Latest / Omni Talk Retail / Will Amazon Win The AI Commerce War? | Fast Five Shorts
Transcript
- 0:00Amazon
- 0:00is
- 0:00rolling
- 0:01out
- 0:01Alexa
- 0:01for
- 0:02Shopping
- 0:02to
- 0:02all
- 0:02US
- 0:03Customers,
- 0:04merging
- 0:04its
- 0:04Rufus
- 0:05generative
- 0:05AI
- 0:06shopping
- 0:06assistant
- 0:07and
- 0:07its
- 0:07next
- 0:07gen
- 0:07Alexa
- 0:08plus
- 0:08Voice
- 0:08model
- 0:09into
- 0:09a
- 0:09single
- 0:10unified
- 0:10conversational
- 0:11shopping
- 0:11experience
- 0:12available
- 0:12on
- 0:12the
- 0:12Amazon
- 0:13app,
- 0:13Amazon.com
- 0:14and
- 0:14Echo
- 0:15show
- 0:15devices.
- 0:16According
- 0:16to
- 0:16ChainStorage,
- 0:17the
- 0:17new
- 0:17Alexa
- 0:18for
- 0:18Shopping
- 0:19combines
- 0:19the
- 0:19personalization
- 0:20capabilities
- 0:21of
- 0:21Alexa
- 0:22with
- 0:22the
- 0:22product
- 0:22expertise
- 0:23of
- 0:23Rufus,
- 0:24which
- 0:24more
- 0:25than
- 0:25300
- 0:26million
- 0:26customers
- 0:27reportedly
- 0:27used
- 0:28in
- 0:282025.
- 0:29And
- 0:29they
- 0:30do
- 0:30it
- 0:30to
- 0:30deliver
- 0:30a
- 0:31targeted
- 0:31shopping
- 0:31experience
- 0:32where
- 0:32customers
- 0:33can
- 0:33browse
- 0:33and
- 0:33shop
- 0:34the
- 0:34full
- 0:34Amazon
- 0:34store
- 0:35using
- 0:35Voice,
- 0:36Touch,
- 0:36or
- 0:37both.
- 0:37Alexa
- 0:38for
- 0:38Shopping
- 0:38replaces
- 0:39the
- 0:39standalone
- 0:40Rufus
- 0:40Assistant
- 0:40and
- 0:41is
- 0:41available
- 0:41free
- 0:41to
- 0:42all
- 0:42Amazon
- 0:43customers
- 0:44when
- 0:44signed
- 0:45into
- 0:45their
- 0:45account.
- 0:47No
- 0:47prime
- 0:48membership,
- 0:49no
- 0:49Echo
- 0:49device,
- 0:50no
- 0:50Alexa
- 0:51app
- 0:51is
- 0:51even
- 0:51required.
- 0:53Key
- 0:53features
- 0:53include
- 0:54and
- 0:54these
- 0:54are
- 0:54important.
- 0:54Everybody
- 0:55give
- 0:55it
- 0:55a
- 0:56listen.
- 0:56Asking
- 0:57shopping
- 0:57questions
- 0:58directly
- 0:58in
- 0:58the
- 0:59main
- 0:59Amazon
- 0:59search
- 1:00bar,
- 1:00General
- 1:01generating
- 1:02personalized
- 1:03shopping
- 1:03guides,
- 1:04dynamic
- 1:05product
- 1:05comparisons
- 1:06up
- 1:06to
- 1:06a
- 1:07full
- 1:07year
- 1:07of
- 1:07price
- 1:08history,
- 1:09automatic
- 1:10cart
- 1:10building
- 1:10and
- 1:11deal
- 1:11finding,
- 1:12and
- 1:13scheduled
- 1:13actions
- 1:14that
- 1:14can
- 1:14restock
- 1:15household
- 1:15items
- 1:16on
- 1:16a
- 1:16recurring
- 1:17basis.
