Latest / Omni Talk Retail / Old Navy Hits The Radar, San Diego Bans Digital-Only Coupons & Amazon Debuts AI Agents | Fast Five

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Old Navy Hits The Radar, San Diego Bans Digital-Only Coupons & Amazon Debuts AI Agents | Fast Five · Omni Talk Retail

0:00
The
0:00
Omnich
0:01
Fast
0:01
5
0:01
is
0:01
brought
0:02
to
0:02
you
0:02
by
0:02
the
0:02
A
0:02
and
0:03
M
0:03
Consumer
0:03
and
0:03
Retail
0:04
Group.
0:04
The
0:04
A
0:04
and
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M
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Consumer
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and
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Retail
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Group
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is
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a
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management
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consulting
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advances
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its
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clients,
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people
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communities
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toward
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their
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CRG
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brings
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like
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to
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help
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retailers
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and
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consumer
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products
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companies
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be
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on
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right
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of
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disruption
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Miracle,
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the
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dropship
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media
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profits
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without
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the
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heavy
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lifting.
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What's
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holding
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you
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back?
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Visit
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Miracle.com
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to
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learn
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M
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I
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L.com
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Simbi
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powers
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the
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with
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today's
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Robotics.com
1:00
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1:04
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into
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a
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1:05
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1:06
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Infios
1:07
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you
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stay
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ahead
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from
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promise
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1:10
delivery
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and
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every
1:11
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1:11
in
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between.
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To
1:12
learn
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more,
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visit
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infios.com
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Clear
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1:17
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1:19
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Demand
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it
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happen.
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1:30
more@cleardemand.com
1:32
omnitalk
1:33
and
1:33
finally,
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Ocampo
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Capital.
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Ocampo
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Capital
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is
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a
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venture
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capital
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firm
1:37
founded
1:37
by
1:37
retail
1:38
executives
1:38
with
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the
1:39
aim
1:39
of
1:39
helping
1:39
early
1:40
stage
1:40
consumer
1:40
businesses
1:41
succeed
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through
1:42
investment
1:42
and
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operational
1:43
support.
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Learn
1:44
more@ocampocapital.com
1:47
hello,
1:47
you
1:47
are
1:48
listening
1:48
to
1:48
Amitax.
1:49
Retail
1:49
Fast
1:50
Five
1:50
ranked
1:50
in
1:50
the
1:50
top
1:51
10%
1:51
of
1:51
all
1:52
podcasts
1:52
globally
1:53
and
1:53
currently
1:53
the
1:54
only
1:54
retail
1:54
podcast
1:55
ranked
1:55
in
1:56
the
1:56
top
1:56
100
1:56
of
1:57
all
1:57
business
1:57
podcasts
1:58
on
1:58
Apple
1:58
Podcasts.
1:59
Retail
1:59
Fast
1:59
Five
2:00
is
2:00
a
2:00
podcast
2:00
that
2:00
we
2:00
hope
2:01
makes
2:01
you
2:01
feel
2:01
a
2:01
little
2:02
smarter,
2:02
but
2:03
most
2:03
importantly,
2:03
a
2:03
little
2:04
happier
2:04
each
2:04
week
2:04
too.
2:05
And
2:05
the
2:05
Fast
2:06
5
2:06
is
2:06
just
2:06
one
2:06
of
2:06
the
2:07
many
2:07
great
2:07
podcasts
2:08
that
2:08
you
2:08
can
2:08
find
2:08
from
2:08
the
2:09
omnichalk
2:09
Retail
2:09
Podcast
2:10
Network
2:10
alongside
2:11
our
2:11
Retail
2:12
Daily
2:12
Minute
2:13
which
2:13
brings
2:13
you
2:13
a
2:13
curated
2:14
selection
2:14
of
2:14
the
2:15
most
2:15
important
2:15
retail
2:16
headlines
2:16
every
2:16
morning
2:17
and
2:17
our
2:17
Retail
2:18
Technology
2:18
Spotlight
2:19
series
2:19
which
2:19
goes
2:19
deep
2:20
each
2:20
week
2:20
on
2:21
the
2:21
latest
2:21
retail
2:22
technology
2:22
trends.
