoughts
• 3:36
  about
• 3:36
  how
• 3:36
  retailers
• 3:37
  and
• 3:37
  CPG
• 3:38
  should
• 3:38
  be
• 3:38
  thinking
• 3:38
  about
• 3:38
  the
• 3:39
  future
• 3:39
  of
• 3:39
  shopping
• 3:40
  online?
• 3:41
  Yeah,
• 3:41
  so
• 3:42
  I
• 3:42
  think
• 3:42
  we,
• 3:43
  you
• 3:43
  know,
• 3:44
  even
• 3:44
  in
• 3:45
  one
• 3:45
  of
• 3:45
  our
• 3:45
  lunch
• 3:45
  and
• 3:45
  learns
• 3:46
  recently
• 3:47
  we
• 3:47
  had
• 3:47
  a
• 3:47
  company
• 3:47
  founder
• 3:48
  who
• 3:48
  came
• 3:49
  and
• 3:49
  talked
• 3:49
  to
• 3:49
  us
• 3:49
  about
• 3:50
  what's
• 3:51
  what
• 3:51
  technology
• 3:51
  sits
• 3:52
  behind
• 3:53
  some
• 3:54
  of
• 3:54
  the
• 3:54
  one
• 3:55
  click
• 3:55
  buying
• 3:55
  that
• 3:55
  we
• 3:56
  see
• 3:56
  and
• 3:56
  some
• 3:56
  of
• 3:56
  the
• 3:56
  agentic
• 3:57
  buying
• 3:57
  that
• 3:57
  we
• 3:57
  see.
• 3:59
  There
• 3:59
  is
• 3:59
  a,
• 4:00
  the
• 4:00
  current
• 4:01
  environment
• 4:01
  even
• 4:01
  online
• 4:02
  is
• 4:03
  full
• 4:03
  of
• 4:03
  friction.
• 4:04
  So
• 4:04
  there
• 4:04
  is,
• 4:04
  you
• 4:04
  know,
• 4:04
  you
• 4:05
  have
• 4:05
  to
• 4:05
  go
• 4:05
  from
• 4:05
  one
• 4:05
  click
• 4:06
  to
• 4:06
  another
• 4:06
  to
• 4:06
  another
• 4:06
  to
• 4:07
  another.
• 4:07
  If
• 4:07
  you
• 4:07
  have
• 4:07
  a
• 4:07
  profile
• 4:08
  set
• 4:08
  up
• 4:09
  and
• 4:10
  what
• 4:10
  you'll
• 4:10
  start
• 4:11
  to
• 4:11
  see
• 4:11
  is
• 4:12
  that
• 4:12
  even
• 4:12
  the
• 4:12
  large
• 4:13
  platform
• 4:13
  like
• 4:13
  Amazon,
• 4:14
  their
• 4:15
  homepage
• 4:15
  is
• 4:15
  cluttered
• 4:16
  with
• 4:16
  recommendations,
• 4:17
  it's
• 4:17
  hard
• 4:18
  to
• 4:18
  tell
• 4:18
  what
• 4:18
  is
• 4:19
  sponsor,
• 4:20
  what
• 4:20
  is
• 4:20
  not
• 4:21
  sponsored.
• 4:21
  There's
• 4:22
  a
• 4:22
  thing
• 4:22
  called
• 4:22
  relevance,
• 4:23
  you
• 4:23
  know,
• 4:23
  how
• 4:24
  does
• 4:24
  relevance
• 4:24
  get
• 4:25
  decided?
• 4:26
  You
• 4:26
  can
• 4:26
  imagine
• 4:27
  that
• 4:27
  for
• 4:27
  a
• 4:27
  buyer
• 4:28
  who
• 4:29
  wants
• 4:29
  something
• 4:30
  maybe
• 4:30
  sorted
• 4:31
  by
• 4:31
  price,
• 4:32
  you
• 4:32
  know,
• 4:32
  it's
• 4:32
  hard
• 4:33
  to
• 4:33
  decipher,
• 4:34
  you
• 4:34
  know,
• 4:34
  where
• 4:35
  to
• 4:35
  go
• 4:36
  now
• 4:37
  the
• 4:37
  agent
• 4:38
  kind
• 4:38
  of
• 4:39
  declutters
• 4:39
  all
• 4:39
  that
• 4:40
  for
• 4:40
  you
• 4:40
  and
• 4:42
  now
• 4:42
  you
• 4:43
  can,
• 4:43
  you
• 4:43
  know,
• 4:43
  in
• 4:43
  our
• 4:44
  next
• 4:44
  question
• 4:44
  we'll
• 4:44
  come
• 4:44
  to
• 4:45
  it
• 4:45
  with
• 4:45
  the
• 4:46
  perplexity
• 4:46
  discussion.
