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How Scared Should Google Be Of Shopify And ChatGPT’s Potential Integration? · Omni Talk Retail

• 0:00
  Shopify
• 0:01
  could
• 0:01
  soon
• 0:02
  be
• 0:02
  integrating
• 0:02
  with
• 0:03
  ChatGPT.
• 0:04
  Search
• 0:04
  according
• 0:05
  to
• 0:05
  Media
• 0:06
  Post,
• 0:06
  recent
• 0:07
  co
• 0:07
  discovery
• 0:08
  suggests
• 0:08
  that
• 0:08
  OpenAI
• 0:09
  is
• 0:09
  preparing
• 0:10
  to
• 0:10
  transform
• 0:10
  ChatGPT
• 0:11
  into
• 0:12
  a
• 0:12
  direct
• 0:12
  shopping
• 0:13
  platform
• 0:14
  through
• 0:14
  Shopify
• 0:15
  integration.
• 0:16
  OpenAI
• 0:16
  has
• 0:17
  quietly
• 0:17
  added
• 0:17
  lines
• 0:18
  of
• 0:18
  code
• 0:18
  to
• 0:18
  ChatGPT
• 0:19
  that
• 0:19
  indicate
• 0:20
  direct
• 0:20
  shopping
• 0:21
  functionality.
• 0:22
  Rather
• 0:22
  than
• 0:23
  simply
• 0:23
  adding
• 0:23
  affiliate
• 0:24
  links,
• 0:24
  the
• 0:24
  code
• 0:25
  suggests
• 0:25
  a
• 0:25
  deeper
• 0:25
  integration
• 0:26
  that
• 0:26
  would
• 0:26
  enable
• 0:27
  ChatGPT
• 0:27
  users
• 0:28
  to
• 0:28
  complete
• 0:28
  purchases
• 0:29
  without
• 0:30
  ever
• 0:30
  leaving
• 0:30
  the
• 0:30
  platform.
• 0:31
  The
• 0:31
  uncovered
• 0:32
  code
• 0:32
  indicates
• 0:33
  features
• 0:33
  including
• 0:34
  product
• 0:34
  pricing
• 0:35
  displays,
• 0:35
  shipping
• 0:36
  information
• 0:36
  fields,
• 0:37
  Buy
• 0:37
  now
• 0:38
  options
• 0:38
  and
• 0:39
  embedded
• 0:39
  checkout
• 0:40
  buttons,
• 0:40
  essentially
• 0:41
  transforming
• 0:42
  the
• 0:42
  AI
• 0:42
  Chatbot
• 0:43
  into
• 0:43
  a
• 0:43
  comprehensive
• 0:44
  shopping
• 0:45
  interface.
• 0:46
  The
• 0:46
  model
• 0:46
  appears
• 0:47
  designed
• 0:48
  to
• 0:48
  allow
• 0:49
  Shopify
• 0:50
  to
• 0:50
  directly
• 0:51
  populate
• 0:51
  ChatGPT
• 0:52
  with
• 0:52
  relevant
• 0:52
  product
• 0:53
  suggestions
• 0:53
  based
• 0:54
  on
• 0:54
  user
• 0:54
  conversations,
• 0:55
  creating
• 0:56
  a
• 0:56
  seamless
• 0:56
  shopping
• 0:57
  experience
• 0:57
  that
• 0:58
  keeps
• 0:58
  users
• 0:58
  within
• 0:59
  the
• 0:59
  ChatGPT
• 1:00
  ecosystem.
• 1:01
  Luis
• 1:02
  we're,
• 1:03
  we're
• 1:03
  talking
• 1:03
  about
• 1:04
  moving
• 1:04
  the
• 1:04
  needle
• 1:04
  technology
• 1:05
  right
• 1:05
  now.
• 1:06
  This
• 1:06
  is
• 1:06
  definitely
• 1:07
  one
• 1:07
  of
• 1:07
  those
• 1:07
  headlines.
• 1:08
  How
• 1:08
  scared
• 1:09
  should
• 1:09
  people
• 1:10
  like
• 1:10
  Google
• 1:11
  be
• 1:11
  in
• 1:11
  this
• 1:12
  by
• 1:12
  this
• 1:12
  ChatGPT
• 1:13
  and
• 1:13
  Shopify
• 1:14
  integration?
• 1:16
  Very.
• 1:16
  I
• 1:17
  mean
• 1:17
  yeah,
• 1:17
  obviously
• 1:18
  AI
• 1:18
  is
• 1:18
  a
• 1:19
  revolution,
• 1:19
  right?
• 1:20
  It's,
• 1:20
  it's
• 1:21
  impacting,
• 1:23
  it's
• 1:23
  going
• 1:23
  to
• 1:23
  impact
• 1:24
  all
• 1:24
  sectors
• 1:24
  of
• 1:24
  the
• 1:25
  economy.
