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Amazon vs. Perplexity Legal Showdown | Fast Five Shorts · Omni Talk Retail

• 0:00
  Amazon
• 0:00
  is
• 0:01
  suing
• 0:01
  Perplexity
• 0:02
  over
• 0:02
  its
• 0:02
  Agentic
• 0:03
  shopping
• 0:04
  tool.
• 0:04
  Wow,
• 0:05
  okay.
• 0:05
  That's
• 0:06
  the
• 0:06
  response.
• 0:06
  According
• 0:07
  to
• 0:07
  Reuters,
• 0:07
  Amazon
• 0:08
  sued
• 0:08
  Perplexity
• 0:09
  AI
• 0:09
  last
• 0:09
  Tuesday
• 0:10
  over
• 0:10
  the
• 0:10
  startup's
• 0:11
  Agentix
• 0:11
  shopping
• 0:12
  feature,
• 0:12
  which
• 0:12
  uses
• 0:13
  automation
• 0:13
  to
• 0:13
  place
• 0:14
  orders
• 0:14
  for
• 0:14
  users,
• 0:14
  saying
• 0:15
  it
• 0:15
  covertly
• 0:16
  covertly
• 0:17
  accessed
• 0:17
  Amazon
• 0:18
  customer
• 0:18
  accounts
• 0:18
  and
• 0:19
  disguised
• 0:19
  automated
• 0:20
  activity
• 0:20
  as
• 0:21
  human
• 0:21
  browsing.
• 0:22
  In
• 0:22
  the
• 0:23
  complaint,
• 0:23
  Amazon
• 0:24
  accused
• 0:24
  Perplexity's
• 0:25
  Comet
• 0:25
  AI
• 0:26
  agent
• 0:27
  of
• 0:27
  degrading
• 0:28
  customers
• 0:28
  shopping
• 0:29
  experiences
• 0:29
  and
• 0:30
  interfering
• 0:31
  with
• 0:31
  its
• 0:31
  ability
• 0:31
  to
• 0:31
  ensure
• 0:32
  customers
• 0:32
  who
• 0:32
  use
• 0:33
  the
• 0:33
  agent
• 0:33
  benefit
• 0:34
  from
• 0:34
  the
• 0:34
  tailored
• 0:35
  shopping
• 0:35
  experience
• 0:35
  Amazon
• 0:36
  curated
• 0:37
  over
• 0:37
  decades.
• 0:38
  Based
• 0:39
  on
• 0:39
  what
• 0:39
  Wakas
• 0:39
  said,
• 0:39
  I'm
• 0:40
  curious
• 0:40
  what
• 0:40
  he
• 0:40
  thinks
• 0:40
  about
• 0:40
  Amazon's
• 0:41
  quality
• 0:42
  of
• 0:42
  curation.
• 0:43
  Third
• 0:43
  party
• 0:43
  apps
• 0:44
  making
• 0:44
  purchases
• 0:45
  for
• 0:45
  users
• 0:45
  should
• 0:45
  operate
• 0:46
  openly
• 0:46
  and
• 0:47
  respect
• 0:47
  businesses
• 0:48
  decisions
• 0:48
  on
• 0:48
  whether
• 0:49
  to
• 0:49
  participate,
• 0:49
  Amazon
• 0:50
  said
• 0:50
  in
• 0:50
  a
• 0:51
  statement.
• 0:52
  Wakas,
• 0:52
  is
• 0:52
  Amazon
• 0:53
  taking
• 0:53
  the
• 0:54
  right
• 0:54
  approach
• 0:54
  in
• 0:54
  suing
• 0:55
  Perplexity
• 0:55
  and
• 0:56
  attempting
• 0:56
  to
• 0:56
  thwart
• 0:57
  unauthorized
• 0:58
  bots
• 0:59
  from
• 0:59
  scraping
• 0:59
  its
• 1:00
  site?
• 1:01
  So
• 1:01
  I
• 1:01
  think
• 1:02
  this
• 1:02
  is,
• 1:02
  this
• 1:02
  is
• 1:03
  just
• 1:03
  the
• 1:03
  first
• 1:05
  salvo
• 1:05
  in
• 1:06
  a
• 1:06
  long
• 1:07
  series
• 1:07
  of
• 1:08
  legal
• 1:08
  and
• 1:09
  otherwise
• 1:10
  challenges
• 1:10
  that
• 1:11
  I
• 1:11
  think
• 1:11
  that
• 1:11
  are
• 1:11
  bound
• 1:12
  to
• 1:12
  come
• 1:12
  up.
• 1:13
  I
• 1:13
  think
• 1:15
  if
• 1:15
  you
• 1:15
  look
• 1:15
  at
• 1:16
  Perplexity's
• 1:17
  answer
• 1:17
  to
• 1:17
  this,
• 1:17
  I
• 1:17
  think
• 1:18
  it
• 1:18
  sheds
• 1:18
  some
• 1:18
  light
• 1:18
  on
• 1:19
  their
• 1:19
  point
• 1:19
  of
• 1:20
  view.
• 1:20
  But
• 1:21
  I
• 1:21
  do
• 1:21
  believe
• 1:21
  that
• 1:22
  new
• 1:22
  technologies,
• 1:23
  when
• 1:23
  they
• 1:23
  come
• 1:23
  in,
• 1:23
  they
• 1:24
  do
• 1:24
  push
• 1:24
  the
• 1:25
  limits.
