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The Biggest Google Search Shift In 25 Years | Fast Five Shorts · Omni Talk Retail

• 0:00
  Google
• 0:00
  Search
• 0:01
  is
• 0:01
  getting
• 0:01
  its
• 0:01
  biggest
• 0:02
  overhaul
• 0:02
  in
• 0:03
  over
• 0:03
  25
• 0:04
  years.
• 0:04
  This
• 0:04
  announcement
• 0:05
  is
• 0:05
  quite
• 0:05
  big,
• 0:06
  with
• 0:06
  the
• 0:06
  company
• 0:06
  announcing
• 0:07
  at
• 0:07
  its
• 0:07
  IO
• 0:08
  Developer
• 0:08
  Conference
• 0:08
  last
• 0:09
  week
• 0:09
  that
• 0:09
  it's
• 0:09
  completely
• 0:10
  reimagining
• 0:10
  the
• 0:11
  search
• 0:11
  box
• 0:11
  with
• 0:11
  AI
• 0:12
  surpassing
• 0:13
  1
• 0:13
  billion
• 0:13
  monthly
• 0:14
  users
• 0:14
  for
• 0:14
  AI
• 0:15
  mode
• 0:15
  and
• 0:15
  launching
• 0:16
  always
• 0:16
  on
• 0:16
  background
• 0:17
  agents
• 0:17
  that
• 0:18
  monitor
• 0:18
  the
• 0:18
  web
• 0:19
  without
• 0:19
  any
• 0:19
  user
• 0:20
  prompt,
• 0:20
  according
• 0:21
  to
• 0:21
  the
• 0:21
  Verge,
• 0:22
  which
• 0:22
  once
• 0:22
  again,
• 0:22
  for
• 0:23
  all
• 0:23
  you
• 0:23
  loyal
• 0:23
  listeners
• 0:24
  out
• 0:24
  there
• 0:24
  should
• 0:24
  never
• 0:25
  be
• 0:25
  confer
• 0:25
  Confused
• 0:26
  Confused
• 0:26
  with
• 0:27
  the
• 0:27
  fabulous
• 0:28
  band
• 0:28
  the
• 0:28
  verve.
• 0:29
  Google
• 0:29
  announced
• 0:30
  five
• 0:30
  major
• 0:30
  search
• 0:31
  changes
• 0:31
  at
• 0:31
  its
• 0:32
  May
• 0:32
  19
• 0:32
  keynote.
• 0:33
  Number
• 0:33
  one,
• 0:34
  a
• 0:34
  completely
• 0:34
  rebuilt
• 0:35
  search
• 0:35
  box.
• 0:35
  Number
• 0:35
  two,
• 0:36
  a
• 0:36
  new
• 0:36
  default
• 0:36
  AI
• 0:37
  model
• 0:37
  powering
• 0:38
  AI
• 0:38
  mode.
• 0:38
  Number
• 0:39
  three,
• 0:39
  persistent
• 0:40
  background
• 0:40
  agents
• 0:41
  that
• 0:41
  work
• 0:41
  on
• 0:41
  a
• 0:41
  user's
• 0:42
  behalf
• 0:42
  without
• 0:42
  being
• 0:42
  asked.
• 0:43
  Number
• 0:44
  four,
• 0:44
  expanded
• 0:45
  agentic
• 0:45
  booking
• 0:46
  for
• 0:46
  local
• 0:46
  services
• 0:46
  and
• 0:47
  number
• 0:47
  five
• 0:48
  and
• 0:48
  finally,
• 0:48
  a
• 0:48
  rollout
• 0:49
  of
• 0:49
  personal
• 0:49
  intelligence
• 0:50
  features
• 0:50
  to
• 0:51
  nearly
• 0:51
  200
• 0:52
  countries.
• 0:53
  And
• 0:53
  most
• 0:53
  features
• 0:54
  require
• 0:54
  no
• 0:55
  subscription.
• 0:55
  The
• 0:56
  new
• 0:56
  search
• 0:56
  box
• 0:56
  supports
• 0:57
  text,
• 0:57
  image
• 0:58
  files,
• 0:58
  videos
• 0:59
  and
• 0:59
  Chrome
• 0:59
  tabs
• 1:00
  simultaneously.
• 1:01
  Background
• 1:02
  agents,
• 1:02
  a
• 1:02
  new
• 1:03
  category
• 1:03
  entirely,
• 1:04
  can
• 1:04
  monitor
• 1:04
  topics
• 1:05
  of
• 1:05
  interest
• 1:05
  and
• 1:06
  proactively
• 1:07
  Surface
• 1:07
  updates
• 1:08
  without
• 1:08
  the
• 1:08
  user
• 1:09
  ever
• 1:09
  even
• 1:09
  typing
• 1:10
  a
• 1:10
  query.
• 1:10
  For
• 1:11
  retailers,
• 1:11
  the
• 1:11
  implications
• 1:12
  here
• 1:12
  are
• 1:12
  potentially
• 1:13
  significant.
• 1:13
  AI
• 1:14
  generated
• 1:14
  shopping
• 1:15
  summaries
• 1:15
  now
• 1:15
  claim
• 1:16
  the
• 1:16
  majority
• 1:16
  of
• 1:17
  above
• 1:17
  the
• 1:17
  fold
• 1:17
  real
• 1:18
  estate
• 1:18
  in
• 1:18
  product
• 1:18
  searches
• 1:19
  and
• 1:20
  brands
• 1:20
  cited
• 1:20
  inside
• 1:21
  AI
• 1:21
  overviews
• 1:22
  are
• 1:22
  seeing
• 1:22
  meaningfully
• 1:23
  more
• 1:23
  organic
• 1:24
  clicks
• 1:24
  than
• 1:25
  non
• 1:25
  cited
• 1:26
  competitors,
• 1:26
  according
• 1:27
  to
• 1:27
  early
• 1:27
  data.
• 1:28
  Laura
• 1:28
  this
• 1:29
  also
• 1:29
  happens
• 1:29
  to
• 1:29
  be
• 1:29
  the
• 1:30
  A
• 1:30
  and
• 1:30
  M
• 1:31
  put
• 1:31
  you
• 1:31
  on
• 1:31
  the
• 1:32
  spot
• 1:32
  question
• 1:32
  of
• 1:32
  the
• 1:33
  week
• 1:33
  the
• 1:33
  A
• 1:33
  and
• 1:33
  M
• 1:33
  consumer
• 1:34
  and
• 1:34
  retail
• 1:34
  groups
• 1:34
  put
• 1:34
  you
• 1:35
  on
• 1:35
  the
• 1:35
  spot
• 1:35
  question
• 1:35
  of
• 1:35
  the
• 1:35
  week.