• 1:25
  It's
• 1:25
  impacting
• 1:26
  our,
• 1:26
  our
• 1:26
  lives
• 1:27
  at
• 1:28
  many
• 1:28
  different
• 1:28
  levels,
• 1:29
  right?
• 1:30
  And
• 1:30
  it's,
• 1:31
  you
• 1:31
  know,
• 1:31
  maybe
• 1:31
  some
• 1:32
  slightly
• 1:32
  frightening
• 1:33
  but
• 1:34
  very
• 1:34
  exciting
• 1:35
  at
• 1:35
  the
• 1:35
  same
• 1:36
  time
• 1:36
  with,
• 1:37
  with
• 1:37
  all
• 1:37
  the,
• 1:38
  everything
• 1:38
  that
• 1:38
  can
• 1:38
  be
• 1:39
  done.
• 1:39
  And
• 1:40
  one
• 1:40
  big
• 1:40
  question
• 1:41
  obviously
• 1:41
  is
• 1:42
  where
• 1:42
  is
• 1:42
  the
• 1:43
  value
• 1:43
  going
• 1:43
  to
• 1:43
  lie
• 1:44
  in
• 1:44
  the
• 1:44
  value
• 1:45
  chain,
• 1:45
  right?
• 1:46
  Who
• 1:46
  are
• 1:46
  going
• 1:46
  to
• 1:46
  be
• 1:46
  the
• 1:47
  winners?
• 1:48
  And
• 1:48
  that's
• 1:48
  true
• 1:49
  within
• 1:49
  the
• 1:49
  technology
• 1:50
  players,
• 1:51
  the
• 1:51
  ones
• 1:52
  who
• 1:52
  are
• 1:52
  actually
• 1:52
  building
• 1:53
  the
• 1:53
  algorithms.
• 1:55
  Is
• 1:55
  it
• 1:55
  going
• 1:55
  to
• 1:55
  be
• 1:55
  a
• 1:56
  commodity?
• 1:56
  Is
• 1:56
  OpenAI
• 1:57
  tomorrow
• 1:59
  going
• 1:59
  to
• 1:59
  be
• 1:59
  displaced
• 2:00
  in
• 2:00
  its
• 2:00
  leadership
• 2:01
  by
• 2:02
  the
• 2:02
  other
• 2:02
  players,
• 2:03
  Google,
• 2:03
  including
• 2:04
  deepseek
• 2:05
  and
• 2:05
  many
• 2:06
  others?
• 2:06
  That's
• 2:06
  a
• 2:06
  big
• 2:06
  question.
• 2:07
  And
• 2:08
  the
• 2:08
  second
• 2:08
  question
• 2:08
  is
• 2:09
  how
• 2:10
  exactly
• 2:11
  is
• 2:11
  it
• 2:11
  going
• 2:11
  to
• 2:12
  impact
• 2:13
  in
• 2:13
  our
• 2:14
  case
• 2:14
  here,
• 2:15
  corporate
• 2:15
  America
• 2:16
  and
• 2:17
  consumer
• 2:18
  and
• 2:18
  a
• 2:19
  lot
• 2:19
  of
• 2:19
  the
• 2:19
  CEOs
• 2:20
  and
• 2:20
  executives
• 2:21
  that
• 2:21
  I
• 2:22
  talk
• 2:22
  to
• 2:22
  about
• 2:22
  these
• 2:23
  topics,
• 2:24
  they're
• 2:25
  still
• 2:25
  in
• 2:25
  the
• 2:25
  consumer
• 2:25
  space,
• 2:26
  still
• 2:26
  scratching
• 2:26
  their
• 2:27
  heads
• 2:27
  on
• 2:28
  where
• 2:28
  is
• 2:29
  the
• 2:29
  impact
• 2:30
  going
• 2:30
  to
• 2:30
  lie?
• 2:31
  How
• 2:31
  does
• 2:31
  it
• 2:31
  really
• 2:31
  transform
• 2:32
  my
• 2:33
  company?
• 2:33
  How
• 2:33
  quickly
• 2:34
  and
• 2:35
  what
• 2:35
  should
• 2:35
  I
• 2:35
  do?
• 2:36
  Right?
• 2:37
  And
• 2:38
  that's
• 2:38
  from
• 2:38
  how
• 2:38
  do
• 2:38
  you
• 2:39
  hit
• 2:39
  corporate
• 2:39
  America
• 2:40
  and
• 2:40
  how
• 2:40
  are
• 2:40
  you
• 2:40
  a
• 2:40
  winner?
• 2:41
  If
• 2:41
  you
• 2:41
  look
• 2:41
  at
• 2:42
  the
• 2:43
  Shopify
• 2:44
  integration,
• 2:45
  that's
• 2:46
  more
• 2:46
  from
• 2:46
  the
• 2:46
  technology
• 2:47
  standpoint
• 2:47
  and
• 2:47
  the
• 2:47
  offer
• 2:48
  is
• 2:49
  it
• 2:49
  going
• 2:49
  to
• 2:49
  be
• 2:49
  a
• 2:49
  winner
• 2:49
  takes
• 2:50
  all?