• 1:25
  Perplexity
• 1:26
  has
• 1:27
  faced
• 1:27
  some
• 1:27
  challenges
• 1:28
  from
• 1:28
  the
• 1:28
  likes
• 1:28
  of
• 1:28
  Cloud
• 1:29
  Flare
• 1:29
  in
• 1:30
  a
• 1:30
  prior
• 1:30
  lawsuit,
• 1:32
  but
• 1:32
  the
• 1:32
  idea
• 1:33
  really
• 1:33
  is
• 1:33
  that,
• 1:33
  you
• 1:34
  know,
• 1:34
  the,
• 1:34
  the
• 1:35
  engagement
• 1:36
  model
• 1:37
  of
• 1:37
  the
• 1:37
  consumer
• 1:37
  is
• 1:38
  changing.
• 1:39
  Now
• 1:39
  Amazon
• 1:40
  on
• 1:40
  the
• 1:40
  other
• 1:40
  side,
• 1:41
  exactly
• 1:41
  as
• 1:41
  we
• 1:42
  said
• 1:42
  earlier,
• 1:42
  I
• 1:42
  think,
• 1:43
  and
• 1:43
  you
• 1:44
  were
• 1:44
  saying
• 1:44
  that
• 1:45
  Amazon
• 1:45
  has
• 1:45
  a
• 1:45
  Rufus,
• 1:46
  you
• 1:47
  know,
• 1:47
  of,
• 1:48
  you
• 1:48
  know,
• 1:48
  agent
• 1:49
  of
• 1:49
  its
• 1:49
  own.
• 1:50
  Now
• 1:50
  my
• 1:50
  agent
• 1:51
  goes
• 1:51
  to
• 1:51
  talk
• 1:51
  to
• 1:51
  your
• 1:51
  agent
• 1:52
  and
• 1:52
  then,
• 1:52
  you
• 1:52
  know,
• 1:53
  the
• 1:53
  agents
• 1:53
  get
• 1:53
  together
• 1:54
  and
• 1:54
  figure
• 1:54
  this
• 1:54
  thing
• 1:54
  out.
• 1:55
  There
• 1:56
  are,
• 1:56
  it's
• 1:57
  a
• 1:57
  very
• 1:57
  cluttered
• 1:58
  space.
• 1:58
  You
• 1:59
  want
• 1:59
  the
• 1:59
  customer
• 2:00
  to
• 2:00
  have
• 2:00
  as
• 2:01
  seamless
• 2:02
  an
• 2:02
  experience
• 2:02
  as
• 2:03
  possible.
• 2:03
  Right
• 2:04
  now
• 2:04
  it's
• 2:05
  full
• 2:05
  of
• 2:05
  friction.
• 2:06
  You
• 2:06
  have
• 2:06
  to
• 2:07
  think
• 2:07
  of
• 2:08
  advertising.
• 2:08
  So
• 2:08
  there
• 2:09
  is,
• 2:09
  you
• 2:09
  know,
• 2:09
  you
• 2:09
  click
• 2:10
  on
• 2:10
  an
• 2:10
  ad
• 2:10
  and
• 2:10
  you
• 2:11
  have
• 2:11
  to
• 2:11
  go
• 2:11
  to
• 2:11
  the
• 2:11
  advertiser's
• 2:12
  website
• 2:12
  and
• 2:13
  then
• 2:13
  place
• 2:13
  another
• 2:13
  order.
• 2:14
  If
• 2:14
  you
• 2:14
  don't
• 2:14
  have
• 2:14
  a
• 2:14
  profile
• 2:15
  set
• 2:15
  up,
• 2:16
  it's
• 2:16
  a
• 2:16
  mess.
• 2:17
  Now
• 2:18
  for
• 2:18
  Amazon,
• 2:19
  it's
• 2:19
  actually
• 2:20
  a
• 2:21
  problem
• 2:21
  in
• 2:21
  multiple
• 2:21
  ways.
• 2:22
  One
• 2:22
  is
• 2:23
  they've
• 2:23
  certainly
• 2:24
  developed
• 2:24
  a
• 2:25
  very
• 2:25
  large
• 2:25
  multibillion
• 2:26
  dollar
• 2:26
  ad
• 2:26
  business
• 2:27
  and
• 2:27
  that
• 2:27
  ad
• 2:27
  business
• 2:28
  relies
• 2:28
  on
• 2:28
  them
• 2:29
  to
• 2:29
  be
• 2:29
  able
• 2:29
  to
• 2:30
  sort
• 2:30
  of,
• 2:30
  you
• 2:30
  know,
• 2:31
  provide
• 2:31
  you
• 2:31
  recommendations
• 2:32
  and
• 2:32
  offer
• 2:33
  you
• 2:33
  certain
• 2:33
  products
• 2:33
  at
• 2:34
  a
• 2:34
  certain
• 2:34
  placement.
• 2:34
  It's
• 2:35
  just
• 2:35
  like
• 2:35
  shelf
• 2:35
  placement,
• 2:36
  right?
• 2:36
  So
• 2:37
  this
• 2:37
  directly
• 2:38
  threatens
• 2:38
  that
• 2:38
  business.
• 2:39
  And
• 2:39
  I
• 2:39
  can
• 2:40
  understand
• 2:40
  that
• 2:40
  they're
• 2:40
  trying
• 2:41
  to
• 2:41
  make
• 2:41
  sure
• 2:42
  that
• 2:43
  it's
• 2:43
  done
• 2:43
  on
• 2:43
  their
• 2:44
  terms.