• 4:47
  It
• 4:47
  declutters
• 4:48
  all
• 4:48
  that
• 4:48
  for
• 4:49
  you
• 4:49
  so
• 4:49
  I
• 4:49
  can
• 4:49
  see
• 4:50
  and
• 4:51
  you
• 4:51
  get
• 4:51
  the
• 4:51
  answer
• 4:52
  that
• 4:52
  you
• 4:52
  need.
• 4:53
  It's
• 4:53
  like
• 4:53
  the
• 4:53
  old
• 4:53
  Google
• 4:54
  times,
• 4:54
  right,
• 4:54
  where
• 4:55
  you
• 4:55
  know,
• 4:55
  you
• 4:55
  get
• 4:55
  one
• 4:55
  answer
• 4:56
  and
• 4:56
  it's,
• 4:56
  it's
• 4:57
  just
• 4:57
  so
• 4:57
  spot
• 4:57
  on
• 4:58
  that
• 4:58
  you
• 4:58
  don't
• 4:59
  want
• 4:59
  to
• 4:59
  go
• 4:59
  anywhere
• 4:59
  else.
• 5:00
  So,
• 5:00
  so
• 5:00
  I
• 5:01
  can
• 5:01
  see
• 5:01
  the,
• 5:01
  the
• 5:02
  conversion
• 5:02
  and,
• 5:03
  and
• 5:03
  I
• 5:03
  think
• 5:03
  there's
• 5:04
  much
• 5:04
  to
• 5:04
  learn
• 5:06
  and,
• 5:06
  and
• 5:06
  I
• 5:07
  think,
• 5:07
  I
• 5:08
  think
• 5:08
  this,
• 5:08
  this
• 5:08
  is
• 5:09
  like,
• 5:09
  you
• 5:09
  cannot
• 5:09
  unring
• 5:10
  this
• 5:10
  bell.
• 5:10
  This,
• 5:11
  this
• 5:11
  has
• 5:11
  happened.
• 5:12
  I
• 5:12
  think
• 5:12
  we
• 5:12
  have
• 5:12
  to
• 5:12
  adapt
• 5:14
  and,
• 5:14
  and,
• 5:14
  and
• 5:15
  retailers
• 5:15
  will
• 5:15
  have
• 5:16
  to
• 5:16
  learn
• 5:16
  to,
• 5:16
  to
• 5:17
  work
• 5:17
  with
• 5:18
  generative
• 5:18
  engine
• 5:18
  optimization
• 5:19
  and
• 5:19
  many
• 5:20
  other
• 5:20
  similar,
• 5:21
  similar
• 5:21
  situations.
• 5:23
  Yeah,
• 5:24
  Wakas,
• 5:24
  you
• 5:25
  bring
• 5:25
  up
• 5:25
  a
• 5:25
  really
• 5:25
  good
• 5:25
  point
• 5:26
  too.
• 5:26
  There's
• 5:26
  a
• 5:26
  headline
• 5:27
  that
• 5:27
  we
• 5:27
  covered
• 5:27
  in
• 5:27
  the
• 5:28
  Retail
• 5:28
  Daily
• 5:28
  minute
• 5:28
  this
• 5:29
  week
• 5:29
  talking
• 5:30
  about
• 5:30
  a
• 5:30
  company
• 5:31
  called
• 5:31
  Constructor
• 5:32
  that's
• 5:32
  going
• 5:33
  in
• 5:33
  and
• 5:33
  they're
• 5:33
  actually
• 5:34
  helping.
