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Google’s Plan to Power AI Shopping Everywhere | Fast Five Shorts · Omni Talk Retail

• 0:00
  Google
• 0:00
  announced
• 0:00
  a
• 0:00
  new
• 0:01
  universal
• 0:01
  commerce
• 0:02
  protocol
• 0:02
  hoping
• 0:03
  to
• 0:03
  define
• 0:03
  a
• 0:03
  new
• 0:03
  open
• 0:04
  standard
• 0:04
  for
• 0:04
  agentic
• 0:05
  commerce
• 0:05
  and
• 0:06
  AI
• 0:06
  tools.
• 0:07
  According
• 0:07
  to
• 0:07
  Google's
• 0:08
  blog,
• 0:08
  the
• 0:09
  ucp
• 0:10
  if
• 0:10
  you
• 0:10
  like
• 0:10
  cool
• 0:11
  techie,
• 0:11
  dork,
• 0:12
  dork
• 0:12
  sounding
• 0:13
  acronyms
• 0:13
  like
• 0:13
  I
• 0:14
  do
• 0:14
  establishes
• 0:15
  a
• 0:15
  common
• 0:15
  language
• 0:16
  for
• 0:16
  AI
• 0:16
  agents
• 0:17
  and
• 0:17
  systems
• 0:17
  to
• 0:17
  operate
• 0:18
  together
• 0:18
  across
• 0:19
  consumer
• 0:19
  surfaces,
• 0:20
  businesses
• 0:21
  and
• 0:21
  payment
• 0:21
  providers
• 0:22
  working
• 0:22
  across
• 0:23
  the
• 0:23
  entire
• 0:23
  shopping
• 0:24
  journey
• 0:24
  from
• 0:24
  discovery
• 0:25
  to,
• 0:25
  to
• 0:25
  post
• 0:26
  purchase.
• 0:27
  UCP
• 0:27
  is
• 0:27
  endorsed
• 0:28
  by
• 0:28
  major
• 0:28
  players
• 0:28
  including
• 0:29
  Adyen,
• 0:29
  American
• 0:30
  Express,
• 0:30
  Best
• 0:30
  Buy,
• 0:30
  Flipkart,
• 0:31
  Macy's,
• 0:31
  mastercard,
• 0:32
  Stripe,
• 0:32
  the
• 0:32
  Home
• 0:33
  Depot,
• 0:33
  Visa
• 0:33
  and
• 0:34
  Zalando.
• 0:34
  Tell
• 0:34
  them
• 0:35
  what
• 0:35
  they've
• 0:35
  won,
• 0:35
  Vanna.
• 0:36
  UCP
• 0:36
  will
• 0:37
  soon
• 0:37
  power
• 0:37
  a
• 0:37
  new
• 0:37
  checkout
• 0:38
  feature
• 0:38
  on
• 0:38
  Google
• 0:39
  product
• 0:39
  listings
• 0:39
  in
• 0:39
  AI
• 0:40
  mode
• 0:40
  and
• 0:40
  the
• 0:40
  Gemini
• 0:41
  app,
• 0:41
  allowing
• 0:41
  users,
• 0:42
  allowing
• 0:43
  us
• 0:43
  shoppers,
• 0:44
  I
• 0:44
  should
• 0:44
  say,
• 0:44
  to
• 0:45
  check
• 0:45
  out
• 0:45
  from
• 0:45
  eligible
• 0:46
  retailers
• 0:46
  directly
• 0:47
  while
• 0:47
  researching
• 0:47
  on
• 0:48
  Google.
• 0:48
  Google
• 0:49
  also
• 0:49
  announced
• 0:49
  a
• 0:49
  business
• 0:50
  agent
• 0:50
  which
• 0:51
  lets
• 0:51
  shoppers
• 0:52
  chat
• 0:52
  with
• 0:52
  brands
• 0:52
  directly
• 0:53
  on
• 0:53
  search
• 0:53
  like
• 0:54
  a
• 0:54
  virtual
• 0:54
  sales
• 0:54
  associate
• 0:55
  launching
• 0:56
  with
• 0:56
  Lowe's,
• 0:56
  Michaels,
• 0:56
  Poshmark,
• 0:57
  Reebok
• 0:58
  and
• 0:58
  others.