• 2:50
  Where
• 2:51
  chatgpt,
• 2:51
  once
• 2:52
  they
• 2:52
  start
• 2:52
  offering
• 2:53
  that
• 2:53
  functionality
• 2:54
  and
• 2:55
  become
• 2:55
  a
• 2:55
  one
• 2:55
  stop
• 2:56
  shop
• 2:56
  where
• 2:56
  you
• 2:56
  can
• 2:56
  actually
• 2:57
  buy
• 2:58
  from
• 2:58
  your
• 2:58
  app
• 2:59
  and
• 2:59
  do
• 2:59
  all
• 3:00
  of
• 3:00
  the
• 3:00
  functions
• 3:01
  that
• 3:01
  you
• 3:01
  typically
• 3:02
  go
• 3:02
  on
• 3:02
  Google
• 3:03
  for,
• 3:04
  does
• 3:04
  that
• 3:04
  make
• 3:05
  Google
• 3:05
  obsolete?
• 3:08
  Online
• 3:08
  e
• 3:08
  commerce
• 3:09
  shopping
• 3:09
  world?
• 3:10
  So
• 3:10
  if
• 3:10
  I'm
• 3:11
  Google,
• 3:11
  I'm
• 3:12
  scared.
• 3:12
  Right,
• 3:13
  right.
• 3:13
  I
• 3:13
  mean
• 3:14
  it's
• 3:14
  like
• 3:14
  the
• 3:14
  search,
• 3:15
  the
• 3:15
  search.
• 3:15
  I
• 3:15
  feel
• 3:16
  like
• 3:16
  we're
• 3:16
  back
• 3:16
  when
• 3:17
  Google
• 3:17
  came
• 3:18
  online
• 3:18
  and
• 3:18
  it
• 3:18
  was
• 3:19
  Bing
• 3:20
  and
• 3:20
  Google
• 3:20
  and
• 3:21
  Netscape
• 3:22
  and
• 3:22
  like
• 3:22
  all
• 3:22
  these
• 3:23
  things
• 3:23
  really
• 3:23
  like
• 3:23
  it's
• 3:24
  like
• 3:24
  the
• 3:24
  search
• 3:24
  is
• 3:25
  starting
• 3:25
  all
• 3:25
  over
• 3:25
  again
• 3:26
  and
• 3:27
  it's
• 3:27
  really
• 3:27
  anyone's
• 3:28
  game
• 3:28
  because
• 3:29
  once
• 3:29
  you
• 3:29
  start
• 3:30
  getting
• 3:30
  integration,
• 3:30
  I
• 3:30
  mean
• 3:31
  we
• 3:31
  heard
• 3:31
  it
• 3:31
  shop
• 3:31
  talk
• 3:32
  from,
• 3:33
  from
• 3:33
  Sean
• 3:33
  Scott,
• 3:34
  the
• 3:34
  head
• 3:34
  of
• 3:34
  Google
• 3:35
  Shopping
• 3:35
  who
• 3:35
  is
• 3:35
  like
• 3:35
  already,
• 3:36
  you
• 3:36
  know,
• 3:36
  we're
• 3:37
  seeing
• 3:37
  engagement
• 3:38
  happen
• 3:39
  in
• 3:39
  Google
• 3:40
  and
• 3:40
  Google's
• 3:41
  not
• 3:41
  a
• 3:41
  retailer
• 3:42
  but
• 3:42
  they're
• 3:42
  facilitating
• 3:43
  all
• 3:43
  of
• 3:43
  these
• 3:44
  shopping
• 3:44
  transactions.
• 3:45
  I
• 3:45
  think
• 3:45
  like
• 3:45
  20%
• 3:46
  of
• 3:46
  Lens
• 3:47
  searches,
• 3:48
  he
• 3:48
  said,
• 3:48
  are
• 3:48
  already
• 3:49
  ending
• 3:49
  in
• 3:49
  a
• 3:50
  commerce
• 3:50
  transaction.
• 3:51
  So
• 3:52
  it's
• 3:52
  so
• 3:52
  interesting
• 3:53
  because
• 3:53
  it's
• 3:53
  going
• 3:54
  to
• 3:54
  be
• 3:54
  who
• 3:54
  do
• 3:54
  you
• 3:54
  go
• 3:55
  to
• 3:55
  for
• 3:55
  your,
• 3:55
  your
• 3:55
  problem
• 3:56
  solver?
• 3:56
  Is
• 3:57
  it
• 3:57
  perplexity?
• 3:57
  Is
• 3:57
  it
• 3:58
  Chat
• 3:58
  GPT?
• 3:59
  Right?