- 1:18The
- 1:18new
- 1:18service,
- 1:19let's
- 1:19also
- 1:19not
- 1:20forget,
- 1:20also
- 1:20includes
- 1:21full
- 1:22access
- 1:22to
- 1:22Shop
- 1:23direct.
- 1:23Tell
- 1:23them
- 1:23what
- 1:24they've
- 1:24won,
- 1:24Bob.
- 1:24Amazon's
- 1:25feature
- 1:25that
- 1:26allows
- 1:26customers
- 1:26to
- 1:27discover
- 1:27and
- 1:27purchase
- 1:28products
- 1:28from
- 1:28retailers
- 1:29across
- 1:29the
- 1:30web.
- 1:30And
- 1:30also,
- 1:31and
- 1:31also,
- 1:32just
- 1:32because
- 1:32we.
- 1:32There's
- 1:33more.
- 1:33There's
- 1:34more,
- 1:34Chad.
- 1:35There's
- 1:35more.
- 1:35Buy
- 1:36for
- 1:36me.
- 1:36Buy
- 1:37for
- 1:37me.
- 1:37Which
- 1:37is
- 1:37also
- 1:38really
- 1:38darn
- 1:38important,
- 1:39which
- 1:39allows
- 1:40Amazon's
- 1:40agentic
- 1:41AI
- 1:41to
- 1:41complete
- 1:42a
- 1:42purchase
- 1:42on
- 1:42behalf
- 1:43of
- 1:43the
- 1:43customer
- 1:44on
- 1:44another
- 1:44retailer's
- 1:45website.
- 1:46Chad.
- 1:47I
- 1:47know,
- 1:48right?
- 1:48Yeah,
- 1:48it
- 1:48is
- 1:48kind
- 1:49of.
- 1:49It
- 1:49is
- 1:49kind
- 1:49of
- 1:49a.
- 1:49Whoa,
- 1:50Chad,
- 1:51big
- 1:51question
- 1:52here.
- 1:52Big
- 1:53question.
- 1:53Getting
- 1:54probabilistic,
- 1:54putting
- 1:55your
- 1:55statistic,
- 1:56statistician
- 1:56hat
- 1:57on.
- 1:57What
- 1:57is
- 1:58the
- 1:58probability?
- 1:58I
- 1:59want
- 1:59you
- 1:59to
- 1:59give
- 1:59me
- 1:59a
- 1:59percentage
- 2:00that
- 2:01we
- 2:01will
- 2:01all
- 2:01look
- 2:01back
- 2:02on
- 2:02the
- 2:02rise
- 2:02of
- 2:02chat,
- 2:03GPT
- 2:03and
- 2:03Claude
- 2:04and
- 2:04say,
- 2:04you
- 2:04know
- 2:04what?
- 2:05Amazon
- 2:06actually
- 2:06came
- 2:06out
- 2:07of
- 2:07the
- 2:07AI
- 2:07area
- 2:08with
- 2:08an
- 2:08even
- 2:09stronger
- 2:09grip
- 2:09on
- 2:10commerce
- 2:10than
- 2:10it
- 2:10had
- 2:11going
- 2:11in.
- 2:12Well,
- 2:12okay,
- 2:14when
- 2:14you
- 2:14put
- 2:14it
- 2:14that
- 2:15way,
- 2:15honestly,
- 2:16pretty
- 2:17high.
- 2:18Really.
- 2:19Okay.
- 2:19You
- 2:20know,
- 2:21I
- 2:21mean,
- 2:21I'll,
- 2:21I'll.
- 2:22These
- 2:22are
- 2:22always
- 2:22hard
- 2:23questions.
- 2:23Answer,
- 2:24Chris,
- 2:24because
- 2:24I
- 2:24know
- 2:25you.
- 2:25I
- 2:25always
- 2:26know
- 2:26you
- 2:26got
- 2:26a
- 2:26number
- 2:26in
- 2:27your
- 2:27head.
- 2:27And
- 2:27so
- 2:28you're
- 2:28going
- 2:28to
- 2:28be
- 2:28surprised
- 2:29one
- 2:29way
- 2:29or
- 2:29another.