2:23
We
2:23
are
2:24
back.
2:24
It's
2:25
April
2:25
9,
2:26
2025.
2:26
I'm
2:26
one
2:27
of
2:27
your
2:27
host
2:27
San
2:27
Mazinga.
2:28
And
2:29
I'm
2:29
Chris
2:29
Walton
2:30
and
2:30
we're
2:30
here.
2:31
Once
2:31
again
2:32
back
2:32
from
2:33
spring
2:33
break
2:33
to
2:33
discuss
2:34
all
2:34
the
2:34
headlines
2:35
from
2:35
the
2:35
past
2:35
week,
2:36
making
2:36
waves
2:37
in
2:37
the
2:37
world
2:37
of
2:37
omnichannel
2:38
retailing.
2:39
Chris,
2:40
I
2:40
feel
2:40
like
2:41
before
2:41
we
2:41
get
2:41
the
2:42
show
2:42
started,
2:42
we
2:42
need
2:43
to
2:43
have
2:43
a
2:43
moment
2:43
of
2:43
silence
2:44
for
2:44
one
2:45
of
2:45
your
2:45
all
2:45
time
2:46
favorites
2:46
who
2:47
recently
2:48
passed
2:49
last
2:49
week,
2:49
Val
2:49
Kilmer.
2:50
How
2:50
are
2:50
you
2:50
doing?
2:51
Yeah.
2:51
And
2:51
this
2:51
loss,
2:52
and
2:53
I
2:53
appreciate
2:53
you
2:54
allowing
2:54
me
2:54
to
2:54
take
2:54
the
2:55
time
2:55
here.
2:55
You
2:55
know,
2:56
it
2:56
was
2:57
a.
2:57
It
2:57
was
2:57
a
2:57
very
2:58
sad
2:58
week
2:58
in
2:58
the
2:59
Walton
2:59
household,
3:00
as
3:00
it
3:00
was
3:00
for
3:01
America,
3:01
I'd
3:01
say,
3:01
and
3:02
too,
3:02
because,
3:03
wow.
3:03
You
3:03
know,
3:03
I.
3:04
I
3:04
was
3:04
surprised
3:05
at
3:05
how
3:05
much
3:05
I
3:06
saw
3:06
about
3:06
Val
3:06
Kilmer
3:07
going
3:07
through
3:07
my
3:07
feeds.
3:07
Could
3:08
be,
3:08
because
3:08
those
3:08
are
3:08
all
3:09
personalized
3:09
to
3:09
me.
3:09
I
3:10
don't
3:10
know.
3:10
But,
3:11
you
3:11
know,
3:11
Val
3:12
Kimmer
3:12
holds
3:12
a
3:12
very
3:12
special
3:13
place
3:13
in
3:13
my
3:13
heart.
3:14
I've
3:14
told
3:14
this
3:15
story
3:15
on
3:15
the
3:15
podcast
3:15
before
3:16
in
3:16
our
3:16
old
3:17
podcast
3:17
studio,
3:17
both
3:18
when
3:18
we
3:18
had
3:18
the
3:19
actual
3:19
physical
3:19
podcast
3:20
studio
3:20
space
3:20
and
3:21
in
3:21
my
3:21
old
3:21
podcast
3:21
studio
3:22
as
3:22
well
3:22
back
3:22
home.
3:23
You
3:24
know,
3:24
we
3:24
used
3:24
to
3:24
have
3:24
a
3:24
picture
3:24
of
3:25
Val
3:25
Kilmer
3:25
in
3:26
his
3:26
flight
3:26
suit
3:26
in
3:27
behind
3:27
me
3:27
in
3:28
every
3:28
podcast
3:28
as
3:29
well.
3:29
So
3:29
he's
3:29
been
3:30
as
3:30
much
3:30
a
3:30
part
3:30
of
3:30
Omni
3:31
Talk
3:31
as
3:32
anyone.
3:32
Anne.
3:32
And,
3:33
and
3:33
for
3:33
those
3:33
that
3:33
I've
3:34
told
3:34
this
3:34
story
3:34
before,
3:35
believe
3:35
it
3:35
or
3:35
not,
3:36
he
3:36
was
3:36
my
3:36
doppelganger
3:37
as
3:37
a
3:37
young
3:37
man.