• 3:59
  Is
• 3:59
  it,
• 3:59
  is
• 4:00
  it
• 4:00
  Google,
• 4:00
  Gemini
• 4:01
  and,
• 4:02
  and,
• 4:02
  or
• 4:03
  Amazon
• 4:03
  even
• 4:04
  like
• 4:04
  we
• 4:04
  heard
• 4:04
  a
• 4:04
  couple
• 4:05
  weeks
• 4:05
  ago,
• 4:05
  where
• 4:05
  you
• 4:05
  can
• 4:05
  go
• 4:06
  in
• 4:06
  there
• 4:06
  and
• 4:06
  transact
• 4:07
  fully
• 4:08
  just
• 4:09
  by
• 4:09
  sending
• 4:09
  in
• 4:10
  one
• 4:10
  request.
• 4:11
  I'm
• 4:11
  curious
• 4:12
  Luis,
• 4:13
  because
• 4:13
  I
• 4:14
  talked
• 4:14
  about
• 4:14
  to
• 4:15
  several
• 4:15
  retailers
• 4:16
  last
• 4:16
  week
• 4:16
  about
• 4:16
  this.
• 4:17
  Are,
• 4:17
  are
• 4:18
  those
• 4:18
  CEOs
• 4:19
  in,
• 4:19
  in
• 4:20
  these
• 4:20
  retailers
• 4:20
  and
• 4:21
  brands,
• 4:21
  are
• 4:21
  they
• 4:22
  taking
• 4:22
  any
• 4:23
  steps
• 4:23
  forward
• 4:23
  right
• 4:24
  now
• 4:24
  to
• 4:24
  kind
• 4:24
  of
• 4:24
  prepare
• 4:25
  their
• 4:25
  products
• 4:25
  to
• 4:26
  be
• 4:26
  showing
• 4:26
  up
• 4:26
  in
• 4:27
  these
• 4:27
  types
• 4:27
  of
• 4:27
  search
• 4:27
  engines?
• 4:28
  Or
• 4:28
  do
• 4:28
  you
• 4:29
  think
• 4:29
  that
• 4:29
  they're
• 4:29
  still
• 4:30
  kind
• 4:30
  of,
• 4:30
  it's
• 4:30
  still
• 4:30
  in
• 4:30
  its
• 4:31
  infancy.
• 4:32
  Still.
• 4:32
  Still
• 4:33
  in
• 4:33
  the
• 4:33
  infancy.
• 4:34
  Okay.
• 4:35
  And
• 4:35
  you're
• 4:35
  going
• 4:35
  to
• 4:35
  see,
• 4:35
  I
• 4:36
  mean
• 4:37
  a
• 4:37
  lot
• 4:37
  of
• 4:37
  those
• 4:38
  CEOs
• 4:38
  are
• 4:39
  thinking
• 4:39
  how
• 4:39
  do
• 4:39
  I
• 4:40
  gain
• 4:41
  competitive
• 4:42
  advantage?
• 4:42
  Right.
• 4:43
  So
• 4:43
  the
• 4:43
  ones
• 4:44
  who
• 4:44
  are
• 4:44
  more
• 4:44
  bold
• 4:46
  and
• 4:46
  you
• 4:47
  know,
• 4:47
  take
• 4:47
  more
• 4:48
  risk
• 4:48
  or
• 4:48
  more
• 4:48
  visionary
• 4:49
  or
• 4:49
  able
• 4:50
  to
• 4:50
  focus
• 4:50
  out
• 4:51
  of,
• 4:51
  you
• 4:51
  know,
• 4:51
  the
• 4:51
  day
• 4:52
  to
• 4:52
  day
• 4:52
  grind
• 4:52
  into
• 4:53
  project
• 4:54
  projecting
• 4:55
  into
• 4:55
  the
• 4:55
  future.
• 4:56
  They're
• 4:57
  trying
• 4:57
  to,
• 4:57
  to
• 4:58
  get
• 4:58
  into
• 4:59
  the
• 4:59
  AI
• 4:59
  revolution
• 5:00
  in
• 5:00
  a
• 5:00
  much
• 5:01
  faster
• 5:01
  way
• 5:01
  and
• 5:02
  much
• 5:02
  bolder,
• 5:03
  but
• 5:03
  they
• 5:04
  still
• 5:04
  don't
• 5:04
  know
• 5:04
  where
• 5:05
  to
• 5:05
  focus
• 5:05
  the
• 5:05
  energy.
• 5:06
  Right.
• 5:07
  You
• 5:07
  can
• 5:07
  only
• 5:07
  do
• 5:08
  so
• 5:08
  much.
• 5:08
  Right.