- 2:29I
- 2:30don't
- 2:30know.
- 2:30I'll.
- 2:30I'll
- 2:30do
- 2:31the
- 2:31same,
- 2:31you
- 2:31know,
- 2:31kind
- 2:32of
- 2:3260,
- 2:3270%
- 2:34range.
- 2:35And
- 2:35the
- 2:35reason
- 2:36I
- 2:36say
- 2:36that
- 2:36is,
- 2:36you
- 2:37know,
- 2:38today
- 2:40with
- 2:40AI
- 2:40commerce,
- 2:41everyone
- 2:41is
- 2:42obsessing
- 2:42over
- 2:43who
- 2:43builds
- 2:44the
- 2:44smartest
- 2:45AI
- 2:45model.
- 2:47But
- 2:47Amazon
- 2:48is
- 2:48kind
- 2:48of
- 2:48quietly
- 2:49focused
- 2:49on
- 2:49a
- 2:50different
- 2:50question,
- 2:50which
- 2:50is
- 2:51who
- 2:51actually
- 2:51captures
- 2:52the
- 2:52transaction?
- 2:53Right.
- 2:54And
- 2:54that's
- 2:55what
- 2:55matters
- 2:55most,
- 2:56right?
- 2:56Like
- 2:56the
- 2:57transaction
- 2:57layer,
- 2:58you
- 2:59know,
- 2:59like,
- 3:00actually,
- 3:01you
- 3:01heard
- 3:02me
- 3:02and
- 3:02others,
- 3:03Chris,
- 3:03at
- 3:04Shop
- 3:04Talk
- 3:05a
- 3:05couple
- 3:05months
- 3:05ago
- 3:06talk
- 3:06about
- 3:06how
- 3:06consumers
- 3:07are
- 3:07utilizing
- 3:08AI
- 3:09in
- 3:09their
- 3:10shopping
- 3:10journeys,
- 3:11right?
- 3:11And
- 3:11it's
- 3:12mostly
- 3:13at
- 3:13the
- 3:13top
- 3:13of
- 3:13the,
- 3:14you
- 3:14know,
- 3:14discovery
- 3:15and
- 3:15research
- 3:15and
- 3:16brainstorming
- 3:16and
- 3:17comparisons.
- 3:18ChatGPT
- 3:19can
- 3:19help
- 3:19you
- 3:19decide
- 3:20what
- 3:20to
- 3:20buy,
- 3:21and
- 3:21Claude
- 3:21can
- 3:22help
- 3:22you
- 3:22write
- 3:22a
- 3:23beautiful
- 3:23product
- 3:24comparison.
- 3:25But
- 3:25Amazon,
- 3:26Amazon
- 3:27completes
- 3:28the
- 3:28purchase,
- 3:28right?
- 3:29They
- 3:29handle
- 3:29the
- 3:29logistics,
- 3:30they
- 3:30manage
- 3:30the
- 3:31returns,
- 3:31they
- 3:31have
- 3:32your
- 3:32payment
- 3:32information,
- 3:33they
- 3:33know
- 3:33your
- 3:34preferences
- 3:35and
- 3:35behaviors.
- 3:37And
- 3:37listen,
- 3:37they're
- 3:37not
- 3:37trying
- 3:38to
- 3:38build
- 3:38the
- 3:38best
- 3:38AI.
- 3:40They're
- 3:40integrating
- 3:41probably
- 3:41good
- 3:42enough
- 3:42AI
- 3:43into
- 3:44their
- 3:45extremely
- 3:46frictionless
- 3:47commerce
- 3:47engine,
- 3:48right?
- 3:48And
- 3:49personally,
- 3:49I've
- 3:50been
- 3:50down
- 3:50on
- 3:50the
- 3:51Alexa
- 3:51interface
- 3:52and
- 3:52a
- 3:52critic
- 3:52of
- 3:53it
- 3:53for
- 3:53a
- 3:54long
- 3:54time,
- 3:56but
- 3:56voice
- 3:56shopping
- 3:57through
- 3:57Alexa
- 3:58isn't
- 3:58about
- 3:58having
- 3:59the
- 3:59most
- 3:59sophisticated
- 4:00conversation.