• 2:44
  On
• 2:45
  the
• 2:45
  other
• 2:45
  side,
• 2:45
  what
• 2:46
  you'll
• 2:46
  also
• 2:46
  see
• 2:47
  is
• 2:47
  that
• 2:47
  there
• 2:47
  is
• 2:47
  a
• 2:48
  multitude
• 2:48
  of
• 2:49
  protocols
• 2:49
  out
• 2:49
  there.
• 2:50
  OpenAI
• 2:51
  has
• 2:51
  its
• 2:51
  own
• 2:52
  protocol.
• 2:52
  Google
• 2:52
  has
• 2:52
  its
• 2:53
  own
• 2:53
  shopping
• 2:53
  protocol.
• 2:55
  There
• 2:55
  is
• 2:56
  shopping
• 2:57
  protocols
• 2:57
  from
• 2:59
  Visa,
• 3:00
  from
• 3:00
  MasterCard.
• 3:01
  There
• 3:01
  are
• 3:01
  so
• 3:01
  many
• 3:02
  of
• 3:02
  these
• 3:02
  protocols
• 3:03
  out
• 3:03
  there
• 3:03
  that
• 3:03
  you
• 3:03
  don't
• 3:04
  know
• 3:04
  how
• 3:04
  to
• 3:04
  interact.
• 3:04
  So
• 3:05
  even
• 3:05
  as
• 3:05
  a
• 3:06
  retailer,
• 3:07
  it's
• 3:07
  a
• 3:07
  mess
• 3:07
  for
• 3:07
  you
• 3:08
  to
• 3:08
  manage.
• 3:09
  What
• 3:09
  kind
• 3:09
  of
• 3:09
  MCP
• 3:10
  server
• 3:10
  do
• 3:10
  you
• 3:10
  install?
• 3:11
  How
• 3:11
  do
• 3:12
  you
• 3:12
  navigate
• 3:12
  all
• 3:12
  this?
• 3:13
  Do
• 3:13
  you
• 3:13
  keep
• 3:13
  updating
• 3:14
  your
• 3:14
  software
• 3:14
  all
• 3:14
  the
• 3:14
  time
• 3:15
  to
• 3:15
  accommodate
• 3:15
  every
• 3:15
  new
• 3:16
  protocol
• 3:16
  that
• 3:16
  comes
• 3:16
  out?
• 3:17
  So
• 3:18
  it's
• 3:18
  a
• 3:18
  difficult
• 3:19
  space
• 3:19
  to
• 3:19
  operate.
• 3:20
  I
• 3:20
  think
• 3:22
  Amazon's
• 3:22
  position
• 3:23
  is
• 3:23
  a
• 3:23
  bit
• 3:23
  defensive,
• 3:24
  to
• 3:24
  be
• 3:24
  honest.
• 3:25
  If
• 3:25
  I'm
• 3:26
  a
• 3:26
  consumer,
• 3:27
  an
• 3:27
  agent
• 3:27
  that
• 3:28
  I
• 3:28
  use
• 3:29
  is
• 3:29
  representing
• 3:30
  me.
• 3:30
  If
• 3:30
  I
• 3:31
  give
• 3:31
  the
• 3:31
  agent
• 3:31
  the
• 3:32
  right
• 3:32
  authorizations,
• 3:33
  the
• 3:33
  right
• 3:33
  passwords
• 3:34
  and
• 3:34
  everything
• 3:34
  else,
• 3:35
  I
• 3:36
  would
• 3:36
  expect
• 3:36
  that
• 3:36
  agent
• 3:37
  to
• 3:37
  go
• 3:37
  and
• 3:37
  purchase
• 3:37
  on
• 3:37
  my
• 3:38
  behalf.
• 3:38
  I
• 3:39
  can
• 3:39
  have
• 3:39
  five
• 3:39
  things
• 3:40
  open
• 3:41
  on
• 3:42
  my
• 3:42
  website.
• 3:43
  Amazon
• 3:43
  has
• 3:43
  had
• 3:46
  some
• 3:46
  challenges
• 3:46
  where
• 3:47
  sellers
• 3:47
  who
• 3:47
  are
• 3:48
  selling
• 3:48
  on
• 3:48
  Amazon
• 3:49
  got
• 3:49
  sort
• 3:49
  of
• 3:49
  replicated
• 3:50
  through
• 3:50
  a
• 3:51
  product
• 3:51
  that
• 3:51
  Amazon
• 3:52
  put
• 3:52
  out
• 3:52
  that
• 3:52
  looked
• 3:53
  very
• 3:53
  similar
• 3:53
  and
• 3:53
  felt
• 3:54
  very
• 3:54
  similar
• 3:54
  to
• 3:54
  them.
• 3:55
  So
• 3:56
  even,
• 3:56
  even
• 3:56
  sellers
• 3:57
  have
• 3:57
  had
• 3:57
  some
• 3:57
  mixed
• 3:58
  experiences
• 3:58
  in
• 3:58
  the
• 3:59
  past.
• 3:59
  So
• 4:00
  this
• 4:00
  is
• 4:00
  a
• 4:00
  messy
• 4:01
  space.
• 4:01
  I
• 4:02
  think
• 4:02
  eventually
• 4:03
  this
• 4:03
  will
• 4:03
  settle
• 4:04
  down.