• 5:09
  So
• 5:09
  is
• 5:10
  being
• 5:10
  present
• 5:11
  on,
• 5:11
  you
• 5:12
  know,
• 5:12
  the
• 5:12
  future
• 5:12
  Chat
• 5:13
  GPT,
• 5:13
  Shopify,
• 5:14
  is
• 5:15
  that,
• 5:15
  you
• 5:15
  know,
• 5:15
  should
• 5:16
  that
• 5:16
  be
• 5:16
  your
• 5:16
  focus
• 5:16
  or
• 5:17
  are
• 5:17
  you
• 5:17
  continuing
• 5:18
  to
• 5:18
  do
• 5:18
  what
• 5:18
  you're
• 5:18
  doing,
• 5:19
  trying
• 5:19
  to
• 5:19
  optimize
• 5:20
  the
• 5:21
  day
• 5:21
  to
• 5:21
  day
• 5:21
  business?
• 5:22
  So
• 5:22
  those
• 5:22
  are
• 5:23
  strategic
• 5:23
  questions
• 5:23
  of
• 5:23
  how
• 5:24
  they
• 5:24
  allocate
• 5:24
  their
• 5:24
  resources.
• 5:26
  And
• 5:26
  there's
• 5:26
  not
• 5:26
  a
• 5:26
  clear,
• 5:27
  clear
• 5:27
  cut
• 5:28
  answer
• 5:28
  on
• 5:28
  that
• 5:28
  yet.
• 5:29
  Right?
• 5:29
  Yeah.
• 5:30
  Jeff,
• 5:30
  I
• 5:30
  assume
• 5:30
  you're
• 5:31
  hearing
• 5:31
  a
• 5:31
  lot
• 5:32
  from
• 5:32
  the
• 5:32
  clients
• 5:32
  that
• 5:33
  you're
• 5:33
  working
• 5:33
  with
• 5:34
  as
• 5:34
  it
• 5:34
  relates
• 5:34
  to
• 5:34
  this
• 5:35
  too
• 5:35
  and
• 5:35
  where
• 5:36
  it
• 5:36
  makes
• 5:36
  sense.
• 5:36
  I
• 5:36
  mean
• 5:37
  this
• 5:37
  I
• 5:37
  feel
• 5:38
  like
• 5:38
  is
• 5:38
  still
• 5:38
  kind
• 5:38
  of
• 5:38
  like
• 5:39
  a,
• 5:39
  in
• 5:39
  the
• 5:40
  R
• 5:40
  and
• 5:40
  D
• 5:40
  kind
• 5:41
  of
• 5:41
  category
• 5:41
  for
• 5:42
  some
• 5:42
  retailers,
• 5:42
  but
• 5:43
  maybe
• 5:43
  moving,
• 5:44
  going
• 5:44
  to
• 5:44
  require
• 5:45
  that
• 5:45
  they
• 5:45
  move
• 5:45
  much
• 5:45
  More
• 5:46
  quickly.
• 5:46
  What
• 5:47
  are
• 5:47
  you
• 5:47
  seeing,
• 5:47
  Jeff,
• 5:48
  with
• 5:48
  your
• 5:48
  clients?
• 5:49
  Yeah,
• 5:50
  it's
• 5:50
  mostly
• 5:50
  confusion
• 5:51
  around,
• 5:51
  around
• 5:52
  how
• 5:53
  this
• 5:53
  is
• 5:53
  actually
• 5:53
  going
• 5:53
  to
• 5:54
  all
• 5:54
  kind
• 5:54
  of
• 5:54
  end.
• 5:54
  I,
• 5:55
  I
• 5:55
  do
• 5:56
  believe
• 5:56
  this
• 5:56
  is
• 5:56
  going
• 5:56
  to
• 5:57
  be
• 5:57
  faster
• 5:57
  than
• 5:57
  a
• 5:57
  10
• 5:58
  cart
• 5:58
  rollout
• 5:58
  on,
• 5:58
  on
• 5:59
  a,
• 5:59
  on
• 5:59
  a
• 5:59
  digital
• 6:00
  shopping
• 6:00
  cart.
• 6:00
  Yeah,
• 6:01
  we
• 6:01
  will
• 6:01
  see,
• 6:02
  we
• 6:02
  will
• 6:02
  see
• 6:03
  a
• 6:03
  lot
• 6:03
  of
• 6:04
  bets
• 6:04
  being
• 6:04
  placed.
• 6:05
  Capital
• 6:06
  is
• 6:06
  already
• 6:06
  being
• 6:07
  allocated
• 6:07
  to
• 6:08
  huge
• 6:08
  tech
• 6:08
  investments.
• 6:09
  And
• 6:09
  in
• 6:10
  trying
• 6:10
  to
• 6:10
  be
• 6:10
  that
• 6:10
  differentiator,
• 6:11
  as
• 6:11
  Luis
• 6:11
  mentioned,
• 6:13
  and
• 6:14
  trying
• 6:14
  to
• 6:14
  get
• 6:14
  that
• 6:14
  competitive
• 6:15
  advantage,
• 6:16
  you're
• 6:16
  going
• 6:16
  to
• 6:17
  see
• 6:17
  some
• 6:18
  pretty
• 6:18
  interesting
• 6:18
  things
• 6:19
  coming.