- 4:01It's
- 4:01about
- 4:01reducing
- 4:02purchase
- 4:03friction
- 4:04to
- 4:05literally
- 4:05just
- 4:06speaking.
- 4:06Right?
- 4:06And
- 4:07when
- 4:07that
- 4:07works,
- 4:08because
- 4:08it
- 4:09really
- 4:09hasn't
- 4:09yet,
- 4:10but
- 4:10like,
- 4:10when
- 4:11that
- 4:11works,
- 4:11I
- 4:11mean,
- 4:12I,
- 4:12I
- 4:13think
- 4:13there's
- 4:13a
- 4:13better
- 4:13than
- 4:14not
- 4:14chance
- 4:14that
- 4:15future
- 4:15AI
- 4:16shopping,
- 4:17you
- 4:17know,
- 4:17even
- 4:17the
- 4:18agents
- 4:18and
- 4:18concierge,
- 4:19like,
- 4:19it
- 4:20still
- 4:20routes
- 4:20through
- 4:21Amazon
- 4:21pipes,
- 4:22right?
- 4:23And
- 4:23so,
- 4:23yeah,
- 4:24I'll,
- 4:24I'll
- 4:24put
- 4:24it
- 4:25in,
- 4:25I'll
- 4:25put
- 4:25in
- 4:25a
- 4:2560
- 4:26to
- 4:2670%
- 4:27neighborhood.
- 4:28Yeah,
- 4:28yeah.
- 4:29No,
- 4:29I
- 4:29think,
- 4:29I
- 4:29think
- 4:29you're
- 4:30hitting
- 4:30on
- 4:30something
- 4:30really
- 4:30important,
- 4:31Chad,
- 4:31is
- 4:31that
- 4:31you're
- 4:32hitting
- 4:32a.
- 4:32Fundamentally
- 4:32on
- 4:32the
- 4:33psychology
- 4:33of
- 4:33where
- 4:34we
- 4:34buy
- 4:34as
- 4:35consumers.
- 4:36That's
- 4:36also
- 4:36incredibly
- 4:37important.
- 4:38And
- 4:39why
- 4:39we
- 4:40choose
- 4:40to
- 4:40buy
- 4:40from
- 4:40Amazon
- 4:40is
- 4:41because
- 4:41the
- 4:41confidence
- 4:41they
- 4:41give
- 4:42us
- 4:42and
- 4:42all
- 4:42the
- 4:42things
- 4:42that
- 4:43go
- 4:43on
- 4:43in
- 4:43and
- 4:43around
- 4:44the
- 4:44purchase
- 4:45itself.
- 4:46And
- 4:46the
- 4:47other
- 4:47point
- 4:47I'd
- 4:47make
- 4:47too,
- 4:48and
- 4:48I'm
- 4:48with
- 4:48you,
- 4:48and
- 4:48the
- 4:48reason
- 4:49I
- 4:49asked
- 4:49the
- 4:49question
- 4:49the
- 4:49way
- 4:49I
- 4:49did
- 4:50is
- 4:50because,
- 4:50like,
- 4:50are
- 4:50we,
- 4:51you
- 4:51know,
- 4:51if
- 4:51you
- 4:51just
- 4:51have
- 4:52a
- 4:52needle,
- 4:52is
- 4:52the
- 4:52needle
- 4:53moving
- 4:53in
- 4:53Amazon's
- 4:54favor
- 4:54or
- 4:55is
- 4:55it
- 4:55not,
- 4:55given
- 4:55all
- 4:56the
- 4:56rise
- 4:56of,
- 4:56you
- 4:57know,
- 4:57Claude
- 4:57and
- 4:57ChatGPT
- 4:58and
- 4:58the
- 4:58like.