• 1:36
  And
• 1:36
  so
• 1:36
  here
• 1:36
  it
• 1:36
  is.
• 1:37
  Often
• 1:37
  people
• 1:38
  are
• 1:38
  criticized
• 1:39
  for
• 1:39
  using
• 1:39
  AI
• 1:40
  like
• 1:40
  Google.
• 1:41
  Are
• 1:42
  these
• 1:42
  changes
• 1:42
  enough
• 1:43
  to
• 1:43
  make
• 1:43
  people
• 1:43
  use
• 1:44
  Google
• 1:44
  search
• 1:44
  like
• 1:45
  AI?
• 1:46
  I
• 1:46
  think
• 1:46
  the
• 1:46
  simple
• 1:47
  question
• 1:47
  is
• 1:47
  that
• 1:47
  people
• 1:47
  are
• 1:49
  probably
• 1:49
  already
• 1:49
  using
• 1:50
  Google
• 1:50
  or
• 1:51
  the
• 1:51
  simple
• 1:51
  answer
• 1:51
  to
• 1:51
  that
• 1:52
  is
• 1:52
  people
• 1:52
  are
• 1:52
  using
• 1:53
  Google
• 1:53
  like
• 1:53
  AI.
• 1:55
  And
• 1:55
  I
• 1:55
  have
• 1:56
  always
• 1:57
  really
• 1:57
  my
• 1:57
  sort
• 1:58
  of
• 1:58
  black
• 1:58
  and
• 1:58
  white
• 1:58
  take
• 1:59
  is
• 1:59
  just
• 1:59
  that
• 1:59
  Google
• 2:00
  wins.
• 2:00
  I
• 2:00
  mean
• 2:00
  Google
• 2:01
  is
• 2:01
  the
• 2:02
  best,
• 2:02
  is
• 2:03
  the
• 2:03
  best
• 2:03
  positioned
• 2:04
  here
• 2:04
  it
• 2:05
  has
• 2:05
  the
• 2:05
  volume.
• 2:06
  Especially
• 2:06
  when
• 2:07
  it
• 2:07
  comes
• 2:07
  to
• 2:08
  AI
• 2:08
  and
• 2:09
  commerce
• 2:12
  you
• 2:12
  can't
• 2:12
  beat
• 2:13
  the
• 2:13
  volume
• 2:14
  that
• 2:14
  Google
• 2:15
  has
• 2:15
  right
• 2:15
  now.
• 2:16
  You
• 2:17
  know
• 2:17
  there
• 2:17
  was
• 2:17
  a
• 2:17
  chart
• 2:17
  that
• 2:17
  went
• 2:18
  around
• 2:18
  a
• 2:19
  few
• 2:19
  months
• 2:19
  ago
• 2:20
  around
• 2:20
  you
• 2:20
  know,
• 2:21
  daily
• 2:21
  traffic
• 2:21
  for
• 2:22
  purchasable
• 2:22
  product
• 2:23
  and
• 2:23
  it
• 2:23
  showed
• 2:23
  this
• 2:23
  big
• 2:24
  huge
• 2:24
  bar
• 2:25
  for
• 2:25
  ChatGPT.
• 2:27
  The
• 2:27
  math
• 2:27
  has
• 2:28
  people
• 2:28
  have
• 2:28
  debated
• 2:29
  the
• 2:29
  math
• 2:29
  online
• 2:30
  in
• 2:30
  the
• 2:30
  in
• 2:30
  the
• 2:31
  the
• 2:32
  retail
• 2:32
  substacks
• 2:33
  and
• 2:34
  so
• 2:34
  and
• 2:34
  kind
• 2:34
  of
• 2:35
  cleared
• 2:35
  some
• 2:35
  of
• 2:35
  it
• 2:35
  up.
• 2:36
  But
• 2:37
  you
• 2:37
  know
• 2:38
  the
• 2:38
  short
• 2:38
  story
• 2:38
  is
• 2:39
  that
• 2:39
  actually
• 2:39
  Amazon
• 2:40
  traffic
• 2:40
  is
• 2:40
  way
• 2:41
  higher
• 2:41
  and
• 2:41
  then
• 2:41
  Google
• 2:42
  just
• 2:42
  blows
• 2:42
  them
• 2:42
  all
• 2:42
  out
• 2:43
  of
• 2:43
  the
• 2:43
  water
• 2:43
  now,
• 2:43
  you
• 2:44
  know,
• 2:44
  harder
• 2:44
  to
• 2:44
  figure
• 2:45
  out
• 2:45
  where
• 2:46
  whether
• 2:46
  all
• 2:46
  of
• 2:46
  that
• 2:47
  is
• 2:47
  around
• 2:47
  trying
• 2:48
  to
• 2:48
  buy
• 2:48
  stuff.
• 2:49
  You
• 2:50
  know
• 2:50
  the
• 2:50
  flip
• 2:51
  side
• 2:51
  is
• 2:51
  you
• 2:51
  know
• 2:51
  Google
• 2:52
  has
• 2:52
  all
• 2:52
  these
• 2:52
  statistics
• 2:53
  about
• 2:54
  users
• 2:55
  and
• 2:55
  using
• 2:55
  AI
• 2:56
  mode.
• 2:57
  I
• 2:57
  don't
• 2:57
  know
• 2:57
  if
• 2:57
  anyone's
• 2:58
  actually
• 2:58
  doing
• 2:58
  that
• 2:58
  by
• 2:59
  choice,
• 3:00
  you
• 3:00
  know,
• 3:00
  and
• 3:00
  if
• 3:01
  anybody
• 3:01
  who's
• 3:02
  ever
• 3:02
  gotten
• 3:02
  an
• 3:02
  AI
• 3:02
  overview,
• 3:03
  I
• 3:03
  think
• 3:04
  there's
• 3:04
  a
• 3:04
  real
• 3:05
  feeling
• 3:05
  that
• 3:05
  they're
• 3:05
  wrong
• 3:06
  a
• 3:06
  lot
• 3:06
  of
• 3:06
  the
• 3:06
  time.
• 3:07
  Is
• 3:08
  it
• 3:08
  wrong
• 3:08
  more
• 3:08
  than
• 3:08
  ChatGPT
• 3:09
  or
• 3:10
  its
• 3:10
  brethren?
• 3:10
  I
• 3:11
  don't
• 3:11
  know.
• 3:11
  Are
• 3:11
  we
• 3:11
  just
• 3:12
  accustomed
• 3:12
  to
• 3:12
  Google
• 3:12
  being
• 3:13
  right
• 3:13
  a
• 3:13
  lot?