• 6:19
  Not
• 6:20
  in
• 6:20
  the
• 6:20
  next
• 6:21
  two
• 6:21
  to
• 6:21
  three
• 6:21
  years.
• 6:21
  You're
• 6:22
  talking
• 6:22
  next
• 6:22
  probably
• 6:22
  two
• 6:23
  to
• 6:23
  three
• 6:23
  quarters.
• 6:24
  And
• 6:27
  I
• 6:27
  think
• 6:27
  it'll
• 6:27
  be
• 6:28
  positive
• 6:29
  mostly
• 6:30
  from
• 6:30
  just
• 6:30
  a
• 6:30
  consumer
• 6:31
  experience,
• 6:31
  but
• 6:32
  from
• 6:32
  a
• 6:32
  retail
• 6:32
  experience.
• 6:32
  It
• 6:33
  could
• 6:33
  be
• 6:33
  a
• 6:33
  huge,
• 6:35
  huge
• 6:35
  unlock
• 6:35
  to
• 6:36
  either
• 6:36
  access
• 6:36
  new
• 6:36
  customers
• 6:37
  or
• 6:37
  actually
• 6:37
  even
• 6:37
  save
• 6:38
  on
• 6:38
  the
• 6:38
  amount
• 6:38
  of
• 6:38
  money
• 6:38
  that
• 6:39
  they're
• 6:39
  placing
• 6:39
  with
• 6:39
  overall
• 6:40
  marketing
• 6:40
  spend.
• 6:41
  So.
• 6:41
  Right,
• 6:42
  right.
• 6:42
  It'll
• 6:42
  be
• 6:43
  interesting
• 6:43
  to
• 6:43
  see
• 6:44
  companies
• 6:44
  need
• 6:44
  to
• 6:45
  start
• 6:46
  to
• 6:46
  have
• 6:46
  an
• 6:47
  answer.
• 6:47
  Even
• 6:47
  just
• 6:48
  from
• 6:48
  an
• 6:49
  investor
• 6:50
  communication
• 6:50
  standpoint.
• 6:51
  You're
• 6:51
  seeing
• 6:51
  more
• 6:51
  and
• 6:51
  more
• 6:51
  on
• 6:52
  earnings
• 6:52
  calls.
• 6:53
  The
• 6:53
  question
• 6:54
  from
• 6:54
  analysts,
• 6:54
  how
• 6:55
  are
• 6:55
  you
• 6:56
  preparing
• 6:56
  for
• 6:57
  the
• 6:57
  AI
• 6:57
  revolution?
• 6:58
  What
• 6:59
  are
• 6:59
  you
• 6:59
  doing?
• 6:59
  What
• 6:59
  actions
• 7:00
  are
• 7:00
  you
• 7:00
  taking?
• 7:00
  So,
• 7:01
  and
• 7:01
  there's
• 7:02
  a
• 7:02
  pressure
• 7:03
  as
• 7:03
  well
• 7:03
  from
• 7:03
  investors
• 7:05
  to
• 7:05
  get
• 7:05
  ready
• 7:05
  for
• 7:05
  this
• 7:06
  revolution,
• 7:06
  right?
• 7:07
  Absolutely.
• 7:08
  And
• 7:08
  Chris,
• 7:09
  I
• 7:09
  mean,
• 7:09
  what
• 7:10
  do
• 7:10
  you,
• 7:10
  what
• 7:10
  would
• 7:10
  you
• 7:10
  be
• 7:10
  doing
• 7:11
  if
• 7:11
  you
• 7:11
  were
• 7:11
  Google
• 7:12
  right
• 7:12
  now
• 7:12
  or
• 7:12
  how
• 7:13
  would
• 7:13
  you
• 7:13
  be
• 7:13
  feeling?
• 7:14
  How
• 7:14
  would
• 7:14
  you
• 7:14
  be
• 7:14
  rallying
• 7:15
  the
• 7:15
  troops?
• 7:16
  Well,
• 7:17
  I
• 7:17
  don't
• 7:17
  know.
• 7:17
  I
• 7:17
  mean,
• 7:17
  I
• 7:17
  think
• 7:17
  what
• 7:18
  I
• 7:18
  take
• 7:18
  away
• 7:18
  from
• 7:18
  this
• 7:18
  conversation
• 7:19
  really
• 7:19
  is
• 7:19
  I
• 7:20
  think
• 7:20
  Luis's
• 7:20
  point
• 7:20
  about,
• 7:21
  you
• 7:21
  know,
• 7:21
  how
• 7:21
  does
• 7:21
  cpg,
• 7:22
  the
• 7:22
  thing
• 7:22
  I
• 7:22
  started
• 7:23
  thinking
• 7:23
  about
• 7:23
  the
• 7:23
  most
• 7:23
  in
• 7:23
  this
• 7:23
  conversation
• 7:24
  is
• 7:24
  like,
• 7:24
  how
• 7:24
  do
• 7:25
  CPGs
• 7:25
  view
• 7:25
  this
• 7:26
  announcement
• 7:26
  versus
• 7:26
  retailers?