• 4:04
  I
• 4:05
  think
• 4:05
  there
• 4:05
  will
• 4:05
  be
• 4:05
  some
• 4:05
  agreement
• 4:06
  that
• 4:06
  will
• 4:06
  be,
• 4:06
  that
• 4:07
  will
• 4:07
  be
• 4:07
  reached
• 4:07
  between
• 4:08
  the
• 4:08
  entities.
• 4:09
  For
• 4:09
  now,
• 4:09
  Perplexity
• 4:10
  is
• 4:10
  taking
• 4:10
  a
• 4:11
  very
• 4:11
  hard
• 4:11
  position.
• 4:12
  They've
• 4:12
  used
• 4:12
  words
• 4:13
  like
• 4:13
  Amazon
• 4:14
  is
• 4:14
  bullying
• 4:14
  us.
• 4:15
  They've
• 4:15
  used
• 4:16
  some
• 4:16
  challenging
• 4:17
  wor
• 4:17
  there.
• 4:18
  So
• 4:19
  I
• 4:19
  think
• 4:19
  it's
• 4:20
  a,
• 4:20
  it's
• 4:20
  a,
• 4:20
  it's
• 4:20
  a
• 4:20
  start
• 4:21
  of
• 4:21
  a
• 4:21
  long,
• 4:22
  long
• 4:22
  exchange
• 4:23
  that
• 4:23
  we
• 4:23
  can
• 4:23
  expect.
• 4:25
  I,
• 4:26
  I
• 4:26
  would
• 4:26
  imagine
• 4:27
  that,
• 4:27
  that,
• 4:28
  that,
• 4:28
  you
• 4:28
  know,
• 4:28
  there
• 4:29
  are,
• 4:29
  there
• 4:29
  are
• 4:29
  saner
• 4:29
  minds
• 4:30
  on
• 4:30
  the
• 4:30
  other
• 4:30
  side
• 4:30
  who
• 4:31
  are
• 4:31
  trying
• 4:31
  to
• 4:31
  get
• 4:31
  to
• 4:31
  an
• 4:32
  agreement,
• 4:32
  but
• 4:32
  I
• 4:33
  think
• 4:33
  it's
• 4:33
  a
• 4:33
  discussion
• 4:33
  of
• 4:33
  protocols.
• 4:34
  I
• 4:34
  think
• 4:34
  it'll
• 4:35
  get
• 4:35
  settled,
• 4:35
  but
• 4:36
  it
• 4:36
  will
• 4:36
  be
• 4:36
  messy
• 4:36
  until
• 4:37
  it
• 4:37
  gets
• 4:37
  settled.
• 4:38
  Yeah,
• 4:38
  it's
• 4:38
  interesting,
• 4:39
  Interesting.
• 4:39
  And
• 4:40
  as
• 4:41
  I
• 4:41
  think
• 4:41
  about
• 4:41
  this,
• 4:42
  I'm
• 4:42
  going
• 4:42
  to
• 4:42
  go
• 4:42
  to
• 4:42
  you
• 4:42
  next
• 4:43
  and
• 4:43
  I'm
• 4:43
  guessing
• 4:43
  what
• 4:43
  cost.
• 4:43
  You're
• 4:44
  going
• 4:44
  to
• 4:44
  want
• 4:44
  to
• 4:44
  come
• 4:44
  back
• 4:44
  in
• 4:44
  too,
• 4:45
  after
• 4:45
  I
• 4:45
  say
• 4:45
  what
• 4:45
  I'm
• 4:45
  about
• 4:45
  to
• 4:46
  say.
• 4:46
  But
• 4:46
  I
• 4:46
  think
• 4:46
  what
• 4:46
  I,
• 4:46
  what
• 4:47
  boils
• 4:47
  down
• 4:47
  to
• 4:47
  we
• 4:47
  didn't
• 4:47
  even
• 4:48
  talk
• 4:48
  about
• 4:48
  the
• 4:48
  advertising,
• 4:49
  the
• 4:49
  first
• 4:50
  headline.
• 4:50
  Right.
• 4:50
  The
• 4:50
  advertisers
• 4:51
  are
• 4:51
  going
• 4:51
  to
• 4:51
  want
• 4:52
  to
• 4:52
  go
• 4:52
  where
• 4:52
  they're
• 4:53
  converting
• 4:53
  the
• 4:53
  highest.
• 4:54
  Right.
• 4:54
  And
• 4:54
  so
• 4:55
  that's
• 4:55
  a
• 4:55
  big
• 4:55
  play
• 4:55
  here.
• 4:56
  And
• 4:56
  the
• 4:56
  term
• 4:56
  that
• 4:56
  I
• 4:57
  use
• 4:57
  that
• 4:57
  I
• 4:57
  keep
• 4:57
  coming
• 4:57
  back
• 4:58
  to
• 4:58
  is
• 4:58
  first
• 4:58
  product
• 4:59
  search.
• 4:59
  That's
• 5:00
  what's,
• 5:00
  that's
• 5:00
  what
• 5:00
  the
• 5:00
  battle
• 5:01
  is
• 5:01
  here
• 5:01
  for.
• 5:02
  Right.
• 5:02
  Ultimately,
• 5:02
  it's
• 5:03
  like
• 5:03
  who
• 5:03
  gets
• 5:03
  that
• 5:04
  first
• 5:04
  search
• 5:05
  from
• 5:05
  the
• 5:05
  consumer?
• 5:06
  And
• 5:06
  Amazon
• 5:07
  has
• 5:07
  always
• 5:07
  gotten
• 5:07
  that
• 5:08
  and
• 5:08
  now
• 5:08
  OpenAI
• 5:08
  is
• 5:09
  going
• 5:09
  after
• 5:09
  that.