• 0:58
  And
• 0:59
  what's
• 0:59
  your
• 0:59
  take
• 0:59
  on
• 1:00
  Google
• 1:00
  launching
• 1:00
  this
• 1:01
  universal
• 1:01
  commerce
• 1:02
  protocol
• 1:02
  with
• 1:02
  backing
• 1:03
  from
• 1:03
  all
• 1:03
  the
• 1:03
  major
• 1:04
  retailers?
• 1:05
  This
• 1:06
  is
• 1:06
  a
• 1:06
  massive
• 1:07
  announcement.
• 1:07
  I
• 1:08
  mean
• 1:08
  this
• 1:08
  is,
• 1:08
  I
• 1:08
  would
• 1:08
  say
• 1:09
  this
• 1:09
  is
• 1:09
  one
• 1:09
  that,
• 1:09
  you
• 1:10
  know,
• 1:10
  I'm,
• 1:10
  I'm
• 1:11
  jotting
• 1:11
  down
• 1:11
  in
• 1:12
  my
• 1:12
  list
• 1:12
  of
• 1:13
  you
• 1:13
  know,
• 1:13
  headlines
• 1:14
  of
• 1:14
  the
• 1:14
  year
• 1:14
  that
• 1:15
  really
• 1:15
  are
• 1:15
  going
• 1:15
  to
• 1:15
  shape
• 1:16
  how,
• 1:16
  how
• 1:17
  we
• 1:17
  are
• 1:17
  shopping
• 1:18
  and
• 1:19
  really
• 1:19
  Google's
• 1:19
  position
• 1:20
  and,
• 1:21
  and
• 1:21
  what
• 1:21
  many
• 1:21
  people
• 1:21
  would
• 1:22
  argue,
• 1:22
  I
• 1:22
  think
• 1:22
  they're
• 1:22
  right
• 1:23
  to
• 1:23
  win
• 1:23
  in
• 1:23
  this
• 1:23
  age
• 1:24
  of
• 1:24
  agentic
• 1:24
  commerce.
• 1:26
  The
• 1:26
  biggest
• 1:26
  thing
• 1:27
  for
• 1:27
  me
• 1:27
  is
• 1:28
  one,
• 1:29
  retailers
• 1:30
  maintain
• 1:30
  the
• 1:30
  merchant
• 1:31
  of
• 1:31
  record
• 1:31
  status
• 1:32
  and
• 1:32
  they
• 1:32
  own
• 1:33
  the
• 1:33
  customer
• 1:33
  relationship
• 1:34
  through
• 1:34
  this
• 1:35
  announcement
• 1:36
  that
• 1:36
  is
• 1:36
  huge.
• 1:37
  It
• 1:37
  goes
• 1:37
  back
• 1:37
  to
• 1:38
  again
• 1:38
  what
• 1:38
  we
• 1:38
  were
• 1:38
  talking
• 1:39
  about,
• 1:39
  about
• 1:39
  how
• 1:39
  brands
• 1:40
  need
• 1:41
  to
• 1:41
  maintain
• 1:41
  ownership
• 1:42
  of
• 1:43
  how
• 1:43
  their
• 1:44
  brand
• 1:44
  comes
• 1:44
  across
• 1:46
  and
• 1:46
  really
• 1:47
  that
• 1:47
  ownership
• 1:48
  of
• 1:48
  their
• 1:48
  customer
• 1:49
  when
• 1:49
  they're
• 1:50
  going
• 1:50
  through
• 1:50
  all
• 1:50
  these
• 1:50
  different
• 1:51
  outlets,
• 1:51
  you
• 1:51
  know,
• 1:52
  brands
• 1:53
  kind
• 1:53
  of
• 1:53
  have
• 1:53
  to
• 1:54
  play
• 1:54
  the
• 1:54
  game,
• 1:54
  they
• 1:55
  have
• 1:55
  to
• 1:55
  participate
• 1:56
  in
• 1:56
  some
• 1:56
  of
• 1:56
  these
• 1:56
  agentic
• 1:57
  shopping
• 1:58
  channels
• 1:59
  but
• 1:59
  they
• 1:59
  aren't,
• 2:00
  they
• 2:00
  don't
• 2:00
  stand
• 2:00
  to
• 2:01
  benefit
• 2:01
  from
• 2:02
  that
• 2:03
  outside
• 2:03
  of
• 2:03
  just
• 2:03
  being
• 2:04
  discoverable
• 2:04
  on
• 2:04
  those
• 2:05
  channels.