• 7:27
  If
• 7:27
  I'm
• 7:27
  a
• 7:27
  CPG,
• 7:28
  I
• 7:28
  don't
• 7:28
  think
• 7:28
  I'm
• 7:28
  paying
• 7:29
  too
• 7:29
  much
• 7:29
  attention
• 7:29
  to
• 7:30
  this
• 7:30
  because
• 7:30
  I
• 7:30
  think
• 7:30
  my
• 7:31
  job
• 7:31
  is
• 7:31
  at
• 7:31
  the
• 7:31
  end
• 7:31
  of
• 7:31
  the
• 7:31
  day
• 7:32
  is
• 7:32
  to
• 7:32
  develop
• 7:32
  good
• 7:32
  products
• 7:33
  and
• 7:33
  make
• 7:33
  sure
• 7:33
  they're
• 7:33
  available
• 7:34
  for
• 7:34
  the
• 7:34
  people.
• 7:35
  And
• 7:35
  so
• 7:35
  I
• 7:35
  don't
• 7:35
  think,
• 7:36
  you
• 7:36
  know,
• 7:36
  how
• 7:36
  people
• 7:36
  transact
• 7:37
  in
• 7:37
  those
• 7:37
  is
• 7:37
  really
• 7:38
  going
• 7:38
  to
• 7:38
  impact
• 7:38
  the
• 7:38
  CPGs
• 7:39
  all
• 7:39
  that
• 7:39
  much
• 7:39
  down
• 7:39
  the
• 7:40
  line
• 7:40
  or
• 7:40
  at
• 7:40
  least
• 7:40
  I
• 7:40
  have
• 7:40
  trouble
• 7:41
  seeing
• 7:41
  it.
• 7:41
  I
• 7:41
  think
• 7:41
  there's
• 7:41
  advantages
• 7:42
  that
• 7:42
  they
• 7:42
  can,
• 7:43
  or
• 7:43
  they
• 7:43
  can
• 7:43
  take
• 7:44
  advantage
• 7:44
  of,
• 7:45
  advantage
• 7:45
  of
• 7:45
  Gen
• 7:46
  AI
• 7:46
  for
• 7:46
  different
• 7:46
  use
• 7:47
  cases.
• 7:47
  But
• 7:47
  I'm
• 7:47
  not
• 7:47
  too
• 7:48
  worried
• 7:48
  about,
• 7:48
  you
• 7:48
  know,
• 7:48
  the
• 7:49
  advent
• 7:49
  of
• 7:49
  the
• 7:49
  impact
• 7:50
  on
• 7:50
  this
• 7:50
  for
• 7:51
  them,
• 7:51
  but
• 7:51
  for
• 7:51
  the
• 7:52
  retailers,
• 7:52
  to
• 7:52
  Jeff's
• 7:53
  point,
• 7:53
  it,
• 7:53
  it's
• 7:54
  just
• 7:54
  incredibly
• 7:54
  disruptive.
• 7:56
  And
• 7:56
  then
• 7:56
  going
• 7:56
  back
• 7:57
  to
• 7:57
  the
• 7:57
  question
• 7:57
  at
• 7:58
  hand
• 7:58
  of
• 7:58
  how
• 7:59
  scared
• 7:59
  should
• 7:59
  Google
• 7:59
  be
• 8:00
  or
• 8:00
  what
• 8:00
  should
• 8:00
  Google
• 8:00
  do?
• 8:01
  I
• 8:01
  mean,
• 8:01
  I
• 8:02
  think
• 8:02
  at
• 8:02
  this
• 8:02
  point
• 8:02
  the
• 8:02
  thing
• 8:03
  as
• 8:03
  I
• 8:03
  sit
• 8:03
  back
• 8:04
  I
• 8:04
  think
• 8:04
  everybody's
• 8:05
  scared
• 8:05
  of
• 8:05
  everybody
• 8:06
  at
• 8:06
  this
• 8:06
  point
• 8:07
  because
• 8:07
  you
• 8:07
  throw
• 8:08
  agentic
• 8:08
  AI
• 8:09
  into
• 8:09
  the
• 8:09
  mix,
• 8:09
  which
• 8:09
  this
• 8:10
  isn't
• 8:10
  even
• 8:10
  about
• 8:11
  yet,
• 8:11
  in
• 8:11
  the
• 8:12
  core
• 8:12
  of
• 8:12
  this
• 8:12
  headline.