• 5:09
  So.
• 5:10
  So
• 5:10
  the
• 5:10
  question
• 5:10
  I
• 5:10
  have
• 5:11
  for
• 5:11
  you,
• 5:11
  Kelly,
• 5:11
  is
• 5:11
  kind
• 5:11
  of,
• 5:13
  you
• 5:13
  know,
• 5:13
  if
• 5:13
  you
• 5:13
  look
• 5:14
  at
• 5:14
  the
• 5:14
  approach
• 5:14
  Amazon
• 5:15
  is
• 5:15
  actually
• 5:15
  taking
• 5:15
  here,
• 5:16
  it's
• 5:16
  kind
• 5:16
  of
• 5:17
  funny
• 5:17
  because
• 5:17
  it
• 5:17
  feels
• 5:18
  like
• 5:18
  they're
• 5:18
  now
• 5:18
  back
• 5:19
  in
• 5:19
  1990,
• 5:20
  playing
• 5:20
  the
• 5:20
  role
• 5:21
  of
• 5:21
  the
• 5:21
  incumbent
• 5:22
  retailer
• 5:23
  who
• 5:23
  now
• 5:23
  has
• 5:23
  the
• 5:24
  threat
• 5:24
  of
• 5:24
  E
• 5:24
  commerce
• 5:25
  and
• 5:25
  they
• 5:25
  have
• 5:25
  to
• 5:25
  decide
• 5:26
  what
• 5:26
  to
• 5:26
  do.
• 5:27
  So
• 5:27
  they
• 5:27
  can,
• 5:28
  they
• 5:28
  can,
• 5:28
  they're.
• 5:28
  And
• 5:29
  they're
• 5:29
  trying,
• 5:29
  they're
• 5:30
  trying
• 5:30
  to
• 5:30
  fight
• 5:30
  the
• 5:31
  change
• 5:31
  that's
• 5:31
  coming
• 5:32
  and
• 5:32
  trying
• 5:32
  to
• 5:32
  flex
• 5:33
  their
• 5:33
  power
• 5:33
  legally
• 5:34
  to
• 5:35
  stop
• 5:35
  it.
• 5:35
  And
• 5:36
  so
• 5:36
  you
• 5:36
  start
• 5:37
  to
• 5:37
  play
• 5:37
  this
• 5:37
  out.
• 5:38
  Who
• 5:38
  stands
• 5:38
  to
• 5:38
  lose
• 5:39
  the
• 5:39
  most
• 5:39
  from
• 5:39
  this
• 5:40
  activity?
• 5:40
  It's
• 5:41
  100%.
• 5:41
  It's
• 5:42
  Amazon.
• 5:42
  It's
• 5:43
  search
• 5:43
  has
• 5:43
  never
• 5:44
  been
• 5:44
  the
• 5:44
  bread
• 5:44
  and
• 5:44
  butter
• 5:45
  of
• 5:45
  Walmart.
• 5:45
  They've
• 5:45
  just
• 5:46
  plugged
• 5:46
  into
• 5:47
  OpenAI
• 5:47
  and
• 5:48
  ChatGPT.
• 5:48
  They've
• 5:48
  always
• 5:49
  been
• 5:49
  third
• 5:49
  banana,
• 5:50
  but
• 5:50
  they
• 5:50
  sell
• 5:51
  all
• 5:51
  the
• 5:51
  same
• 5:51
  stuff
• 5:52
  Walmart
• 5:52
  does.
• 5:52
  So
• 5:52
  for
• 5:53
  them
• 5:53
  there's
• 5:54
  no
• 5:54
  loss
• 5:54
  to
• 5:54
  doing
• 5:55
  that.
• 5:55
  And
• 5:55
  all
• 5:55
  it
• 5:55
  does
• 5:56
  is
• 5:56
  hurt
• 5:56
  the
• 5:56
  first
• 5:56
  product
• 5:57
  search
• 5:57
  business
• 5:57
  of
• 5:58
  Amazon.
• 5:58
  So
• 5:58
  if
• 5:59
  I'm
• 5:59
  Amazon,
• 5:59
  I
• 6:00
  can
• 6:00
  see
• 6:00
  the
• 6:00
  rationale
• 6:01
  of
• 6:01
  trying
• 6:01
  to
• 6:01
  dig
• 6:02
  in
• 6:02
  and
• 6:02
  fight.
• 6:03
  But
• 6:03
  I
• 6:03
  don't
• 6:04
  like
• 6:04
  how
• 6:04
  this
• 6:04
  story
• 6:05
  concludes
• 6:05
  because
• 6:05
  I
• 6:06
  think
• 6:06
  you're
• 6:06
  just
• 6:06
  trying
• 6:06
  to
• 6:06
  push
• 6:07
  water
• 6:07
  uphill.
• 6:07
  But
• 6:08
  Kelly,
• 6:08
  what
• 6:08
  do
• 6:08
  you
• 6:08
  think
• 6:09
  about
• 6:09
  that?
• 6:09
  That's
• 6:09
  a
• 6:10
  great
• 6:10
  point,
• 6:10
  Chris.
• 6:11
  You
• 6:12
  know,
• 6:14
  they
• 6:14
  have,
• 6:14
  they
• 6:15
  have
• 6:15
  a
• 6:15
  lot
• 6:15
  to
• 6:16
  lose
• 6:16
  in
• 6:16
  this
• 6:16
  in
• 6:17
  the
• 6:17
  end.