• 2:05
  They
• 2:05
  don't
• 2:05
  get
• 2:06
  to
• 2:06
  maintain
• 2:06
  and
• 2:06
  follow
• 2:06
  up
• 2:07
  with
• 2:07
  that
• 2:07
  customer.
• 2:07
  So
• 2:07
  that
• 2:08
  I
• 2:08
  think
• 2:08
  is
• 2:08
  the
• 2:08
  number
• 2:08
  one
• 2:09
  part
• 2:09
  of
• 2:09
  this
• 2:09
  announcement
• 2:10
  that
• 2:11
  that
• 2:11
  brands
• 2:12
  will
• 2:12
  be,
• 2:12
  will
• 2:12
  like.
• 2:13
  And
• 2:13
  secondly,
• 2:14
  I
• 2:14
  think
• 2:14
  it's
• 2:14
  a
• 2:15
  better
• 2:15
  UX
• 2:15
  for
• 2:16
  customers
• 2:16
  when
• 2:16
  you
• 2:16
  look
• 2:17
  at
• 2:17
  your
• 2:17
  agentix
• 2:18
  shopping
• 2:19
  journey
• 2:19
  to
• 2:19
  be
• 2:20
  able
• 2:20
  to
• 2:21
  have
• 2:21
  the
• 2:21
  power
• 2:22
  of
• 2:22
  the
• 2:22
  Google
• 2:23
  ecosystem
• 2:23
  behind
• 2:24
  me.
• 2:25
  You
• 2:25
  know,
• 2:26
  I
• 2:26
  think
• 2:26
  one
• 2:26
  key
• 2:27
  item
• 2:27
  to
• 2:27
  note
• 2:28
  is
• 2:28
  that
• 2:28
  this
• 2:28
  week
• 2:29
  Apple
• 2:29
  also
• 2:30
  announced
• 2:30
  that
• 2:30
  Gemini
• 2:30
  is
• 2:31
  going
• 2:31
  to
• 2:31
  be
• 2:31
  their
• 2:31
  AI
• 2:32
  partner.
• 2:32
  So
• 2:33
  now
• 2:34
  Gemini
• 2:34
  is
• 2:35
  controlling
• 2:35
  70%
• 2:37
  of
• 2:37
  agentic
• 2:39
  interactions
• 2:40
  for
• 2:40
  the
• 2:40
  US
• 2:41
  mobile
• 2:41
  market.
• 2:42
  So
• 2:42
  that's
• 2:43
  that's
• 2:43
  a
• 2:43
  huge
• 2:44
  moat
• 2:44
  that
• 2:44
  Google
• 2:45
  has
• 2:45
  there.
• 2:45
  And
• 2:46
  as
• 2:46
  a
• 2:46
  customer,
• 2:47
  if
• 2:47
  I
• 2:48
  can
• 2:48
  use
• 2:48
  Google
• 2:49
  pay
• 2:49
  to
• 2:49
  pay
• 2:49
  for
• 2:49
  things,
• 2:50
  I
• 2:50
  can
• 2:50
  ask
• 2:51
  it
• 2:51
  to
• 2:51
  search.
• 2:51
  It
• 2:52
  knows
• 2:52
  what
• 2:52
  I've
• 2:52
  searched.
• 2:53
  Previously
• 2:54
  on
• 2:54
  my
• 2:54
  go
• 2:55
  to
• 2:56
  agent
• 2:56
  for
• 2:56
  shopping,
• 2:57
  everything
• 2:58
  is
• 2:58
  going
• 2:58
  to
• 2:59
  be
• 2:59
  a
• 3:00
  better,
• 3:00
  more
• 3:00
  rounded
• 3:01
  experience.
• 3:02
  I
• 3:02
  know
• 3:02
  where
• 3:02
  I
• 3:02
  need
• 3:03
  to
• 3:03
  go,
• 3:03
  if
• 3:03
  I
• 3:03
  need
• 3:03
  to
• 3:04
  return
• 3:04
  a
• 3:04
  product,
• 3:04
  it's
• 3:05
  all
• 3:05
  right
• 3:06
  there
• 3:06
  for
• 3:06
  me,
• 3:06
  you
• 3:07
  know,
• 3:07
  in
• 3:07
  my
• 3:07
  Gmail
• 3:08
  account
• 3:08
  or
• 3:08
  in
• 3:08
  my
• 3:08
  Gemini
• 3:09
  daily
• 3:09
  interactions.