• 3:14
  You
• 3:14
  know,
• 3:15
  but
• 3:16
  that
• 3:16
  all
• 3:16
  said,
• 3:18
  Google's
• 3:18
  position
• 3:19
  as
• 3:20
  the,
• 3:21
  the
• 3:21
  destination
• 3:22
  of
• 3:22
  choice
• 3:22
  in
• 3:23
  the
• 3:23
  past,
• 3:24
  you
• 3:24
  know,
• 3:24
  I
• 3:25
  still
• 3:25
  think
• 3:25
  sets
• 3:26
  it
• 3:26
  up
• 3:26
  really
• 3:26
  well
• 3:27
  to
• 3:27
  be,
• 3:28
  you
• 3:28
  know,
• 3:28
  the
• 3:29
  shopping
• 3:29
  destination.
• 3:31
  And
• 3:31
  that's,
• 3:32
  that's
• 3:32
  the
• 3:32
  part
• 3:32
  that
• 3:32
  I'm
• 3:32
  actually
• 3:33
  most
• 3:33
  focused
• 3:33
  on
• 3:33
  in
• 3:34
  all
• 3:34
  of
• 3:34
  Google's
• 3:34
  announcements
• 3:35
  is
• 3:36
  not
• 3:36
  really
• 3:36
  AI
• 3:37
  mode
• 3:37
  broadly,
• 3:37
  but
• 3:38
  all
• 3:38
  of
• 3:38
  the
• 3:39
  AI
• 3:39
  enabled
• 3:39
  shopping
• 3:40
  features
• 3:40
  that
• 3:40
  are
• 3:41
  underneath
• 3:41
  it.
• 3:42
  You
• 3:42
  know,
• 3:43
  Scott
• 3:44
  Wingo,
• 3:44
  who
• 3:44
  writes
• 3:45
  the
• 3:45
  retail
• 3:45
  Gentex
• 3:46
  substack,
• 3:47
  he
• 3:47
  talked,
• 3:47
  he
• 3:48
  called
• 3:48
  out,
• 3:49
  he
• 3:49
  called
• 3:49
  out
• 3:49
  specifically
• 3:50
  that
• 3:51
  they
• 3:51
  added
• 3:52
  conversational
• 3:53
  attributes
• 3:54
  to,
• 3:54
  you
• 3:55
  know,
• 3:55
  how
• 3:55
  you
• 3:55
  tag
• 3:56
  a
• 3:56
  product
• 3:56
  on
• 3:56
  Google.
• 3:57
  And
• 3:57
  that's
• 3:58
  a
• 3:58
  move
• 3:58
  toward,
• 3:59
  you
• 3:59
  know,
• 4:00
  reading
• 4:00
  a
• 4:00
  product's
• 4:01
  information
• 4:01
  more
• 4:02
  like
• 4:02
  a
• 4:02
  ChatGPT
• 4:03
  or
• 4:03
  you
• 4:04
  know,
• 4:04
  an
• 4:04
  answer
• 4:04
  engine
• 4:05
  would
• 4:05
  instead
• 4:05
  of
• 4:05
  just
• 4:05
  a
• 4:06
  keyword.
• 4:06
  And,
• 4:07
  and
• 4:07
  so,
• 4:08
  you
• 4:08
  know,
• 4:08
  the
• 4:08
  search
• 4:08
  bar
• 4:09
  is
• 4:09
  a
• 4:09
  place
• 4:09
  where
• 4:09
  consumers
• 4:10
  want,
• 4:11
  are
• 4:11
  going
• 4:11
  to
• 4:12
  use
• 4:12
  natural
• 4:12
  language.
• 4:13
  I
• 4:13
  think
• 4:13
  we're
• 4:13
  just
• 4:13
  all
• 4:13
  getting
• 4:14
  used
• 4:14
  to
• 4:15
  doing
• 4:15
  that
• 4:15
  everywhere
• 4:16
  we
• 4:16
  search.
• 4:18
  And
• 4:18
  so
• 4:18
  I
• 4:18
  think
• 4:19
  the
• 4:19
  short
• 4:19
  story
• 4:19
  is
• 4:19
  if
• 4:20
  you're
• 4:20
  a
• 4:20
  retailer
• 4:20
  brand,
• 4:21
  you
• 4:21
  just
• 4:21
  have
• 4:21
  to
• 4:21
  be
• 4:21
  ready
• 4:22
  for
• 4:22
  this
• 4:22
  reality.
• 4:24
  I
• 4:24
  think
• 4:24
  Google
• 4:24
  is
• 4:24
  still
• 4:25
  really
• 4:25
  well
• 4:25
  positioned.
• 4:26
  I
• 4:26
  think
• 4:27
  the
• 4:28
  reasons
• 4:28
  why
• 4:28
  will
• 4:28
  come
• 4:29
  up
• 4:29
  in
• 4:29
  a
• 4:29
  little
• 4:29
  bit.
• 4:29
  And
• 4:29
  when
• 4:30
  we
• 4:30
  talk
• 4:30
  a
• 4:30
  little
• 4:30
  bit
• 4:30
  more
• 4:30
  about
• 4:30
  Klarna
• 4:32
  and
• 4:33
  what's
• 4:33
  going
• 4:33
  to
• 4:34
  happen
• 4:34
  on,
• 4:34
  on
• 4:35
  chatgpt,
• 4:36
  but
• 4:36
  the
• 4:37
  way
• 4:37
  your
• 4:37
  product
• 4:37
  information
• 4:38
  is
• 4:38
  structured,
• 4:39
  you
• 4:39
  know,
• 4:39
  the
• 4:40
  richness
• 4:40
  of
• 4:40
  your
• 4:40
  attributes,
• 4:42
  you
• 4:42
  know,
• 4:42
  based
• 4:42
  on
• 4:42
  what
• 4:42
  I've
• 4:43
  heard
• 4:43
  from
• 4:43
  brands
• 4:43
  I
• 4:43
  mentioned,
• 4:44
  I,
• 4:44
  you
• 4:44
  know,
• 4:44
  spoke
• 4:44
  with
• 4:45
  somebody
• 4:45
  from
• 4:45
  Steve
• 4:45
  Madden,
• 4:46
  they
• 4:46
  said
• 4:46
  it
• 4:47
  took
• 4:47
  a
• 4:47
  year
• 4:47
  to
• 4:47
  make
• 4:48
  sure
• 4:48
  their
• 4:48
  data
• 4:48
  was
• 4:49
  ready
• 4:49
  and
• 4:49
  they,
• 4:49
  they
• 4:50
  worked
• 4:50
  with
• 4:50
  Scott
• 4:50
  Wingo's
• 4:51
  company
• 4:51
  incidentally.