• 6:17
  Like
• 6:17
  if
• 6:17
  they
• 6:18
  end
• 6:18
  up
• 6:20
  winning
• 6:20
  this
• 6:20
  fight,
• 6:21
  it's,
• 6:21
  it's
• 6:22
  going
• 6:22
  to
• 6:22
  push
• 6:23
  back
• 6:24
  the
• 6:24
  progress
• 6:24
  that
• 6:25
  they're
• 6:25
  making
• 6:25
  on
• 6:26
  search
• 6:26
  and
• 6:26
  slow
• 6:27
  down
• 6:27
  that
• 6:27
  innovation
• 6:28
  engine,
• 6:28
  which
• 6:29
  honestly
• 6:30
  has
• 6:31
  been
• 6:31
  their
• 6:32
  bread
• 6:32
  and
• 6:32
  butter
• 6:32
  for
• 6:32
  so
• 6:33
  long.
• 6:33
  So
• 6:34
  when
• 6:34
  competitors
• 6:35
  enter
• 6:35
  the
• 6:35
  space,
• 6:35
  it
• 6:36
  often
• 6:36
  has
• 6:37
  inspired
• 6:37
  them
• 6:37
  to
• 6:38
  do
• 6:38
  more
• 6:38
  and
• 6:38
  grow.
• 6:38
  And
• 6:39
  if
• 6:39
  they're
• 6:39
  going
• 6:40
  to
• 6:40
  slow
• 6:40
  that
• 6:40
  down,
• 6:40
  I
• 6:41
  don't
• 6:41
  think
• 6:41
  it's
• 6:41
  going
• 6:41
  to
• 6:42
  work
• 6:42
  out
• 6:42
  in
• 6:42
  their
• 6:42
  favor.
• 6:44
  Yeah,
• 6:44
  right.
• 6:44
  Okay.
• 6:45
  All
• 6:45
  right,
• 6:45
  so
• 6:45
  there's
• 6:45
  something,
• 6:46
  there's
• 6:46
  something
• 6:46
  there.
• 6:46
  What
• 6:46
  cost?
• 6:47
  What
• 6:47
  do
• 6:47
  you
• 6:47
  think?
• 6:48
  Yeah,
• 6:48
  I
• 6:48
  mean,
• 6:48
  I
• 6:48
  think,
• 6:50
  you
• 6:50
  know,
• 6:51
  this
• 6:51
  is
• 6:52
  the,
• 6:52
  you
• 6:52
  know,
• 6:52
  you
• 6:52
  said
• 6:53
  it
• 6:53
  like
• 6:53
  it's
• 6:53
  a
• 6:53
  classic
• 6:54
  technology,
• 6:55
  new
• 6:55
  technology
• 6:55
  disruption
• 6:56
  that's
• 6:56
  happening
• 6:57
  here.
• 6:57
  And
• 6:57
  Amazon
• 6:58
  in
• 6:58
  this
• 6:58
  case
• 6:59
  is,
• 6:59
  is
• 6:59
  the
• 6:59
  incumbent.
• 7:00
  So,
• 7:01
  so
• 7:01
  I
• 7:01
  think
• 7:01
  the,
• 7:02
  the
• 7:02
  answer
• 7:02
  really
• 7:03
  is
• 7:04
  that
• 7:04
  at
• 7:04
  some
• 7:04
  point
• 7:05
  this
• 7:05
  will,
• 7:05
  I
• 7:06
  mean,
• 7:06
  the
• 7:06
  consumer
• 7:07
  demand
• 7:07
  is
• 7:07
  just
• 7:07
  not
• 7:07
  going
• 7:08
  to
• 7:08
  stop.
• 7:09
  They
• 7:09
  will,
• 7:09
  they
• 7:10
  will
• 7:10
  vote
• 7:10
  with
• 7:10
  their
• 7:10
  feet
• 7:11
  and
• 7:12
  clicks
• 7:12
  and
• 7:13
  eventually
• 7:14
  they
• 7:14
  will
• 7:14
  see
• 7:14
  that
• 7:15
  it's
• 7:16
  going
• 7:16
  to
• 7:16
  be
• 7:16
  a
• 7:16
  challenge
• 7:16
  for
• 7:17
  them.
• 7:17
  So
• 7:18
  I
• 7:18
  think
• 7:19
  this
• 7:19
  seems
• 7:20
  like
• 7:20
  a
• 7:20
  knee
• 7:20
  jerk
• 7:20
  reaction
• 7:22
  or
• 7:22
  it
• 7:22
  may
• 7:22
  be
• 7:22
  a
• 7:23
  negotiation
• 7:23
  position
• 7:24
  so
• 7:24
  they
• 7:24
  want
• 7:25
  to
• 7:25
  come
• 7:25
  to
• 7:25
  a
• 7:26
  settlement.
• 7:26
  And
• 7:26
  so,
• 7:27
  you
• 7:27
  know,
• 7:28
  many
• 7:29
  years
• 7:29
  ago
• 7:29
  I
• 7:29
  was
• 7:29
  negotiating
• 7:30
  with
• 7:30
  a
• 7:30
  software
• 7:30
  company,
• 7:30
  and
• 7:31
  they
• 7:31
  came
• 7:31
  to
• 7:31
  us
• 7:31
  with
• 7:32
  $100
• 7:32
  million
• 7:32
  lawsuit
• 7:33
  to
• 7:33
  start
• 7:33
  the
• 7:33
  negotiation.