• 3:10
  I
• 3:10
  think
• 3:11
  that
• 3:11
  is,
• 3:11
  that
• 3:12
  is
• 3:12
  going
• 3:12
  to
• 3:13
  prove
• 3:13
  to
• 3:13
  be
• 3:13
  a
• 3:14
  way
• 3:14
  better
• 3:15
  experience
• 3:15
  for
• 3:15
  the
• 3:16
  consumer
• 3:16
  and
• 3:17
  incentivizes
• 3:18
  consumers
• 3:18
  to
• 3:18
  stay
• 3:18
  stick
• 3:19
  with
• 3:19
  Google
• 3:20
  and
• 3:20
  with
• 3:20
  Gemini
• 3:21
  as
• 3:21
  the
• 3:21
  agent
• 3:21
  that
• 3:21
  they're
• 3:22
  going
• 3:22
  to
• 3:22
  continue
• 3:22
  to
• 3:22
  use
• 3:22
  for
• 3:23
  both
• 3:23
  shopping
• 3:23
  and
• 3:23
  everything
• 3:24
  else
• 3:24
  that
• 3:24
  they
• 3:24
  have
• 3:25
  going
• 3:25
  on
• 3:27
  in
• 3:27
  their,
• 3:27
  in
• 3:28
  their
• 3:28
  universe.
• 3:28
  So
• 3:28
  I
• 3:28
  think
• 3:29
  this
• 3:29
  is,
• 3:29
  those
• 3:29
  are,
• 3:30
  those
• 3:30
  are
• 3:30
  two
• 3:30
  key
• 3:31
  things
• 3:31
  that
• 3:31
  I
• 3:31
  think
• 3:32
  are
• 3:32
  going
• 3:32
  to
• 3:32
  be
• 3:33
  very
• 3:33
  important
• 3:33
  as
• 3:34
  we
• 3:35
  continue
• 3:35
  to
• 3:35
  see
• 3:35
  brands
• 3:36
  partner
• 3:36
  up
• 3:37
  with
• 3:37
  Google.
• 3:37
  As
• 3:38
  we
• 3:38
  heard
• 3:38
  a
• 3:38
  lot
• 3:38
  from
• 3:39
  a
• 3:39
  lot
• 3:39
  of
• 3:39
  brands
• 3:40
  this
• 3:40
  time
• 3:40
  at
• 3:40
  nrf.
• 3:41
  But
• 3:41
  what,
• 3:42
  what
• 3:42
  stands
• 3:42
  out
• 3:42
  for
• 3:43
  you?
• 3:43
  Chris?
• 3:44
  Yeah,
• 3:44
  I
• 3:44
  don't,
• 3:44
  I
• 3:44
  don't,
• 3:45
  I
• 3:45
  don't,
• 3:45
  I
• 3:45
  don't
• 3:45
  know
• 3:45
  if
• 3:45
  I'm
• 3:46
  buying
• 3:46
  into
• 3:46
  this
• 3:46
  as
• 3:46
  much
• 3:46
  as
• 3:46
  you
• 3:47
  are
• 3:47
  and
• 3:47
  I
• 3:47
  think
• 3:47
  there
• 3:47
  are
• 3:47
  a
• 3:47
  lot
• 3:48
  of
• 3:48
  logic
• 3:48
  leaps
• 3:48
  in
• 3:48
  there
• 3:49
  that
• 3:49
  I
• 3:49
  think
• 3:49
  have
• 3:49
  to
• 3:49
  wait
• 3:50
  to
• 3:51
  be
• 3:51
  proven
• 3:51
  out
• 3:52
  too.
• 3:52
  In,
• 3:52
  in
• 3:52
  what
• 3:52
  you
• 3:53
  were
• 3:53
  describing.
• 3:55
  Like,
• 3:55
  in
• 3:55
  what
• 3:55
  sense?