• 8:13
  And
• 8:13
  it's
• 8:13
  going
• 8:13
  to
• 8:13
  be
• 8:14
  hard
• 8:14
  to
• 8:14
  know
• 8:14
  who
• 8:14
  is
• 8:14
  actually
• 8:15
  powering
• 8:15
  what
• 8:16
  at
• 8:16
  the
• 8:16
  end
• 8:16
  of
• 8:16
  the
• 8:16
  day.
• 8:17
  Right.
• 8:17
  Like
• 8:18
  all
• 8:18
  these
• 8:18
  things
• 8:18
  could
• 8:19
  be
• 8:19
  working
• 8:19
  together
• 8:19
  and
• 8:20
  no
• 8:20
  one
• 8:20
  knows
• 8:20
  what's
• 8:20
  going
• 8:20
  on.
• 8:21
  You
• 8:21
  don't
• 8:21
  know
• 8:21
  your
• 8:21
  arm
• 8:21
  from
• 8:22
  your
• 8:22
  elbow.
• 8:22
  So.
• 8:23
  And
• 8:24
  the
• 8:25
  idea
• 8:25
  of
• 8:25
  like
• 8:25
  user
• 8:25
  search
• 8:26
  here
• 8:26
  being
• 8:26
  what
• 8:26
  powers
• 8:27
  this
• 8:27
  too,
• 8:28
  that's
• 8:29
  in
• 8:29
  some
• 8:29
  ways
• 8:29
  so
• 8:30
  old
• 8:30
  school
• 8:30
  now
• 8:30
  when
• 8:30
  you
• 8:31
  bring
• 8:31
  in
• 8:31
  a
• 8:31
  gentic
• 8:31
  AI.
• 8:32
  And
• 8:32
  that's
• 8:32
  the
• 8:32
  crazy
• 8:33
  thing
• 8:33
  about
• 8:33
  that
• 8:33
  to
• 8:33
  just
• 8:34
  point
• 8:34
  too
• 8:34
  is
• 8:34
  that's
• 8:35
  two
• 8:35
  years
• 8:35
  old
• 8:35
  at
• 8:36
  this
• 8:36
  point.
• 8:36
  Yeah.
• 8:37
  So
• 8:37
  like
• 8:37
  it's
• 8:37
  just
• 8:38
  amazing
• 8:38
  to
• 8:38
  me
• 8:38
  how
• 8:39
  fast
• 8:39
  all
• 8:39
  of
• 8:40
  this
• 8:40
  is
• 8:40
  changing.
• 8:41
  And
• 8:41
  the
• 8:41
  average
• 8:42
  retail,
• 8:43
  average
• 8:43
  retail
• 8:44
  CEO,
• 8:44
  not
• 8:44
  CPG
• 8:45
  CEO,
• 8:45
  but
• 8:45
  the
• 8:45
  average
• 8:46
  retail
• 8:46
  CEO
• 8:47
  likely
• 8:47
  has
• 8:47
  no
• 8:47
  idea
• 8:48
  what
• 8:48
  is
• 8:48
  likely
• 8:48
  going
• 8:49
  to
• 8:49
  hit
• 8:49
  him
• 8:49
  or
• 8:49
  her
• 8:49
  here
• 8:50
  over
• 8:50
  the
• 8:50
  next
• 8:50
  five
• 8:51
  years.
• 8:51
  And
• 8:51
  it's
• 8:51
  going
• 8:51
  to
• 8:51
  be,
• 8:52
  it's
• 8:52
  going
• 8:52
  to
• 8:52
  be
• 8:53
  crazy
• 8:53
  to
• 8:53
  watch.
• 8:53
  I
• 8:53
  mean,
• 8:54
  that's
• 8:54
  why
• 8:54
  you
• 8:54
  and
• 8:54
  I
• 8:54
  and
• 8:54
  I
• 8:54
  were
• 8:54
  talking
• 8:55
  yesterday
• 8:55
  too.
• 8:56
  This
• 8:56
  is
• 8:56
  the
• 8:56
  most
• 8:56
  important
• 8:57
  headline
• 8:57
  of
• 8:57
  the
• 8:58
  week.
• 8:58
  Of
• 8:59
  the
• 8:59
  five.
• 8:59
  This
• 8:59
  one
• 9:00
  by
• 9:00
  far
• 9:00
  and
• 9:01
  away,
• 9:01
  in
• 9:02
  terms
• 9:02
  of
• 9:02
  the
• 9:02
  impact
• 9:02
  on
• 9:03
  retail
• 9:03
  overall
• 9:03
  over
• 9:03
  the
• 9:04
  next
• 9:04
  10
• 9:04
  years.
• 9:04
  The
• 9:05
  movement
• 9:05
  in
• 9:05
  this
• 9:05
  direction
• 9:06
  continues
• 9:06
  to
• 9:06
  be
• 9:06
  something
• 9:07
  we
• 9:07
  got
• 9:07
  to
• 9:07
  keep
• 9:08
  on
• 9:08
  top
• 9:08
  of.