• 4:52
  And
• 4:52
  so
• 4:53
  they,
• 4:54
  they
• 4:54
  had
• 4:54
  to
• 4:54
  get
• 4:54
  their
• 4:55
  data
• 4:55
  ready.
• 4:55
  It
• 4:55
  took
• 4:55
  up
• 4:56
  to
• 4:56
  a
• 4:56
  year.
• 4:57
  Obviously
• 4:57
  they're
• 4:57
  probably
• 4:58
  still
• 4:58
  iterating
• 4:58
  all
• 4:59
  the
• 4:59
  time
• 4:59
  because
• 4:59
  these
• 5:00
  engines
• 5:00
  can
• 5:00
  read
• 5:01
  all
• 5:01
  kinds
• 5:01
  of
• 5:01
  different
• 5:01
  stuff.
• 5:02
  So
• 5:02
  if
• 5:02
  Google
• 5:03
  being
• 5:03
  active
• 5:03
  in
• 5:04
  this
• 5:04
  space
• 5:04
  is
• 5:04
  the
• 5:04
  impetus
• 5:05
  for
• 5:05
  that
• 5:05
  from
• 5:05
  the,
• 5:06
  from
• 5:06
  the
• 5:06
  retail
• 5:07
  perspective,
• 5:08
  you
• 5:08
  know,
• 5:09
  then
• 5:09
  I
• 5:09
  think
• 5:09
  it's
• 5:10
  a
• 5:10
  really,
• 5:11
  you
• 5:11
  know,
• 5:11
  worthwhile
• 5:12
  place
• 5:12
  for
• 5:13
  a
• 5:13
  retailer
• 5:13
  or
• 5:13
  brand
• 5:13
  to
• 5:14
  spend
• 5:14
  their
• 5:14
  time.
• 5:15
  Nice.
• 5:16
  Okay,
• 5:16
  so
• 5:16
  I've
• 5:16
  got,
• 5:16
  I've
• 5:17
  got
• 5:17
  an
• 5:17
  observation
• 5:18
  that
• 5:18
  I'm
• 5:18
  going
• 5:18
  to
• 5:18
  push
• 5:18
  you
• 5:19
  a
• 5:19
  little
• 5:19
  bit
• 5:19
  because
• 5:20
  I
• 5:20
  think
• 5:20
  it's
• 5:20
  important
• 5:21
  to
• 5:21
  push
• 5:21
  you.
• 5:21
  I
• 5:21
  want
• 5:21
  to
• 5:21
  push
• 5:21
  you
• 5:22
  on
• 5:22
  this
• 5:22
  one.
• 5:22
  So
• 5:22
  the
• 5:23
  first
• 5:23
  one
• 5:23
  is
• 5:23
  the
• 5:23
  observation
• 5:24
  that
• 5:24
  there
• 5:24
  are
• 5:24
  sub
• 5:25
  stacks
• 5:25
  and
• 5:25
  subreddits
• 5:26
  for
• 5:26
  all
• 5:26
  the
• 5:27
  things
• 5:27
  we
• 5:27
  geek
• 5:27
  out
• 5:27
  on.
• 5:28
  That.
• 5:28
  That
• 5:28
  is
• 5:28
  fantastic.
• 5:29
  I
• 5:29
  love
• 5:29
  that
• 5:30
  you
• 5:30
  just
• 5:30
  came
• 5:30
  clean
• 5:30
  on
• 5:31
  that.
• 5:31
  That's
• 5:31
  great.
• 5:32
  And
• 5:32
  then
• 5:33
  second,
• 5:33
  I
• 5:33
  want
• 5:33
  to
• 5:33
  push
• 5:33
  you
• 5:33
  so
• 5:33
  you
• 5:34
  think,
• 5:34
  you
• 5:34
  think
• 5:34
  Google
• 5:35
  has
• 5:35
  a
• 5:35
  right
• 5:35
  to
• 5:36
  win
• 5:36
  and
• 5:36
  I
• 5:36
  want
• 5:36
  to
• 5:36
  be
• 5:37
  very
• 5:37
  specific
• 5:37
  in
• 5:37
  understanding
• 5:38
  what
• 5:38
  you
• 5:38
  think
• 5:38
  they
• 5:39
  have
• 5:39
  a
• 5:39
  right
• 5:39
  to
• 5:39
  win
• 5:40
  at.
• 5:41
  So
• 5:41
  what
• 5:41
  do
• 5:41
  you
• 5:42
  think
• 5:42
  if
• 5:42
  you're
• 5:43
  specific?
• 5:44
  I
• 5:44
  think
• 5:44
  they
• 5:45
  still
• 5:45
  have
• 5:45
  the
• 5:45
  right
• 5:45
  to
• 5:46
  win
• 5:47
  at
• 5:47
  shopping
• 5:48
  and
• 5:48
  how
• 5:49
  people
• 5:49
  gather
• 5:50
  information
• 5:52
  for
• 5:52
  their
• 5:52
  purchases.
• 5:53
  Because
• 5:54
  we
• 5:54
  have
• 5:55
  seen
• 5:56
  if
• 5:56
  ChatGPT
• 5:57
  and
• 5:57
  it's
• 5:58
  a
• 5:58
  checkout
• 5:59
  in
• 5:59
  another
• 5:59
  world
• 5:59
  had
• 6:00
  instant
• 6:01
  checkout
• 6:01
  had
• 6:01
  caught
• 6:01
  on
• 6:02
  and
• 6:02
  people
• 6:02
  were
• 6:03
  out
• 6:03
  here
• 6:03
  trying
• 6:03
  to
• 6:03
  check
• 6:04
  out
• 6:04
  in
• 6:05
  chatbots
• 6:06
  and
• 6:06
  very
• 6:06
  comfortable
• 6:06
  with
• 6:06
  it,
• 6:08
  then
• 6:09
  we
• 6:09
  might
• 6:09
  be
• 6:09
  having
• 6:10
  a
• 6:10
  different
• 6:10
  conversation
• 6:11
  because
• 6:11
  that
• 6:11
  might
• 6:11
  be
• 6:11
  telling
• 6:12
  us
• 6:12
  that
• 6:12
  people
• 6:12
  have
• 6:13
  decamped
• 6:14
  from
• 6:14
  all
• 6:14
  of
• 6:14
  their
• 6:15
  previous
• 6:15
  shopping
• 6:16
  habits
• 6:16
  online
• 6:17
  and
• 6:17
  they're
• 6:17
  doing
• 6:18
  everything
• 6:18
  somewhere
• 6:19
  else.