• 7:35
  So
• 7:35
  you
• 7:36
  can
• 7:36
  see
• 7:36
  that
• 7:36
  sometimes
• 7:37
  these
• 7:37
  actions
• 7:37
  are
• 7:37
  taken
• 7:38
  just
• 7:38
  to
• 7:38
  set
• 7:38
  it
• 7:39
  up
• 7:40
  as
• 7:40
  a
• 7:40
  play
• 7:40
  to
• 7:41
  come
• 7:41
  to
• 7:41
  a
• 7:42
  settlement
• 7:42
  that
• 7:42
  brings
• 7:43
  both
• 7:43
  parties
• 7:44
  together.
• 7:44
  Even
• 7:45
  the
• 7:45
  perplexity
• 7:46
  CEO
• 7:46
  statement,
• 7:48
  although
• 7:48
  he
• 7:48
  starts
• 7:48
  a
• 7:49
  bit
• 7:49
  provocatively,
• 7:49
  but
• 7:49
  he
• 7:50
  ends
• 7:50
  the
• 7:50
  statement
• 7:50
  with
• 7:51
  a
• 7:51
  bit
• 7:51
  more
• 7:51
  conciliatory
• 7:52
  note
• 7:53
  that
• 7:53
  we
• 7:53
  want
• 7:53
  to
• 7:54
  talk
• 7:54
  and
• 7:54
  let's
• 7:54
  come
• 7:54
  to
• 7:55
  an
• 7:55
  agreement.
• 7:55
  I
• 7:55
  think
• 7:56
  that's
• 7:56
  where
• 7:56
  this
• 7:56
  will
• 7:56
  head.
• 7:57
  Yeah.
• 7:58
  And
• 7:58
  let's
• 7:58
  also
• 7:58
  not
• 7:58
  forget
• 7:59
  that
• 7:59
  Amazon
• 7:59
  is
• 8:00
  invested
• 8:00
  in
• 8:00
  one
• 8:00
  of
• 8:00
  the
• 8:01
  big
• 8:01
  competitors,
• 8:01
  which
• 8:01
  is
• 8:02
  Anthropic
• 8:02
  too.
• 8:03
  And
• 8:03
  so
• 8:03
  if
• 8:03
  Anthropic
• 8:03
  can
• 8:04
  take
• 8:04
  over,
• 8:04
  then
• 8:04
  they
• 8:05
  still
• 8:05
  win
• 8:05
  or
• 8:05
  protect
• 8:06
  themselves
• 8:06
  in
• 8:06
  here,
• 8:07
  but
• 8:07
  yet
• 8:07
  shut
• 8:08
  out
• 8:08
  their
• 8:08
  competition
• 8:09
  from
• 8:09
  giving
• 8:09
  them
• 8:09
  access
• 8:09
  to
• 8:10
  the
• 8:10
  biggest
• 8:10
  e
• 8:10
  commerce
• 8:11
  marketplace,
• 8:11
  in
• 8:12
  particular
• 8:12
  the
• 8:12
  United
• 8:13
  States.
• 8:13
  And
• 8:13
  what
• 8:14
  do
• 8:14
  you
• 8:14
  think
• 8:14
  here,
• 8:14
  final
• 8:14
  word?
• 8:15
  I
• 8:15
  think
• 8:16
  that's
• 8:16
  the,
• 8:17
  the
• 8:17
  anthropic
• 8:18
  point
• 8:18
  is
• 8:18
  a
• 8:19
  really
• 8:19
  good
• 8:19
  one,
• 8:19
  Chris.
• 8:19
  And
• 8:20
  I
• 8:20
  think
• 8:20
  when
• 8:20
  I
• 8:20
  heard
• 8:20
  this
• 8:21
  headline,
• 8:21
  I
• 8:21
  think
• 8:21
  the,
• 8:22
  the
• 8:22
  lawsuit
• 8:23
  is
• 8:23
  a
• 8:23
  temporary
• 8:24
  stop,
• 8:25
  stopgap
• 8:25
  for
• 8:26
  Amazon.
• 8:27
  And
• 8:27
  what
• 8:27
  I
• 8:27
  would
• 8:27
  really
• 8:28
  be
• 8:28
  focused
• 8:28
  on
• 8:28
  if
• 8:29
  I
• 8:29
  was
• 8:29
  Amazon
• 8:29
  is
• 8:29
  getting
• 8:30
  back.
• 8:30
  Like
• 8:31
  Amazon
• 8:31
  has
• 8:31
  to
• 8:31
  go
• 8:31
  to
• 8:32
  day
• 8:32
  one.
• 8:32
  Their
• 8:32
  famous
• 8:33
  saying,
• 8:33
  like,
• 8:33
  how
• 8:34
  are
• 8:34
  you
• 8:34
  going
• 8:34
  to
• 8:34
  rethink
• 8:35
  the
• 8:35
  challenges
• 8:35
  that
• 8:35
  are
• 8:36
  upon
• 8:36
  you
• 8:36
  with
• 8:36
  these
• 8:37
  new
• 8:37
  behaviors?
• 8:38
  Consumers
• 8:39
  searching
• 8:39
  using
• 8:40
  these
• 8:40
  agents.