3:38
Doesn't
3:38
look
3:38
like
3:39
that
3:39
so
3:39
much
3:39
anymore,
3:40
folks.
3:40
But
3:41
at
3:41
one
3:41
point,
3:41
I
3:42
had
3:42
the
3:42
entire
3:42
Stanford
3:43
University
3:43
campus
3:43
convinced
3:44
I
3:44
was
3:44
his
3:44
brother.
3:45
So,
3:45
Val,
3:46
65
3:46
years
3:47
young,
3:47
we're
3:48
going
3:48
to
3:48
miss
3:48
you.
3:49
You'll
3:49
forever
3:49
be
3:49
Iceman
3:50
to
3:50
me.
3:51
And
3:51
I
3:51
don't.
3:51
What
3:51
does
3:51
Val
3:52
Kilmer
3:52
mean
3:52
to
3:52
you?
3:52
And
3:53
I'm
3:53
curious.
3:54
I
3:54
mean,
3:54
clearly
3:55
not
3:55
as
3:55
much
3:55
as
3:55
he
3:56
means
3:56
to
3:56
you,
3:56
but.
3:57
No,
3:58
he
3:58
doesn't
3:58
mean
3:58
that
3:58
much
3:58
to
3:59
anyone
3:59
as
3:59
much
3:59
as
3:59
he
4:00
means
4:00
to
4:00
me.
4:00
And
4:00
honestly,
4:01
like,
4:01
swear
4:02
to
4:02
God,
4:03
yeah,
4:03
I
4:04
mean,
4:04
it
4:04
was
4:04
sad.
4:05
He's
4:05
been
4:05
sick
4:05
for.
4:06
I
4:06
mean,
4:07
like,
4:07
I
4:07
mean,
4:07
ever
4:08
since
4:08
Maverick
4:08
2
4:09
came
4:09
out.
4:09
Maverick
4:10
2?
4:10
Is
4:10
that
4:10
what
4:10
that
4:11
was?
4:11
Top
4:11
Gun
4:11
Mav.
4:12
No,
4:12
Top
4:13
Gun
4:13
two,
4:13
I
4:13
don't
4:14
even
4:14
know.
4:14
See,
4:14
clearly
4:15
it's.
4:16
Yeah,
4:16
Top
4:17
Gun
4:17
Maverick.
4:18
Seeing
4:19
him
4:19
was.
4:19
Was
4:20
just
4:20
a
4:20
sad
4:21
reminder
4:21
of
4:22
heart.
4:22
That
4:22
was
4:22
heartwarming
4:23
too,
4:23
wasn't
4:23
it?
4:24
So
4:24
what
4:24
is
4:24
your
4:24
forever
4:25
iconic
4:25
Val
4:26
Kilmer
4:26
role
4:26
before
4:27
we
4:27
get
4:27
to
4:27
the
4:27
headlines?
4:28
And
4:28
what
4:28
was
4:28
your.
4:28
Is
4:28
it.
4:29
Is
4:29
it
4:29
Iceman?
4:30
Is
4:30
it
4:30
Jim
4:30
Morrison?
4:31
Batman.
4:32
Okay,
4:33
all
4:33
right,
4:33
Batman,
4:34
I
4:34
guess,
4:35
Yeah.
4:35
I
4:35
mean,
4:36
I
4:36
can
4:36
understand
4:37
Doc
4:37
Holliday.
4:38
I'm
4:39
just
4:39
here
4:39
to
4:39
support
4:40
you
4:40
and
4:40
your
4:41
time
4:41
of
4:41
need
4:41
right
4:42
now,
4:42
Chris.
4:42
That's
4:43
really
4:43
the
4:43
biggest
4:43
role
4:44
that
4:44
I
4:44
can
4:44
play
4:44
right
4:44
now
4:45
when
4:45
it
4:45
comes
4:45
to
4:46
the
4:46
news
4:46
of
4:46
Val
4:47
Kilmer.
4:48
Thank
4:48
you.
4:48
And
4:49
like,
4:49
I
4:49
said
4:49
it
4:49
has
4:50
been
4:50
emotional.