• 6:20
  They
• 6:20
  retired
• 6:21
  instant
• 6:22
  checkout
• 6:22
  because
• 6:22
  people
• 6:23
  still
• 6:23
  want
• 6:23
  to
• 6:23
  check
• 6:23
  out
• 6:23
  on
• 6:24
  the
• 6:24
  retailer
• 6:25
  websites.
• 6:25
  And
• 6:25
  I
• 6:25
  feel
• 6:26
  like
• 6:26
  Google
• 6:27
  probably
• 6:27
  could
• 6:28
  have
• 6:28
  told
• 6:28
  them
• 6:28
  that
• 6:29
  based
• 6:29
  on,
• 6:30
  you
• 6:30
  know,
• 6:30
  what
• 6:30
  Google
• 6:31
  has
• 6:31
  seen
• 6:31
  over,
• 6:32
  you
• 6:32
  know,
• 6:32
  time
• 6:32
  with
• 6:32
  Google
• 6:33
  shopping
• 6:34
  where
• 6:35
  historically
• 6:36
  and
• 6:37
  consumers
• 6:37
  can
• 6:37
  change
• 6:38
  anytime.
• 6:39
  But
• 6:39
  I,
• 6:40
  I
• 6:40
  think
• 6:40
  that
• 6:40
  it
• 6:41
  told
• 6:41
  us
• 6:41
  that
• 6:41
  peop
• 6:42
  that
• 6:42
  consumers
• 6:43
  are
• 6:43
  doing
• 6:44
  a
• 6:44
  lot
• 6:44
  of
• 6:44
  research
• 6:44
  on
• 6:44
  ChatGPT
• 6:46
  but
• 6:47
  it,
• 6:47
  it's
• 6:47
  not
• 6:47
  necessarily
• 6:49
  where
• 6:49
  they're
• 6:49
  putting
• 6:50
  all
• 6:50
  of
• 6:50
  their,
• 6:50
  their
• 6:51
  stock.
• 6:52
  The,
• 6:52
  the
• 6:52
  place
• 6:52
  where
• 6:53
  I
• 6:53
  think
• 6:53
  Google
• 6:53
  has
• 6:53
  really
• 6:54
  has
• 6:54
  the
• 6:54
  right
• 6:54
  to
• 6:54
  win
• 6:54
  though
• 6:55
  is
• 6:55
  if
• 6:55
  this
• 6:55
  at
• 6:55
  any
• 6:56
  point
• 6:56
  goes
• 6:57
  agentic
• 6:57
  or
• 6:58
  aut
• 6:59
  because,
• 6:59
  and
• 6:59
  you
• 7:00
  know,
• 7:00
  I'm
• 7:00
  spoiling
• 7:01
  our
• 7:01
  discussion
• 7:01
  about
• 7:01
  Klarna
• 7:02
  a
• 7:02
  little
• 7:02
  bit.
• 7:03
  That's
• 7:03
  okay.
• 7:03
  The
• 7:04
  wallet
• 7:05
  and
• 7:05
  payment
• 7:06
  and
• 7:06
  the
• 7:06
  idea
• 7:06
  of
• 7:07
  your
• 7:07
  robot
• 7:08
  paying
• 7:08
  for
• 7:08
  you
• 7:09
  requires
• 7:09
  a
• 7:09
  lot
• 7:10
  of
• 7:10
  security,
• 7:11
  technically
• 7:12
  speaking,
• 7:13
  security.
• 7:13
  And
• 7:14
  then,
• 7:15
  you
• 7:15
  know,
• 7:15
  qualitatively
• 7:16
  speaking,
• 7:16
  trust
• 7:17
  and
• 7:18
  where
• 7:18
  you're
• 7:18
  going
• 7:18
  to
• 7:18
  pay.
• 7:19
  And
• 7:20
  Google
• 7:21
  already
• 7:21
  has
• 7:21
  that
• 7:22
  trust.
• 7:22
  It
• 7:22
  has
• 7:22
  a
• 7:23
  wallet,
• 7:24
  it
• 7:24
  has,
• 7:24
  you
• 7:25
  know,
• 7:25
  some,
• 7:26
  some
• 7:26
  features
• 7:26
  that
• 7:27
  are
• 7:27
  already
• 7:27
  built
• 7:27
  in
• 7:28
  versus
• 7:29
  this
• 7:29
  idea
• 7:29
  that
• 7:30
  you're
• 7:30
  going
• 7:30
  to
• 7:30
  have
• 7:30
  to
• 7:31
  sort
• 7:31
  of
• 7:31
  build
• 7:31
  all
• 7:31
  this
• 7:32
  infrastructure
• 7:33
  in
• 7:33
  a
• 7:33
  chat
• 7:34
  GPT.
• 7:35
  Now
• 7:35
  you
• 7:36
  know,
• 7:36
  I,
• 7:36
  I'm
• 7:36
  sure
• 7:36
  OpenAI
• 7:37
  we
• 7:37
  have
• 7:37
  these
• 7:38
  partnerships
• 7:38
  with
• 7:38
  Shopify
• 7:39
  and
• 7:39
  there's,
• 7:39
  there's,
• 7:39
  there's
• 7:40
  stuff
• 7:40
  coming
• 7:40
  up,
• 7:40
  you
• 7:41
  know,
• 7:41
  we
• 7:41
  could
• 7:42
  do
• 7:42
  as
• 7:42
  the
• 7:42
  subsex
• 7:43
  show,
• 7:43
  we
• 7:43
  could
• 7:44
  have
• 7:44
  a
• 7:44
  whole
• 7:44
  other
• 7:44
  podcast
• 7:45
  just
• 7:45
  about
• 7:45
  that.
• 7:47
  But
• 7:47
  I
• 7:47
  still
• 7:48
  am
• 7:50
  curious
• 7:50
  about
• 7:50
  where
• 7:51
  Google
• 7:52
  will
• 7:52
  go
• 7:52
  to
• 7:54
  really
• 7:54
  kind
• 7:54
  of
• 7:55
  take
• 7:55
  control
• 7:55
  or
• 7:56
  be
• 7:57
  the
• 7:57
  winner
• 7:57
  here.