- 4:59And
- 5:00from
- 5:00my
- 5:00perspective,
- 5:00when
- 5:00I
- 5:01step
- 5:01back,
- 5:01I
- 5:01go,
- 5:01I
- 5:01just
- 5:02look
- 5:02at
- 5:02it
- 5:02and
- 5:02go
- 5:02like,
- 5:02okay,
- 5:03pre
- 5:03AI,
- 5:04first
- 5:04product
- 5:04searches
- 5:05were
- 5:05happening
- 5:05two
- 5:06places,
- 5:06Amazon
- 5:06and
- 5:07Google.
- 5:07Who
- 5:07am
- 5:08I
- 5:08more
- 5:08worried
- 5:08about
- 5:08on
- 5:09that
- 5:09front?
- 5:09Google.
- 5:10Like,
- 5:10I'd
- 5:10be
- 5:11much
- 5:11more
- 5:11worried
- 5:11about
- 5:11Google
- 5:12losing
- 5:12its
- 5:12territory
- 5:13in
- 5:13that
- 5:13space
- 5:14where
- 5:14Amazon's
- 5:15trying
- 5:15to
- 5:15keep
- 5:15a
- 5:15foothold
- 5:16on
- 5:16it
- 5:16and
- 5:16can
- 5:17do
- 5:17it,
- 5:17because
- 5:18the
- 5:18psychology
- 5:18of
- 5:18already
- 5:19why
- 5:19you
- 5:19went
- 5:19to
- 5:20Amazon
- 5:20versus
- 5:20Google
- 5:21hasn't
- 5:21changed
- 5:22because
- 5:22of
- 5:22what
- 5:23you
- 5:23said,
- 5:23the
- 5:23psychology
- 5:23of
- 5:24where
- 5:24you
- 5:24buy.
- 5:25And
- 5:25then
- 5:25the
- 5:25other
- 5:26point
- 5:26I'd
- 5:26make
- 5:26too
- 5:27is
- 5:28the,
- 5:28the
- 5:28buy
- 5:29for
- 5:29me
- 5:29capability
- 5:30is
- 5:30really
- 5:30interesting
- 5:31over
- 5:31time.
- 5:32If
- 5:32People
- 5:32are
- 5:33still
- 5:33going
- 5:33there
- 5:33with
- 5:34the
- 5:34intent
- 5:34to
- 5:34purchase,
- 5:35knowing
- 5:35Amazon
- 5:36can
- 5:36provide
- 5:36all
- 5:36the
- 5:36things
- 5:37in
- 5:37the
- 5:37background
- 5:37that
- 5:37it
- 5:37does.
- 5:38The
- 5:38buy
- 5:39for
- 5:39me
- 5:39and
- 5:39how
- 5:39that
- 5:39evolves
- 5:40is
- 5:40also
- 5:40really,
- 5:41you
- 5:41know,
- 5:41captivating
- 5:42to
- 5:42me.
- 5:42So
- 5:43that's
- 5:43why
- 5:43I
- 5:43think,
- 5:43yes,
- 5:44long
- 5:44run,
- 5:44we'll
- 5:45look
- 5:45back
- 5:45and
- 5:45say,
- 5:45you
- 5:45know
- 5:45what,
- 5:46Amazon
- 5:46did
- 5:46fine
- 5:46during
- 5:47this
- 5:47period.
- 5:47But,
- 5:47Kelly,
- 5:48what
- 5:48do
- 5:48you
- 5:48think?
- 5:49Yeah,
- 5:49you
- 5:49know,
- 5:50it's
- 5:50interesting.
- 5:51As
- 5:51you
- 5:51were
- 5:51reading
- 5:52the
- 5:52headline
- 5:52out,
- 5:53my
- 5:53first
- 5:54reaction
- 5:54was
- 5:5640%.
- 5:57It
- 5:57feels
- 5:57like,
- 5:58okay,
- 5:58we're
- 5:59throwing
- 5:59pain
- 6:00at
- 6:00the
- 6:00wall.