• 3:56
  Like,
• 3:56
  like
• 3:57
  just
• 3:57
  say
• 3:57
  how
• 3:57
  you're,
• 3:58
  how
• 3:58
  you
• 3:58
  were
• 3:58
  kind
• 3:58
  of
• 3:58
  thinking
• 3:59
  that
• 3:59
  the
• 3:59
  world's
• 3:59
  gonna
• 3:59
  unfold.
• 3:59
  I'm
• 4:00
  just
• 4:00
  not
• 4:00
  sure
• 4:00
  I'm,
• 4:00
  I'm
• 4:01
  there
• 4:01
  yet.
• 4:01
  So.
• 4:01
  And
• 4:01
  the
• 4:02
  reason
• 4:02
  I
• 4:02
  say
• 4:02
  that
• 4:02
  is
• 4:02
  like
• 4:03
  I
• 4:03
  think
• 4:03
  this
• 4:03
  is
• 4:04
  announcement.
• 4:04
  This
• 4:04
  is
• 4:04
  kind
• 4:04
  of
• 4:04
  like
• 4:05
  whatever
• 4:05
  what
• 4:05
  I
• 4:05
  expected,
• 4:06
  you
• 4:06
  know,
• 4:06
  Google
• 4:07
  do.
• 4:07
  Google's
• 4:08
  got
• 4:08
  a
• 4:08
  lot
• 4:08
  of
• 4:08
  investment
• 4:09
  in
• 4:09
  this.
• 4:09
  They've
• 4:09
  got
• 4:09
  a
• 4:10
  lot
• 4:10
  of
• 4:10
  you
• 4:10
  know,
• 4:10
  built
• 4:11
  up
• 4:11
  IP
• 4:12
  around
• 4:12
  how
• 4:12
  the
• 4:13
  generative
• 4:13
  AI
• 4:14
  concept
• 4:14
  works.
• 4:15
  And
• 4:15
  so
• 4:15
  like
• 4:15
  I
• 4:15
  think
• 4:16
  this
• 4:16
  is
• 4:16
  just
• 4:16
  them
• 4:16
  flexing
• 4:17
  their
• 4:17
  muscle
• 4:17
  and
• 4:17
  being
• 4:17
  like,
• 4:18
  you
• 4:18
  know
• 4:18
  what,
• 4:18
  we've
• 4:18
  been
• 4:18
  pissed
• 4:19
  off
• 4:19
  that
• 4:20
  ChatGPT
• 4:20
  has
• 4:20
  gotten
• 4:21
  all
• 4:21
  the
• 4:21
  attention
• 4:21
  particularly
• 4:22
  from
• 4:22
  consumers
• 4:23
  over
• 4:23
  the
• 4:23
  last
• 4:23
  year
• 4:24
  and
• 4:24
  particularly
• 4:24
  probably
• 4:24
  the
• 4:25
  retailers
• 4:25
  as
• 4:25
  a
• 4:25
  result
• 4:25
  of
• 4:25
  that
• 4:26
  because
• 4:26
  the
• 4:26
  retailers
• 4:26
  follow
• 4:26
  the
• 4:27
  consumers.
• 4:27
  So
• 4:27
  they're
• 4:28
  basically
• 4:28
  trying
• 4:28
  to
• 4:28
  say,
• 4:28
  look,
• 4:29
  hold
• 4:29
  my
• 4:29
  beer.
• 4:30
  Sam
• 4:30
  Altman
• 4:30
  we're
• 4:31
  coming
• 4:31
  into
• 4:31
  this
• 4:31
  game
• 4:31
  and
• 4:32
  we're
• 4:32
  coming
• 4:32
  in
• 4:32
  strong
• 4:32
  and
• 4:33
  we're
• 4:33
  making
• 4:33
  announcements
• 4:34
  with
• 4:34
  every
• 4:34
  single
• 4:34
  retailer.
• 4:35
  I
• 4:35
  mean
• 4:35
  we
• 4:35
  had
• 4:36
  it
• 4:36
  coming
• 4:36
  through
• 4:36
  our
• 4:36
  booth
• 4:37
  this,
• 4:37
  this
• 4:38
  week.
• 4:38
  Like
• 4:38
  we
• 4:38
  had,
• 4:39
  you
• 4:39
  know,
• 4:39
  every
• 4:40
  single
• 4:41
  person
• 4:41
  we
• 4:41
  interviewed
• 4:41
  practically
• 4:42
  was
• 4:42
  saying
• 4:42
  they're
• 4:42
  doing
• 4:42
  an
• 4:43
  announcement
• 4:43
  with
• 4:43
  Gemini.