4:50
It's
4:50
been
4:50
an
4:51
emotional
4:51
moment
4:51
for
4:52
me
4:52
and
4:52
America.
4:53
And
4:53
America
4:53
weeps
4:53
for
4:54
Val.
4:55
It
4:55
does.
4:56
Well,
4:56
Chris,
4:56
we're
4:56
going
4:57
to
4:57
talk
4:57
about
4:57
somebody
4:57
else
4:58
now.
4:58
Can
4:58
we
4:58
move
4:58
on?
4:59
Are
4:59
you
4:59
going
4:59
to
4:59
be
4:59
okay?
5:00
Yes.
5:00
And
5:01
I
5:01
think
5:01
I
5:01
can
5:01
move
5:02
on
5:02
for
5:02
the
5:02
interest
5:03
of
5:03
the
5:03
show.
5:04
I
5:04
can
5:04
put
5:04
my
5:05
tears
5:05
aside.
5:05
I
5:06
can
5:06
wipe
5:06
them
5:06
away.
5:06
And
5:07
because
5:07
for
5:08
those
5:08
news
5:08
to
5:08
the
5:08
podcast,
5:09
it's
5:10
time
5:10
to
5:10
present
5:11
our
5:11
Omnistar
5:11
Award.
5:12
And
5:12
our
5:12
Omnistar
5:13
Award
5:13
is
5:13
the
5:13
award
5:14
we
5:14
give
5:14
out
5:14
each
5:14
month
5:15
in
5:15
partnership
5:16
with
5:16
Corso
5:16
to
5:16
recognize
5:17
the
5:17
top
5:17
omnichannel
5:18
operators
5:18
out
5:18
there.
5:19
Not
5:20
the
5:20
pundits,
5:20
not
5:20
the
5:20
so
5:21
called
5:21
experts,
5:22
but
5:22
the
5:22
real
5:22
life
5:23
retail
5:23
operators
5:24
making
5:24
a
5:24
difference
5:24
in
5:24
their
5:25
organizations.
5:26
Corso's
5:26
AI
5:27
copilot
5:27
coaches
5:28
retail
5:28
leaders
5:28
to
5:28
optimize
5:29
store
5:29
performance
5:30
at
5:30
every
5:30
level,
5:31
transform
5:31
retail
5:32
operations
5:32
from
5:33
data
5:33
overload
5:34
into
5:34
data
5:35
powered.
5:36
This
5:36
month's
5:36
award
5:37
goes
5:37
to
5:37
Anu
5:38
Narayanan,
5:39
president
5:40
of
5:40
Anthropology,
5:41
Women's
5:41
and
5:42
Home.
5:42
This
5:43
month's
5:43
winner.
5:43
And
5:44
again,
5:44
this
5:44
is
5:44
another
5:45
one.
5:45
This
5:45
one
5:45
holds
5:45
a
5:46
special
5:46
place
5:46
in
5:46
my
5:46
heart
5:47
because
5:47
believe
5:47
it
5:47
or
5:47
not,
5:48
Anew
5:49
was
5:49
the
5:49
very
5:50
first
5:50
person
5:51
I
5:51
met
5:51
when
5:52
I
5:52
started
5:52
my
5:52
retail
5:53
career.
5:53
I
5:53
walked
5:54
into
5:54
the
5:54
gap
5:54
back
5:55
in
5:55
1999
5:56
and
5:57
there
5:57
was
5:57
Anew.
5:58
She
5:58
was.
5:58
I
5:58
know,
5:59
right?
5:59
She
5:59
was
5:59
my
5:59
designated,
6:00
what
6:00
they
6:00
called
6:00
mentor
6:01
at
6:01
the
6:01
time.
6:02
And
6:02
she
6:02
clearly
6:03
has
6:03
gone
6:03
into
6:03
big
6:04
onto
6:04
bigger
6:04
and
6:04
better
6:05
things
6:05
than
6:05
mentoring
6:05
me.
6:06
And
6:06
she's
6:06
been
6:07
absolutely
6:07
kicking,
6:08
kicking
6:08
some
6:08
tail
6:08
at
6:08
anthropology.