• 8:40
  And
• 8:41
  if
• 8:41
  I
• 8:41
  were
• 8:41
  Amazon,
• 8:42
  I
• 8:42
  would
• 8:42
  be
• 8:42
  looking
• 8:42
  at
• 8:43
  pushing
• 8:43
  by,
• 8:43
  with
• 8:43
  prime,
• 8:44
  with
• 8:44
  more
• 8:45
  agents,
• 8:45
  like,
• 8:45
  you
• 8:45
  know,
• 8:46
  that
• 8:46
  I'm
• 8:46
  a
• 8:46
  prime
• 8:46
  member.
• 8:47
  So
• 8:47
  if
• 8:47
  you're
• 8:47
  serving
• 8:48
  me
• 8:48
  up
• 8:48
  content
• 8:48
  and
• 8:49
  you're
• 8:49
  saying
• 8:49
  I
• 8:49
  should
• 8:49
  buy
• 8:50
  this
• 8:50
  product
• 8:50
  and
• 8:51
  Amazon
• 8:51
  sells
• 8:52
  it,
• 8:52
  or
• 8:52
  you
• 8:53
  know,
• 8:53
  Nespresso
• 8:54
  sells
• 8:54
  it,
• 8:55
  push
• 8:55
  me
• 8:55
  to
• 8:55
  Amazon
• 8:56
  because
• 8:56
  I
• 8:56
  can
• 8:57
  get
• 8:57
  it
• 8:57
  in
• 8:57
  two,
• 8:57
  like
• 8:58
  two
• 8:58
  days
• 8:58
  or
• 8:58
  get
• 8:59
  it
• 8:59
  faster,
• 8:59
  get,
• 8:59
  you
• 9:00
  know,
• 9:00
  have
• 9:00
  free
• 9:00
  shipping.
• 9:00
  Like
• 9:01
  there's,
• 9:01
  there's
• 9:01
  advantages
• 9:02
  that
• 9:02
  I
• 9:03
  think
• 9:03
  Amazon
• 9:03
  should
• 9:03
  be
• 9:03
  working
• 9:04
  on
• 9:04
  both
• 9:05
  from
• 9:05
  like
• 9:06
  an
• 9:06
  infrastructure
• 9:07
  perspective
• 9:07
  to
• 9:08
  make
• 9:08
  this
• 9:08
  simpler
• 9:08
  and
• 9:09
  to
• 9:09
  continue
• 9:09
  to
• 9:09
  push
• 9:10
  people
• 9:10
  to
• 9:10
  Amazon.
• 9:11
  And
• 9:11
  the
• 9:11
  second
• 9:11
  thing
• 9:11
  I
• 9:11
  would
• 9:12
  say
• 9:12
  is
• 9:12
  what
• 9:12
  you
• 9:12
  know,
• 9:12
  Wayne
• 9:13
  Purbo
• 9:13
  and
• 9:13
  Julie
• 9:13
  Hallock,
• 9:14
  who
• 9:14
  were
• 9:14
  on
• 9:15
  the
• 9:15
  podcast
• 9:15
  just
• 9:16
  last
• 9:16
  week,
• 9:16
  were
• 9:16
  talking
• 9:17
  about,
• 9:17
  and
• 9:17
  I
• 9:18
  can
• 9:18
  see
• 9:18
  why
• 9:18
  Amazon
• 9:19
  is
• 9:19
  pushing
• 9:19
  shoppable
• 9:20
  video
• 9:20
  and
• 9:21
  helping
• 9:21
  provide
• 9:22
  content
• 9:22
  so
• 9:22
  that
• 9:23
  those
• 9:23
  Amazon
• 9:23
  products
• 9:24
  are
• 9:24
  showing
• 9:24
  up
• 9:25
  more
• 9:25
  frequently
• 9:26
  and
• 9:26
  more
• 9:26
  consistently
• 9:27
  with
• 9:27
  more
• 9:28
  data
• 9:28
  in
• 9:29
  those
• 9:29
  large
• 9:29
  language
• 9:30
  searches.
• 9:30
  So
• 9:30
  that's
• 9:30
  where
• 9:31
  I'd
• 9:31
  be
• 9:31
  pushing
• 9:31
  the
• 9:31
  gas
• 9:32
  right
• 9:32
  now,
• 9:33
  not
• 9:34
  on,
• 9:34
  on
• 9:34
  lawsuits.
• 9:35
  Because
• 9:35
  I
• 9:35
  think,
• 9:35
  like
• 9:36
  you
• 9:36
  guys
• 9:36
  have
• 9:36
  all
• 9:36
  said,
• 9:36
  I
• 9:37
  think
• 9:37
  you're,
• 9:37
  you're
• 9:38
  really,
• 9:38
  you're
• 9:38
  really
• 9:39
  fighting
• 9:39
  a
• 9:39
  battle
• 9:40
  of
• 9:40
  pushing
• 9:40
  water
• 9:41
  uphill
• 9:41
  and
• 9:41
  it's
• 9:41
  not
• 9:42
  gonna,
• 9:42
  it's
• 9:42
  not
• 9:42
  going
• 9:43
  back
• 9:43
  in
• 9:43
  the
• 9:43
  bottle.
• 9:44
  So,
• 9:44
  so
• 9:45
  yeah,
• 9:45
  I
• 9:45
  think
• 9:46
  I
• 9:46
  think
• 9:46
  that's
• 9:46
  where
• 9:47
  my
• 9:47
  approach
• 9:48
  would
• 9:48
  be
• 9:48
  if
• 9:49
  I
• 9:49
  was
• 9:49
  Amazon
• 9:49
  right
• 9:50
  now.