- 6:00Like,
- 6:01there's
- 6:01a
- 6:01lot
- 6:01of
- 6:01different
- 6:02applications
- 6:03to
- 6:03AI
- 6:03they're
- 6:03playing
- 6:04with,
- 6:04but
- 6:05what's
- 6:05the
- 6:06plan?
- 6:06What's
- 6:07the
- 6:07strategy?
- 6:07It
- 6:08felt
- 6:08a
- 6:08little
- 6:08scattered,
- 6:09but.
- 6:11After.
- 6:11Reflecting
- 6:12a
- 6:12little
- 6:12more,
- 6:13maybe
- 6:13that's
- 6:14kind
- 6:14of
- 6:14what
- 6:14AI
- 6:14is
- 6:14all
- 6:15about
- 6:15right
- 6:15now.
- 6:15There's
- 6:16so
- 6:16much
- 6:16change.
- 6:17Like
- 6:17we
- 6:18take
- 6:18the
- 6:19time
- 6:19to
- 6:19play
- 6:19and
- 6:20see
- 6:20what
- 6:20works
- 6:21and,
- 6:21and
- 6:22drive
- 6:22them
- 6:22something
- 6:23new.
- 6:24So
- 6:24I
- 6:25think
- 6:25there's
- 6:25definitely
- 6:25an
- 6:26opportunity
- 6:26there.
- 6:27And
- 6:28to
- 6:28your
- 6:29point
- 6:29around
- 6:29the
- 6:30buy
- 6:31now,
- 6:32if
- 6:32people
- 6:33are
- 6:33already
- 6:33going
- 6:33to
- 6:33Amazon
- 6:34to
- 6:34purchase
- 6:34and
- 6:35I
- 6:35can
- 6:35just
- 6:35say
- 6:36to
- 6:36my
- 6:36phone,
- 6:36you
- 6:37know,
- 6:37Alexa,
- 6:39buy
- 6:39dog
- 6:40food,
- 6:40like,
- 6:41that's
- 6:41pretty
- 6:41incredible.
- 6:42And
- 6:42I
- 6:42already
- 6:43have
- 6:43that
- 6:43habit
- 6:44that
- 6:44I'm
- 6:44going
- 6:45to
- 6:45be
- 6:45going
- 6:45to
- 6:45Amazon
- 6:46to
- 6:46do
- 6:46that.
- 6:46But
- 6:46if
- 6:46you
- 6:47can
- 6:47just
- 6:47further
- 6:48reduce
- 6:48the
- 6:48friction,
- 6:49I
- 6:49think
- 6:49it
- 6:49builds
- 6:50on
- 6:50the
- 6:50proposition
- 6:50they
- 6:51already
- 6:51have.
- 6:52That's
- 6:53really
- 6:53true.
- 6:53Yeah,
- 6:53I
- 6:54never
- 6:54thought
- 6:54about
- 6:54that.
- 6:54The
- 6:54buy
- 6:55for
- 6:55me
- 6:55capabilities
- 6:56of
- 6:56all
- 6:57the
- 6:57purchases
- 6:57that
- 6:57are
- 6:57happening
- 6:58routinely
- 6:58that
- 6:58aren't
- 6:59happening
- 6:59on
- 6:59Amazon,
- 7:00that
- 7:00if
- 7:00Amazon
- 7:00can
- 7:01take
- 7:01a
- 7:01share,
- 7:02even
- 7:02a
- 7:02slice
- 7:02of
- 7:03those.
- 7:03Exactly.
- 7:04Yeah.
- 7:05Yeah,
- 7:05that's
- 7:05really
- 7:05interesting.
- 7:06Yeah.
- 7:06Like,
- 7:06why
- 7:06am
- 7:06I
- 7:06going
- 7:06to
- 7:07chewy
- 7:07for
- 7:07that
- 7:07if
- 7:07I
- 7:07can
- 7:08just
- 7:08do
- 7:08the
- 7:08same
- 7:08thing
- 7:08through
- 7:08Amazon?