6:09
So
6:10
we
6:10
salute
6:10
her
6:11
for
6:11
this
6:11
award.
6:12
Yeah,
6:12
she's
6:13
just
6:13
one
6:13
of
6:13
the
6:14
absolute
6:14
greats.
6:14
I
6:15
feel
6:15
like
6:15
everybody
6:16
that
6:16
I,
6:16
every
6:17
time
6:17
I
6:17
see
6:17
her,
6:17
she's
6:18
so
6:18
willing
6:18
to
6:18
give
6:19
her
6:19
time
6:19
to
6:19
talk
6:20
and
6:20
catch
6:20
up.
6:21
And
6:22
you
6:22
know,
6:22
everybody
6:23
that
6:23
you
6:23
meet
6:24
who's
6:24
worked
6:24
with
6:25
or
6:25
who's
6:25
been
6:26
on
6:26
stage
6:26
with
6:27
or
6:27
who
6:27
knows
6:27
a
6:27
new
6:28
just
6:28
has
6:28
incredible
6:29
things
6:29
to
6:29
say
6:29
about
6:30
her
6:30
and
6:30
the
6:30
work
6:30
that
6:31
she's
6:31
been
6:31
doing
6:31
for
6:31
our
6:32
industry
6:32
in
6:33
her
6:33
time
6:34
at
6:34
the
6:34
Gap,
6:35
at
6:35
anthropology
6:35
and
6:36
everywhere
6:36
in
6:36
between.
6:37
So
6:37
congratulations
6:38
Anew.
6:39
This
6:39
one's
6:39
for
6:39
you.
6:40
Yeah,
6:41
right.
6:41
And
6:41
at
6:42
one
6:42
point
6:42
I
6:42
was
6:42
talking
6:42
to
6:42
her
6:43
to
6:43
getting
6:43
on
6:43
the
6:43
show.
6:43
So
6:43
I
6:44
got
6:44
to
6:44
go
6:44
back
6:44
to
6:44
her
6:44
and
6:44
see
6:44
maybe
6:45
now,
6:45
maybe
6:45
now
6:45
we
6:45
have
6:46
her
6:46
on
6:46
the
6:46
show
6:46
for
6:46
some,
6:47
some
6:47
type
6:47
of
6:47
segment.
6:48
But
6:48
all
6:48
right,
6:48
in
6:48
this
6:48
week's
6:49
Fast5,
6:49
we've
6:50
got
6:50
news
6:50
on
6:51
Instacart
6:52
introducing
6:53
something
6:53
it
6:53
calls
6:54
will
6:55
call
6:55
delivery.
6:56
Old
6:57
Navy
6:57
partnering
6:57
with
6:58
Radar
6:58
to
6:58
roll
6:59
out
6:59
its
6:59
RFID
7:00
solution.
7:01
San
7:01
Diego
7:02
banning
7:02
digital
7:03
only
7:04
store
7:04
coupons.
7:05
Because
7:05
we
7:05
all
7:05
know
7:05
what
7:05
San
7:06
Diego
7:06
means.
7:06
Amazon's
7:07
release
7:07
of
7:07
a
7:08
new
7:08
AI
7:08
agent
7:09
that
7:09
will
7:09
shop
7:09
through
7:10
third
7:10
Party
7:10
sites
7:11
for
7:11
you.
7:11
And
7:12
David
7:12
Dorf
7:13
of
7:13
AWS
7:13
coincidentally
7:14
also
7:15
stops
7:15
by
7:15
for
7:15
five
7:16
insightful
7:16
minutes
7:16
on
7:17
just
7:17
that
7:18
agentic
7:18
AI.
7:19
But
7:19
we
7:19
begin
7:20
today
7:20
with
7:20
big
7:21
news
7:21
out
7:21
of
7:22
Best
7:22
Buy.
7:22
Ann.
7:23
Yes,
7:24
headline
7:24
number
7:24
one,
7:25
Chris.
7:25
Best
7:25
Buy
7:26
has
7:26
debuted
7:26
a
7:26
new
7:27
creator
7:27
program
7:27
that
7:28
features
7:29
shoppable
7:30
storefronts.