• 4:44
  The
• 4:44
  question
• 4:44
  I
• 4:44
  have
• 4:45
  though
• 4:46
  is
• 4:47
  this
• 4:47
  feels
• 4:48
  and
• 4:48
  I
• 4:48
  didn't
• 4:48
  think
• 4:48
  about
• 4:48
  this
• 4:48
  until
• 4:49
  you
• 4:49
  just
• 4:49
  said
• 4:49
  it
• 4:49
  is
• 4:50
  this
• 4:50
  feels
• 4:51
  like
• 4:51
  more
• 4:51
  of
• 4:51
  like
• 4:51
  Google
• 4:52
  protecting
• 4:52
  the
• 4:52
  turf
• 4:53
  of
• 4:53
  its
• 4:53
  current
• 4:53
  business
• 4:54
  model
• 4:54
  which
• 4:54
  is
• 4:55
  built
• 4:55
  around
• 4:55
  search.
• 4:56
  And
• 4:56
  so
• 4:56
  that's
• 4:56
  where
• 4:56
  the
• 4:57
  logic
• 4:57
  leap
• 4:57
  for
• 4:57
  me
• 4:57
  comes
• 4:58
  in
• 4:58
  is
• 4:58
  like
• 4:58
  I
• 4:59
  don't
• 4:59
  know
• 4:59
  if
• 4:59
  protecting
• 5:00
  the
• 5:00
  battleground
• 5:01
  for
• 5:01
  search
• 5:01
  is
• 5:02
  the
• 5:02
  same
• 5:02
  as
• 5:03
  preparing
• 5:03
  yourself
• 5:04
  for
• 5:04
  the
• 5:04
  future
• 5:04
  of
• 5:05
  agentic
• 5:05
  and
• 5:06
  how
• 5:06
  people
• 5:06
  will
• 5:06
  want
• 5:07
  to
• 5:07
  shop.
• 5:07
  And
• 5:07
  so
• 5:08
  and
• 5:08
  Google
• 5:09
  in
• 5:09
  its
• 5:09
  history
• 5:09
  has
• 5:09
  not
• 5:10
  shown
• 5:10
  how
• 5:10
  to
• 5:10
  get
• 5:11
  like
• 5:11
  become
• 5:12
  a
• 5:12
  commerce
• 5:12
  engine
• 5:13
  because
• 5:13
  that's
• 5:13
  not
• 5:13
  how
• 5:13
  its
• 5:14
  business
• 5:14
  model
• 5:14
  has
• 5:14
  been
• 5:14
  built.
• 5:15
  And
• 5:15
  so
• 5:16
  that's
• 5:16
  a
• 5:16
  question.
• 5:16
  Can
• 5:17
  somebody
• 5:17
  still
• 5:17
  come
• 5:18
  in
• 5:18
  in
• 5:18
  Amazon
• 5:19
  a
• 5:19
  chat
• 5:19
  GPT
• 5:20
  a
• 5:21
  perplexity
• 5:21
  and
• 5:22
  figure
• 5:22
  out
• 5:22
  how
• 5:22
  to
• 5:22
  do
• 5:23
  that?
• 5:23
  I
• 5:23
  don't
• 5:24
  know.
• 5:24
  So
• 5:24
  that's
• 5:24
  why
• 5:24
  I'm
• 5:25
  not
• 5:25
  as,
• 5:25
  I'm
• 5:26
  not
• 5:26
  as
• 5:26
  bullish
• 5:26
  on
• 5:26
  this
• 5:26
  as
• 5:27
  like
• 5:27
  the
• 5:27
  retail
• 5:27
  headline
• 5:28
  of
• 5:28
  the
• 5:28
  year
• 5:28
  out
• 5:28
  of
• 5:28
  the
• 5:29
  gates.
• 5:29
  I
• 5:29
  think
• 5:29
  it's
• 5:30
  just
• 5:30
  a
• 5:30
  natural
• 5:30
  step
• 5:30
  that
• 5:31
  Google
• 5:31
  has
• 5:31
  to
• 5:31
  do.