• 7:57
  Because
• 7:58
  I
• 7:58
  just
• 7:58
  think
• 7:58
  that
• 7:58
  the
• 7:58
  big,
• 8:00
  the
• 8:01
  companies
• 8:01
  and
• 8:01
  the
• 8:02
  technology
• 8:03
  that
• 8:03
  consumers
• 8:03
  already
• 8:04
  trust
• 8:05
  are
• 8:05
  just
• 8:05
  positioned
• 8:06
  really
• 8:06
  well.
• 8:06
  I
• 8:07
  think
• 8:07
  right.
• 8:07
  To
• 8:07
  win
• 8:08
  is
• 8:08
  actually
• 8:08
  the
• 8:08
  right
• 8:08
  way
• 8:08
  to
• 8:09
  say
• 8:09
  it.
• 8:09
  You
• 8:09
  know,
• 8:09
  I
• 8:11
  don't
• 8:11
  know
• 8:12
  for
• 8:12
  sure
• 8:12
  that
• 8:12
  they
• 8:12
  will
• 8:13
  win,
• 8:13
  but
• 8:13
  they
• 8:13
  definitely
• 8:14
  are
• 8:15
  in
• 8:15
  the
• 8:16
  catbird
• 8:17
  season.
• 8:17
  They
• 8:17
  have
• 8:17
  a
• 8:17
  horse
• 8:17
  in
• 8:17
  a
• 8:18
  race.
• 8:18
  Yeah,
• 8:19
  yeah,
• 8:19
  yeah,
• 8:19
  yeah.
• 8:20
  Or
• 8:20
  a
• 8:20
  car
• 8:20
  in
• 8:20
  the
• 8:20
  Indy
• 8:21
  500,
• 8:21
  since
• 8:21
  you're
• 8:21
  from
• 8:22
  Indianapolis.
• 8:22
  Right?
• 8:23
  Yeah.
• 8:24
  Maybe
• 8:24
  they're
• 8:24
  not
• 8:24
  in
• 8:24
  the
• 8:24
  pole
• 8:25
  position.
• 8:25
  They're
• 8:25
  in
• 8:25
  the
• 8:25
  first
• 8:26
  row.
• 8:26
  Okay.
• 8:27
  Okay.
• 8:27
  All
• 8:27
  right.
• 8:27
  That's
• 8:27
  good.
• 8:28
  That's
• 8:28
  good.
• 8:28
  I'm
• 8:28
  glad,
• 8:28
  I'm
• 8:28
  glad.
• 8:29
  I'm
• 8:29
  glad
• 8:29
  I
• 8:29
  asked
• 8:29
  the
• 8:29
  clarification
• 8:30
  because,
• 8:30
  yeah,
• 8:31
  for
• 8:31
  me,
• 8:31
  I
• 8:31
  think,
• 8:31
  you
• 8:32
  know,
• 8:32
  I
• 8:32
  think
• 8:32
  I,
• 8:32
  I
• 8:33
  don't
• 8:33
  disagree
• 8:33
  with
• 8:33
  anything
• 8:34
  you
• 8:34
  said.
• 8:34
  I
• 8:34
  think
• 8:34
  the
• 8:35
  one
• 8:35
  question
• 8:35
  I
• 8:35
  have
• 8:36
  is
• 8:36
  like,
• 8:37
  will
• 8:37
  they
• 8:37
  win?
• 8:37
  When
• 8:38
  it
• 8:38
  comes
• 8:38
  to
• 8:39
  commerce,
• 8:39
  our
• 8:40
  traditional
• 8:40
  definitions
• 8:41
  of
• 8:41
  commerce,
• 8:42
  I
• 8:42
  think,
• 8:42
  you
• 8:42
  know,
• 8:43
  are
• 8:43
  they
• 8:43
  in
• 8:43
  position
• 8:43
  to
• 8:44
  keep
• 8:44
  their
• 8:44
  search
• 8:44
  traffic
• 8:45
  in
• 8:45
  their
• 8:45
  marketing
• 8:45
  revenue
• 8:46
  100%?
• 8:46
  They
• 8:47
  are.
• 8:47
  You
• 8:47
  know,
• 8:47
  they're
• 8:47
  probably
• 8:47
  in
• 8:48
  the
• 8:48
  pole
• 8:48
  position
• 8:48
  for
• 8:49
  that,
• 8:49
  quite
• 8:49
  honestly.
• 8:50
  But.
• 8:50
  But
• 8:50
  becoming
• 8:51
  the
• 8:51
  owner
• 8:51
  of
• 8:52
  the
• 8:52
  shopping
• 8:52
  journey
• 8:53
  in
• 8:53
  a
• 8:54
  fully
• 8:54
  agentic
• 8:54
  world,
• 8:55
  I
• 8:55
  don't
• 8:55
  know.
• 8:56
  Payment
• 8:56
  is
• 8:56
  one
• 8:56
  thing
• 8:57
  which
• 8:57
  we're
• 8:57
  going
• 8:57
  to
• 8:57
  talk
• 8:57
  about
• 8:57
  next,
• 8:58
  which
• 8:58
  I'm
• 8:59
  really
• 8:59
  glad
• 8:59
  we
• 8:59
  are
• 8:59
  because
• 9:00
  it's
• 9:00
  really
• 9:00
  interesting
• 9:00
  how
• 9:01
  the
• 9:01
  headlines
• 9:01
  line
• 9:01
  up
• 9:01
  this
• 9:02
  week.
• 9:02
  But
• 9:03
  there
• 9:03
  are
• 9:03
  other,
• 9:03
  you
• 9:04
  know,
• 9:04
  the
• 9:04
  merchant
• 9:04
  in
• 9:05
  me,
• 9:05
  the
• 9:05
  retailer
• 9:05
  in
• 9:05
  me
• 9:06
  tells
• 9:06
  me
• 9:06
  there
• 9:06
  are
• 9:06
  other.
• 9:07
  There
• 9:07
  are
• 9:07
  just
• 9:07
  so
• 9:07
  many
• 9:08
  other.
• 9:08
  And
• 9:08
  I'm
• 9:08
  going
• 9:08
  to
• 9:08
  use
• 9:08
  Joey
• 9:09
  Tribbiani
• 9:09
  air
• 9:09
  quotes
• 9:10
  here,
• 9:10
  customer
• 9:11
  important
• 9:12
  factors
• 9:13
  that
• 9:13
  come
• 9:13
  into
• 9:13
  play
• 9:14
  like
• 9:14
  delivery
• 9:15
  confidence,
• 9:15
  customer
• 9:16
  service,
• 9:16
  return
• 9:17
  policies.