7:31
According
7:31
to
7:31
a
7:31
Best
7:31
Buy
7:32
press
7:32
release,
7:32
Best
7:32
Buy
7:32
storefronts
7:33
gives
7:33
creators
7:34
the
7:34
ability
7:34
to
7:34
create
7:35
a
7:35
one
7:35
stop
7:36
shop
7:36
to
7:36
highlight
7:36
tech
7:37
featured
7:37
in
7:37
their
7:38
content
7:38
and
7:38
earn
7:39
a
7:39
commission
7:39
on
7:39
sales
7:40
referred
7:40
through
7:41
their
7:41
storefront
7:42
with
7:42
no
7:43
commission
7:43
cap.
7:44
Several
7:44
leading
7:45
tech
7:45
influencers
7:46
are
7:46
joining
7:46
Best
7:46
Buy
7:47
creator
7:47
program
7:48
at
7:48
launch
7:48
with
7:48
their
7:48
own
7:49
storefronts,
7:49
including
7:50
Linus
7:51
Sebastian
7:52
of
7:52
Linus
7:53
Tech
7:53
Tips,
7:54
who
7:54
has
7:54
over
7:55
16
7:55
million
7:56
YouTube
7:56
subscribers,
7:58
obviously,
7:59
and
7:59
8
7:59
billion
8:00
views,
8:01
as
8:01
well
8:01
as
8:02
popular
8:02
and
8:02
trusted
8:03
tech
8:03
reviewer
8:04
Judner
8:04
Ora,
8:05
also
8:05
known
8:06
as
8:07
your
8:07
average
8:08
customer.
8:10
Yeah,
8:10
he
8:10
is
8:11
obviously.
8:12
I
8:12
don't
8:12
know,
8:12
judder.
8:13
I'm
8:13
assuming
8:13
it's
8:13
a
8:13
guy
8:14
I
8:14
know.
8:15
Well,
8:15
we
8:15
know
8:15
that
8:16
they
8:16
have
8:16
a
8:16
lot
8:16
of
8:16
aura,
8:17
so
8:17
that's
8:18
a
8:18
great
8:18
thing.
8:19
But
8:19
Chris,
8:19
are
8:19
you
8:20
buying
8:20
or
8:20
selling
8:21
Best
8:21
Buys
8:22
new
8:23
storefronts
8:23
for
8:23
creators?
8:25
Ooh,
8:25
ooh.
8:26
I
8:26
like
8:26
I
8:27
and
8:27
I
8:27
like
8:27
this
8:27
story.
8:28
I'm
8:28
buying
8:28
this
8:28
for
8:29
the
8:29
here
8:29
and
8:30
then
8:30
now,
8:30
the
8:31
here
8:31
and
8:31
the
8:31
now
8:31
and
8:32
the
8:32
future
8:32
is
8:32
what
8:32
I
8:32
meant
8:32
to
8:33
say.
8:33
If
8:33
I'm
8:33
gonna.
8:34
Okay.
8:35
And
8:35
the
8:35
reason
8:36
I
8:36
say
8:36
that
8:36
this
8:36
is
8:36
something
8:37
I
8:37
used
8:37
to
8:37
talk
8:37
on
8:37
the
8:38
show
8:38
about
8:38
years
8:38
back.
8:39
I
8:39
don't
8:39
feel
8:39
like
8:39
I've
8:39
talked
8:40
about
8:40
it
8:40
as
8:40
much,
8:40
although
8:40
I
8:41
think
8:41
it's
8:41
been
8:41
coming
8:41
back
8:42
recently
8:42
based
8:42
on
8:42
the
8:43
recent
8:43
headlines.
8:44
And
8:44
that
8:44
is
8:44
that,
8:45
like
8:45
it
8:46
or
8:46
not,
8:46
the
8:46
retail
8:47
influencers
8:47
in
8:48
the
8:48
online
8:48
space
8:48
particularly
8:49
are
8:50
the
8:50
new
8:50
merchants.
8:51
They
8:51
are
8:51
the
8:51
new
8:51
retail
8:52
merchants
8:52
of
8:52
the
8:52
online
8:52
space.
8:53
They're
8:53
the
8:53
ones
8:53
that
8:53
curate
8:54
everything.