• 5:32
  Yeah,
• 5:33
  I
• 5:33
  think
• 5:33
  the
• 5:33
  only
• 5:34
  thing
• 5:34
  I'd
• 5:34
  say
• 5:34
  in
• 5:34
  closing
• 5:35
  is
• 5:35
  that
• 5:37
  you
• 5:37
  have
• 5:37
  to
• 5:37
  look
• 5:38
  at
• 5:38
  what
• 5:38
  our
• 5:39
  human
• 5:39
  behavior
• 5:40
  or
• 5:41
  proclivity
• 5:42
  is
• 5:42
  when
• 5:43
  we
• 5:43
  have
• 5:43
  a
• 5:44
  question
• 5:44
  about
• 5:44
  anything
• 5:45
  and
• 5:45
  if
• 5:45
  90%
• 5:46
  of
• 5:46
  the
• 5:46
  time
• 5:47
  we're
• 5:47
  still
• 5:47
  going
• 5:47
  to
• 5:48
  Google
• 5:48
  and
• 5:48
  it
• 5:49
  just
• 5:49
  so
• 5:49
  happens
• 5:50
  that
• 5:50
  commerce
• 5:51
  may
• 5:51
  pop
• 5:51
  up
• 5:52
  now
• 5:52
  as
• 5:53
  a
• 5:53
  possibility
• 5:54
  when
• 5:54
  we're
• 5:54
  asking
• 5:55
  a
• 5:55
  question.
• 5:57
  I
• 5:57
  think
• 5:57
  that
• 5:57
  it's
• 5:59
  to
• 5:59
  me
• 6:00
  that's
• 6:01
  Google
• 6:01
  standing
• 6:01
  a
• 6:02
  better
• 6:02
  chance
• 6:02
  than
• 6:02
  an
• 6:03
  Amazon,
• 6:04
  than
• 6:04
  an
• 6:04
  OpenAI
• 6:05
  because
• 6:06
  you're
• 6:06
  going
• 6:06
  there
• 6:07
  for
• 6:07
  more
• 6:07
  than
• 6:07
  just
• 6:08
  shopping.
• 6:08
  It's
• 6:08
  really
• 6:09
  becoming,
• 6:09
  I
• 6:10
  think
• 6:10
  in
• 6:10
  this
• 6:11
  world
• 6:12
  Google
• 6:12
  really
• 6:12
  stands
• 6:13
  to
• 6:13
  be
• 6:13
  the
• 6:14
  ultimate
• 6:14
  personal
• 6:15
  assistant.
• 6:16
  Whether
• 6:16
  it's
• 6:16
  shopping,
• 6:17
  scheduling
• 6:18
  doctor's
• 6:18
  appointments
• 6:18
  or
• 6:19
  meetings,
• 6:19
  you
• 6:20
  know,
• 6:20
  sending
• 6:20
  emails,
• 6:21
  scheduling
• 6:22
  events.
• 6:22
  Like
• 6:23
  I
• 6:24
  think
• 6:24
  that
• 6:24
  if
• 6:24
  I
• 6:24
  was
• 6:25
  placing
• 6:25
  my
• 6:25
  bets
• 6:26
  anywhere
• 6:26
  and
• 6:26
  that's
• 6:27
  why
• 6:27
  I
• 6:27
  think
• 6:27
  it's
• 6:27
  so
• 6:28
  worthy
• 6:29
  potentially
• 6:29
  of
• 6:30
  a
• 6:30
  headline
• 6:30
  of
• 6:30
  the
• 6:30
  year
• 6:31
  nomination
• 6:31
  is
• 6:31
  that
• 6:32
  I
• 6:32
  just,
• 6:32
  I
• 6:32
  think
• 6:33
  that
• 6:33
  as
• 6:33
  we
• 6:33
  continue
• 6:34
  to
• 6:35
  use
• 6:35
  our
• 6:35
  own
• 6:35
  personal
• 6:36
  assistance
• 6:36
  in
• 6:37
  these,
• 6:37
  these
• 6:39
  agents,
• 6:40
  I
• 6:40
  think
• 6:40
  Google
• 6:41
  could
• 6:42
  stand
• 6:42
  to
• 6:42
  win
• 6:43
  now
• 6:44
  more
• 6:44
  than
• 6:44
  anyone.