• 9:17
  So
• 9:18
  if
• 9:18
  all
• 9:18
  that
• 9:18
  just
• 9:18
  starts
• 9:19
  happening
• 9:19
  in
• 9:19
  isolation
• 9:20
  via
• 9:20
  these
• 9:21
  platforms,
• 9:22
  how
• 9:23
  are
• 9:23
  we
• 9:23
  as
• 9:23
  consumers
• 9:23
  gonna
• 9:24
  feel
• 9:24
  about
• 9:24
  that?
• 9:24
  And
• 9:24
  where
• 9:24
  do
• 9:25
  we
• 9:25
  go
• 9:25
  if
• 9:25
  we
• 9:25
  have
• 9:25
  problems?
• 9:26
  Because,
• 9:27
  you
• 9:27
  know,
• 9:28
  Google
• 9:28
  doesn't
• 9:28
  have
• 9:29
  the
• 9:29
  infrastructure
• 9:30
  around
• 9:30
  customer
• 9:31
  service
• 9:31
  set
• 9:31
  up
• 9:31
  in
• 9:32
  the
• 9:32
  same
• 9:32
  way
• 9:32
  an
• 9:32
  Amazon
• 9:33
  or
• 9:33
  Walmart
• 9:34
  does.
• 9:35
  And
• 9:35
  so
• 9:35
  I
• 9:35
  don't
• 9:35
  know
• 9:36
  where
• 9:36
  the
• 9:36
  retailer
• 9:36
  is
• 9:36
  going
• 9:37
  to
• 9:37
  begin
• 9:37
  and
• 9:37
  where
• 9:38
  the
• 9:38
  com.
• 9:38
  Where
• 9:38
  the
• 9:39
  search
• 9:39
  engines
• 9:39
  are
• 9:40
  gonna
• 9:40
  end
• 9:41
  or
• 9:41
  begin
• 9:42
  or
• 9:42
  end,
• 9:42
  whatever.
• 9:42
  I'm
• 9:42
  even
• 9:43
  getting
• 9:43
  confused
• 9:43
  as
• 9:43
  I'm
• 9:43
  talking
• 9:44
  about
• 9:44
  it,
• 9:44
  Laura.
• 9:44
  But
• 9:44
  I
• 9:45
  think
• 9:45
  there's
• 9:45
  more
• 9:46
  to
• 9:46
  it
• 9:46
  here.
• 9:47
  And
• 9:47
  I
• 9:47
  go
• 9:47
  back
• 9:47
  to
• 9:48
  historically,
• 9:48
  like,
• 9:49
  you
• 9:49
  know,
• 9:50
  if
• 9:50
  Google
• 9:50
  was
• 9:51
  positioned
• 9:51
  for
• 9:51
  this,
• 9:51
  why
• 9:51
  weren't
• 9:52
  we
• 9:52
  just
• 9:52
  checking
• 9:53
  out
• 9:53
  with
• 9:53
  Google
• 9:53
  pay
• 9:54
  in
• 9:54
  the
• 9:54
  marketplace
• 9:55
  to
• 9:55
  begin
• 9:55
  with?
• 9:56
  Yeah.
• 9:56
  You
• 9:57
  know,
• 9:57
  now
• 9:57
  they're
• 9:57
  doing
• 9:58
  a
• 9:58
  lot
• 9:58
  of
• 9:58
  cool
• 9:58
  things
• 9:58
  like
• 9:58
  universal
• 9:59
  cart
• 9:59
  that
• 9:59
  got
• 9:59
  announced
• 10:00
  yesterday
• 10:00
  and
• 10:00
  all
• 10:00
  that
• 10:00
  kind
• 10:01
  of
• 10:01
  stuff.
• 10:01
  But.
• 10:01
  But
• 10:02
  that's
• 10:02
  how
• 10:02
  I'm.
• 10:03
  I
• 10:04
  think
• 10:04
  there's
• 10:04
  more
• 10:04
  factors
• 10:05
  at
• 10:05
  play
• 10:05
  here
• 10:05
  that
• 10:06
  we're
• 10:06
  actually
• 10:06
  talking
• 10:07
  about
• 10:07
  routinely
• 10:08
  as
• 10:08
  an
• 10:08
  industry,
• 10:08
  at
• 10:09
  least
• 10:09
  that
• 10:09
  I'm
• 10:09
  seeing
• 10:09
  get
• 10:09
  talked
• 10:10
  about
• 10:10
  routinely.
• 10:11
  Well,
• 10:11
  and
• 10:11
  I
• 10:11
  think
• 10:11
  the,
• 10:12
  the,
• 10:13
  the
• 10:13
  factors
• 10:14
  that
• 10:14
  you're
• 10:14
  bringing
• 10:14
  up
• 10:15
  are
• 10:15
  not
• 10:15
  just
• 10:15
  Google
• 10:16
  issues.
• 10:16
  They
• 10:16
  are
• 10:17
  issues
• 10:17
  with
• 10:18
  there
• 10:18
  being
• 10:18
  a
• 10:19
  platform
• 10:19
  where
• 10:19
  we
• 10:19
  do
• 10:20
  all
• 10:20
  of
• 10:20
  our
• 10:21
  shopping.
• 10:21
  That's
• 10:21
  not
• 10:21
  a
• 10:22
  retailer
• 10:22
  100%.
• 10:24
  That's
• 10:24
  not
• 10:24
  just
• 10:24
  a
• 10:25
  Google
• 10:25
  issue.
• 10:25
  That's
• 10:25
  just
• 10:26
  like
• 10:26
  overall
• 10:28
  almost
• 10:28
  philosophical,
• 10:29
  like,
• 10:30
  could
• 10:30
  this
• 10:30
  ever
• 10:31
  happen?
• 10:31
  Because
• 10:31
  this
• 10:31
  is
• 10:32
  the
• 10:32
  way
• 10:32
  we
• 10:32
  shop.
• 10:32
  And
• 10:33
  you
• 10:33
  know,
• 10:33
  we've
• 10:33
  seen
• 10:33
  many,
• 10:34
  many
• 10:34
  times
• 10:34
  in
• 10:35
  history
• 10:35
  and
• 10:36
  even
• 10:36
  in
• 10:36
  our
• 10:37
  relatively
• 10:37
  short
• 10:37
  careers
• 10:38
  that
• 10:38
  they
• 10:38
  change
• 10:39
  and
• 10:39
  they
• 10:39
  just
• 10:39
  do
• 10:39
  a
• 10:39
  new
• 10:40
  thing.
• 10:40
  So
• 10:42
  I
• 10:43
  think
• 10:43
  the
• 10:44
  thing
• 10:44
  with
• 10:44
  Google,
• 10:44
  I
• 10:44
  mean,
• 10:44
  you
• 10:45
  mentioned
• 10:45
  about
• 10:45
  customer
• 10:46
  service
• 10:46
  and
• 10:46
  all
• 10:47
  that.