• 5:34
  So
• 5:34
  once
• 5:35
  the
• 5:35
  generative
• 5:36
  agent
• 5:36
  of
• 5:36
  your
• 5:36
  choice
• 5:37
  has
• 5:37
  gotten
• 5:37
  you
• 5:37
  to
• 5:38
  the
• 5:38
  page
• 5:38
  they're
• 5:39
  able
• 5:39
  to
• 5:39
  help
• 5:39
  retailers
• 5:40
  kind
• 5:40
  of
• 5:40
  deploy
• 5:41
  some
• 5:41
  technology
• 5:42
  so
• 5:42
  that
• 5:42
  you
• 5:42
  can
• 5:43
  continue
• 5:43
  that
• 5:44
  conversation
• 5:44
  with
• 5:44
  an
• 5:45
  agent
• 5:45
  versus
• 5:45
  going
• 5:46
  to
• 5:46
  the
• 5:47
  Glossier
• 5:47
  site
• 5:48
  like
• 5:48
  you
• 5:48
  mentioned,
• 5:48
  Kelly,
• 5:49
  and
• 5:49
  then
• 5:49
  a
• 5:50
  conversation
• 5:50
  with
• 5:50
  their
• 5:50
  agent.
• 5:51
  And
• 5:52
  so
• 5:52
  I,
• 5:52
  I
• 5:52
  think
• 5:53
  that's
• 5:53
  going
• 5:53
  to
• 5:53
  be
• 5:53
  an
• 5:53
  interesting
• 5:54
  component
• 5:54
  to
• 5:54
  this
• 5:54
  discussion
• 5:55
  too,
• 5:55
  is
• 5:56
  how,
• 5:56
  you
• 5:57
  know,
• 5:57
  behaviors
• 5:58
  are
• 5:58
  changing.
• 5:59
  So
• 5:59
  once
• 5:59
  I
• 5:59
  get
• 6:00
  perplexity
• 6:01
  directs
• 6:01
  me
• 6:01
  to
• 6:01
  that
• 6:01
  page
• 6:02
  on
• 6:02
  Glossier.
• 6:03
  Now
• 6:03
  I
• 6:04
  have
• 6:04
  an
• 6:04
  agent
• 6:04
  that
• 6:04
  I
• 6:04
  can
• 6:05
  start
• 6:05
  to
• 6:05
  interact
• 6:05
  with
• 6:06
  with
• 6:06
  this
• 6:06
  constructor
• 6:07
  technology
• 6:07
  that
• 6:07
  is
• 6:08
  going
• 6:08
  to
• 6:08
  help
• 6:08
  me
• 6:08
  solve
• 6:09
  other
• 6:09
  problems
• 6:10
  about
• 6:10
  that,
• 6:11
  that
• 6:11
  product
• 6:12
  at
• 6:12
  the
• 6:12
  PDP
• 6:13
  level.
• 6:14
  So
• 6:14
  I
• 6:14
  think
• 6:14
  there's
• 6:15
  a
• 6:15
  lot
• 6:15
  that
• 6:15
  the
• 6:15
  retailers
• 6:16
  and
• 6:16
  CPGs
• 6:17
  listening
• 6:17
  need
• 6:18
  to
• 6:18
  think
• 6:18
  about
• 6:18
  when
• 6:18
  it
• 6:18
  comes
• 6:19
  to
• 6:19
  how
• 6:20
  they're
• 6:20
  preparing
• 6:20
  their
• 6:21
  own
• 6:21
  sites
• 6:22
  for
• 6:22
  some
• 6:22
  of
• 6:23
  that,
• 6:23
  who
• 6:23
  they're
• 6:23
  partnering
• 6:24
  with
• 6:24
  to
• 6:24
  help
• 6:24
  support,
• 6:25
  you
• 6:25
  know,
• 6:26
  continuing
• 6:26
  that
• 6:26
  experience
• 6:27
  for
• 6:27
  consumers.
• 6:28
  And
• 6:28
  then,
• 6:28
  you
• 6:29
  know,
• 6:29
  how,
• 6:30
  how
• 6:30
  they're
• 6:30
  kind
• 6:31
  of
• 6:31
  rethinking
• 6:32
  this
• 6:32
  whole
• 6:32
  consumer
• 6:33
  journey
• 6:33
  to
• 6:34
  your
• 6:34
  point,
• 6:34
  because
• 6:35
  this
• 6:35
  isn't
• 6:36
  something
• 6:36
  you
• 6:36
  can
• 6:36
  go
• 6:36
  back
• 6:37
  on.
• 6:37
  This
• 6:37
  is,
• 6:37
  this
• 6:37
  is
• 6:38
  the
• 6:38
  only
• 6:38
  forward
• 6:38
  motion
• 6:39
  at
• 6:39
  this
• 6:39
  point.
• 6:41
  Chris,
• 6:41
  close
• 6:42
  us
• 6:42
  out
• 6:42
  here
• 6:42
  with
• 6:42
  your
• 6:42
  thoughts,
• 6:43
  though.