• 6:45
  And
• 6:45
  I
• 6:46
  really
• 6:46
  think
• 6:46
  it's
• 6:46
  something
• 6:47
  that
• 6:47
  we
• 6:47
  have
• 6:47
  to
• 6:47
  pay
• 6:47
  close
• 6:48
  attention
• 6:48
  to
• 6:48
  and
• 6:48
  watch
• 6:49
  because
• 6:49
  it's
• 6:49
  not
• 6:49
  just
• 6:49
  about
• 6:49
  shopping,
• 6:50
  it's
• 6:50
  about
• 6:50
  how
• 6:50
  we
• 6:51
  interact
• 6:51
  with
• 6:51
  Google
• 6:52
  for
• 6:53
  our
• 6:53
  entire
• 6:53
  day
• 6:53
  to
• 6:54
  day.
• 6:54
  Yeah.
• 6:54
  And
• 6:54
  it
• 6:54
  just
• 6:54
  depends
• 6:55
  on
• 6:55
  like
• 6:55
  you
• 6:55
  know,
• 6:55
  there's
• 6:56
  a
• 6:56
  lot
• 6:56
  of
• 6:56
  people
• 6:56
  now
• 6:56
  that
• 6:57
  are
• 6:57
  using
• 6:57
  even
• 6:57
  on
• 6:57
  their
• 6:57
  mobile
• 6:58
  phone.
• 6:58
  ChatGPT
• 6:59
  is
• 6:59
  like
• 6:59
  their
• 7:00
  go
• 7:00
  to
• 7:00
  search
• 7:00
  engine.
• 7:01
  So
• 7:01
  it
• 7:01
  just
• 7:02
  becomes
• 7:02
  a
• 7:02
  question
• 7:03
  of
• 7:03
  like,
• 7:03
  you
• 7:03
  know,
• 7:03
  do
• 7:04
  they
• 7:04
  keep,
• 7:04
  you
• 7:05
  know,
• 7:05
  chipping
• 7:05
  away?
• 7:05
  Chipping
• 7:06
  away.
• 7:06
  But
• 7:06
  I
• 7:07
  don't
• 7:07
  know.
• 7:07
  So
• 7:08
  yeah,
• 7:08
  yeah.
• 7:09
  I
• 7:09
  think
• 7:09
  the
• 7:09
  only
• 7:09
  thing
• 7:09
  that
• 7:10
  combats
• 7:10
  that
• 7:10
  is
• 7:10
  now
• 7:11
  that
• 7:11
  Gemini's
• 7:11
  replaced
• 7:12
  Apple
• 7:13
  or
• 7:13
  replaced
• 7:13
  OpenAI
• 7:14
  on
• 7:14
  Apple
• 7:15
  devices
• 7:15
  like
• 7:15
  that,
• 7:16
  that's
• 7:16
  going
• 7:16
  to
• 7:16
  be
• 7:16
  a
• 7:17
  major
• 7:17
  shift.
• 7:17
  Then
• 7:18
  when
• 7:18
  they're
• 7:18
  not
• 7:18
  just
• 7:19
  going
• 7:19
  to
• 7:19
  chatbots,
• 7:20
  when
• 7:20
  they're
• 7:20
  asking
• 7:20
  Siri
• 7:21
  a
• 7:21
  question
• 7:21
  or
• 7:21
  they're
• 7:22
  asking
• 7:22
  their,
• 7:22
  you
• 7:23
  know,
• 7:23
  they're
• 7:23
  going
• 7:24
  into
• 7:24
  that
• 7:24
  platform
• 7:24
  if
• 7:25
  Gemini
• 7:25
  is
• 7:25
  the
• 7:25
  one
• 7:26
  that's
• 7:26
  being
• 7:26
  served
• 7:26
  up.
• 7:27
  And
• 7:27
  as
• 7:27
  more
• 7:27
  people
• 7:28
  come
• 7:28
  on
• 7:28
  the
• 7:28
  platform,
• 7:29
  more
• 7:29
  people
• 7:30
  are
• 7:30
  starting
• 7:30
  to
• 7:30
  get
• 7:31
  comfortable
• 7:31
  with
• 7:31
  the
• 7:31
  news
• 7:32
  agents.
• 7:32
  Definitely
• 7:33
  a
• 7:33
  good
• 7:33
  defensive
• 7:34
  move.
• 7:34
  Yeah,
• 7:34
  for
• 7:34
  sure.