• 10:47
  I
• 10:47
  think
• 10:47
  that's
• 10:48
  where,
• 10:48
  you
• 10:48
  know,
• 10:49
  the
• 10:49
  payment
• 10:50
  term
• 10:50
  for
• 10:50
  it
• 10:50
  is,
• 10:50
  you
• 10:50
  know,
• 10:50
  merchant
• 10:51
  of
• 10:51
  record
• 10:51
  and
• 10:52
  like,
• 10:52
  who
• 10:52
  owns
• 10:52
  the
• 10:52
  payment
• 10:53
  and
• 10:53
  all
• 10:53
  that
• 10:53
  kind
• 10:54
  of
• 10:54
  nitty
• 10:54
  gritty
• 10:55
  stuff.
• 10:56
  But
• 10:56
  I
• 10:56
  think
• 10:56
  that
• 10:57
  customer
• 10:57
  service
• 10:57
  tells.
• 10:58
  It
• 10:58
  is
• 10:58
  maybe
• 10:59
  subconsciously
• 11:00
  why
• 11:00
  people
• 11:01
  prefer
• 11:02
  not
• 11:02
  to
• 11:02
  do
• 11:03
  their
• 11:03
  checkout
• 11:03
  in
• 11:03
  ChatGPT.
• 11:04
  That
• 11:04
  might
• 11:04
  be
• 11:05
  one
• 11:05
  reason
• 11:06
  they
• 11:06
  said,
• 11:07
  I
• 11:07
  don't
• 11:07
  really
• 11:07
  understand
• 11:07
  what's
• 11:08
  happening
• 11:08
  here.
• 11:09
  Yeah.
• 11:09
  The
• 11:09
  other
• 11:10
  thing
• 11:10
  Google
• 11:10
  sees,
• 11:10
  you
• 11:11
  know,
• 11:11
  I
• 11:11
  have
• 11:12
  a
• 11:12
  Gmail
• 11:12
  address.
• 11:13
  It
• 11:13
  knows
• 11:14
  everywhere
• 11:15
  I
• 11:15
  already
• 11:15
  shop
• 11:16
  the
• 11:16
  things
• 11:16
  I
• 11:17
  have
• 11:17
  bought,
• 11:17
  you
• 11:18
  know,
• 11:18
  whether
• 11:18
  I
• 11:18
  like
• 11:18
  it
• 11:18
  or
• 11:19
  not.
• 11:19
  So
• 11:20
  I
• 11:20
  mentioned
• 11:21
  the
• 11:21
  Wallet
• 11:21
  as
• 11:21
  this
• 11:22
  very
• 11:22
  technical
• 11:22
  piece.
• 11:23
  But
• 11:23
  that
• 11:24
  ability
• 11:24
  to
• 11:24
  see
• 11:24
  across,
• 11:25
  I
• 11:25
  think
• 11:25
  matters
• 11:26
  a
• 11:26
  lot
• 11:26
  for
• 11:26
  Google
• 11:27
  and
• 11:28
  an
• 11:28
  age
• 11:28
  in
• 11:29
  a
• 11:29
  truly
• 11:29
  agentic
• 11:30
  world,
• 11:30
  which
• 11:31
  increasingly,
• 11:32
  I'm
• 11:32
  not
• 11:32
  positive
• 11:33
  we're
• 11:33
  going
• 11:33
  to
• 11:33
  go
• 11:34
  the
• 11:34
  way
• 11:34
  that
• 11:34
  we
• 11:34
  thought
• 11:34
  we
• 11:34
  were.
• 11:35
  But
• 11:36
  that's,
• 11:36
  you
• 11:37
  know,
• 11:37
  that's
• 11:37
  another
• 11:38
  discussion
• 11:38
  too.
• 11:39
  Yeah,
• 11:39
  yeah.
• 11:40
  And
• 11:40
  it
• 11:40
  comes
• 11:40
  back
• 11:40
  to
• 11:40
  what
• 11:40
  we
• 11:40
  talked
• 11:41
  about
• 11:41
  last
• 11:41
  week
• 11:41
  with
• 11:41
  Amazon,
• 11:42
  you
• 11:42
  know,
• 11:42
  like,
• 11:42
  well,
• 11:43
  well,
• 11:44
  you
• 11:44
  know,
• 11:45
  Google
• 11:45
  gets
• 11:45
  a
• 11:45
  lot
• 11:45
  of
• 11:46
  search
• 11:46
  traffic,
• 11:46
  but
• 11:46
  Amazon
• 11:47
  gets
• 11:47
  product
• 11:48
  search
• 11:48
  traffic,
• 11:48
  you
• 11:49
  know,
• 11:49
  and
• 11:49
  will
• 11:49
  it
• 11:49
  keep
• 11:50
  its
• 11:50
  hold
• 11:50
  on
• 11:50
  that
• 11:50
  or
• 11:51
  will
• 11:51
  it
• 11:51
  grow
• 11:51
  that
• 11:51
  with
• 11:52
  its
• 11:52
  announcements
• 11:52
  that
• 11:53
  it
• 11:53
  made,
• 11:53
  you
• 11:53
  know,
• 11:53
  with
• 11:53
  Alexa
• 11:54
  and,
• 11:54
  you
• 11:54
  know,
• 11:54
  Rufus
• 11:55
  and
• 11:55
  everything
• 11:55
  else
• 11:55
  it's
• 11:56
  doing?
• 11:56
  You
• 11:57
  know,
• 11:57
  time
• 11:57
  will
• 11:57
  tell.
• 11:58
  And,
• 11:58
  you
• 11:58
  know,
• 11:58
  because
• 11:58
  it
• 11:59
  does
• 11:59
  have,
• 11:59
  it
• 11:59
  does
• 11:59
  bring
• 12:00
  those
• 12:00
  things
• 12:00
  to
• 12:00
  the
• 12:01
  table
• 12:02
  in
• 12:02
  a
• 12:02
  way
• 12:02
  that
• 12:02
  the
• 12:03
  LLMs
• 12:03
  just
• 12:03
  simply
• 12:04
  do
• 12:04
  not.
• 12:04
  And
• 12:04
  Walmart
• 12:05
  potentially
• 12:05
  has
• 12:05
  that
• 12:06
  ability
• 12:06
  too,
• 12:06
  especially
• 12:07
  the
• 12:07
  size
• 12:07
  of
• 12:07
  their
• 12:08
  marketplaces.
• 12:08
  So.