• 6:43
  What
• 6:43
  do
• 6:43
  you
• 6:44
  think
• 6:44
  that,
• 6:44
  that
• 6:44
  you
• 6:45
  would
• 6:45
  tell
• 6:45
  the,
• 6:45
  the
• 6:46
  retail
• 6:46
  and
• 6:47
  CPG
• 6:47
  executives
• 6:48
  listening
• 6:48
  about
• 6:48
  this?
• 6:49
  Yeah,
• 6:50
  I
• 6:50
  think,
• 6:50
  I
• 6:51
  mean,
• 6:51
  I
• 6:51
  don't
• 6:51
  have
• 6:51
  much
• 6:51
  to
• 6:51
  add.
• 6:52
  I
• 6:52
  think
• 6:52
  the
• 6:52
  train
• 6:52
  left
• 6:52
  the
• 6:53
  station.
• 6:53
  I'm
• 6:53
  really
• 6:53
  excited,
• 6:54
  actually,
• 6:54
  to
• 6:54
  talk
• 6:54
  about
• 6:54
  headline
• 6:55
  number
• 6:55
  two
• 6:55
  in
• 6:55
  terms
• 6:55
  of
• 6:56
  what
• 6:56
  is
• 6:56
  Amazon's
• 6:57
  response
• 6:57
  to
• 6:57
  whether
• 6:58
  or
• 6:58
  not
• 6:58
  they
• 6:58
  want
• 6:58
  to
• 6:58
  get
• 6:58
  on
• 6:59
  the
• 6:59
  train
• 6:59
  or
• 6:59
  not.
• 6:59
  But,
• 7:00
  you
• 7:00
  know,
• 7:00
  the
• 7:01
  experts
• 7:01
  we've
• 7:01
  been
• 7:01
  talking
• 7:01
  to
• 7:02
  have
• 7:02
  predicted
• 7:02
  this.
• 7:02
  We
• 7:02
  had
• 7:02
  David
• 7:03
  Dorff
• 7:03
  on
• 7:03
  the
• 7:03
  show
• 7:03
  a
• 7:04
  few
• 7:04
  months
• 7:04
  ago.
• 7:04
  He
• 7:04
  said
• 7:05
  that
• 7:05
  the
• 7:05
  holiday
• 7:05
  season
• 7:06
  would
• 7:06
  be
• 7:06
  the
• 7:07
  reflection
• 7:07
  point.
• 7:07
  It
• 7:08
  turns
• 7:08
  out
• 7:08
  that
• 7:08
  he
• 7:09
  was
• 7:09
  correct
• 7:09
  in
• 7:09
  doing
• 7:10
  that.
• 7:10
  So
• 7:10
  stick
• 7:10
  with
• 7:10
  us.
• 7:11
  You'll
• 7:11
  hear
• 7:11
  all
• 7:11
  this
• 7:12
  in
• 7:12
  advance
• 7:12
  if
• 7:12
  you're
• 7:13
  avid
• 7:13
  listener.
• 7:15
  So
• 7:15
  we've
• 7:15
  crossed
• 7:15
  the
• 7:15
  chasm.
• 7:16
  It's
• 7:16
  no
• 7:16
  going
• 7:16
  back.
• 7:16
  And
• 7:17
  if
• 7:17
  you
• 7:17
  step
• 7:17
  back
• 7:19
  every
• 7:19
  30
• 7:19
  years,
• 7:20
  there's
• 7:20
  a
• 7:20
  big
• 7:20
  innovation
• 7:21
  in
• 7:21
  retail.
• 7:21
  And
• 7:21
  AI
• 7:22
  is
• 7:22
  that
• 7:23
  innovation.
• 7:23
  It's
• 7:23
  the
• 7:23
  game
• 7:24
  changer.
• 7:24
  It
• 7:24
  was
• 7:24
  ecommerce
• 7:25
  in
• 7:25
  the
• 7:25
  90s,
• 7:25
  now
• 7:25
  it's
• 7:26
  AI.
• 7:26
  And
• 7:26
  you
• 7:27
  can
• 7:27
  go
• 7:27
  back
• 7:27
  through
• 7:27
  history,
• 7:27
  the
• 7:28
  patterns
• 7:28
  there.
• 7:30
  Yeah,
• 7:30
  there's
• 7:31
  no
• 7:31
  turning
• 7:31
  back
• 7:32
  at
• 7:32
  this
• 7:32
  point.