8:54
They're
8:54
the
8:54
ones
8:55
that
8:55
tell
8:55
everyone
8:55
what
8:56
to
8:56
buy.
8:57
So
8:57
I
8:57
think
8:57
let
8:57
that
8:58
sink
8:58
in.
8:58
Everyone.
8:58
Retail
8:59
merchants
9:00
are
9:00
getting
9:00
displaced
9:01
by
9:01
the
9:01
influencers
9:02
in
9:02
the
9:02
online
9:03
space.
9:03
It's
9:03
very
9:03
important
9:04
to
9:04
just
9:04
come
9:04
to
9:04
the
9:05
realization
9:05
and
9:06
just
9:06
buy
9:06
into
9:07
it
9:07
because
9:07
it's
9:07
happening.
9:08
So
9:08
I
9:09
like
9:09
what
9:09
Best
9:09
Buy
9:09
is
9:09
doing
9:10
for
9:10
a
9:10
number
9:10
of
9:10
reasons.
9:10
One,
9:11
it
9:11
plays
9:11
on
9:12
that
9:12
trend.
9:12
Two,
9:13
it
9:13
shows
9:13
that
9:14
Best
9:14
Buy
9:14
understands
9:15
the
9:15
trend
9:15
and
9:15
wants
9:16
to
9:16
build,
9:17
build
9:17
tools
9:18
for
9:18
this
9:18
new
9:19
merchant
9:19
community.
9:20
And
9:20
that
9:21
means
9:21
in
9:21
turn
9:21
that
9:22
number
9:22
three,
9:22
influencers
9:23
will
9:23
want
9:23
to
9:23
work
9:23
with
9:24
Best
9:24
Buy
9:24
because
9:25
they'll
9:25
want
9:25
to
9:25
show
9:25
off
9:25
their
9:26
pages
9:26
and
9:26
they'll
9:26
want
9:26
to
9:26
get
9:27
the
9:27
commissions
9:27
from
9:27
this.
9:28
So
9:28
it's
9:29
not,
9:29
it's
9:29
not
9:29
that
9:30
dissimilar
9:30
to
9:30
the
9:30
story
9:31
we
9:31
talked
9:31
about
9:31
with
9:31
Dick's
9:32
Sporting
9:32
Goods
9:32
a
9:32
few
9:32
weeks
9:33
ago
9:33
with
9:33
their
9:33
influencer
9:34
program.
9:34
So
9:34
this
9:34
is
9:34
the
9:35
wave
9:35
of
9:35
the
9:35
future,
9:36
but
9:36
here's
9:37
the.
9:37
So
9:38
this
9:38
is
9:38
the
9:38
now.
9:38
Now
9:38
I'll
9:39
talk
9:39
about
9:39
the
9:39
next,
9:39
the
9:39
future
9:40
part.
9:40
But
9:40
the
9:41
really
9:41
cool
9:41
thing
9:41
here
9:41
is
9:42
what
9:42
does
9:42
this
9:42
mean
9:42
for
9:42
bricks
9:43
and
9:43
mortar
9:43
retailers?
9:44
Because
9:45
I
9:45
think
9:45
they
9:45
can
9:45
figure
9:46
out
9:46
how
9:46
to
9:46
turn
9:46
their
9:47
actual
9:47
merchandising
9:48
organizations
9:49
into
9:50
influencers
9:50
as
9:51
well
9:51
if
9:52
they
9:52
want
9:52
to.
9:52
But
9:52
I've
9:53
been
9:53
talking
9:53
about
9:53
the
9:53
first
9:54
part
9:54
for
9:54
10
9:54
years.
9:55
It's
9:55
going
9:55
to
9:55
take
9:55
another
9:56
10
9:56
years
9:56
for
9:56
some
9:57
merchant
9:57
organization
9:57
with
9:58
the
9:58
200
9:58
plus
9:58
merchants
9:59
that
9:59
they've
9:59
got
9:59
running
9:59
it
10:00
to
10:00
be
10:00
able
10:00
to
10:00
take
10:01
their
10:01
PR
10:01
teams
10:01
and
10:02
their
10:02
comp
10:02
scenes
10:02
and
10:02
be
10:02
like,
10:03
let's
10:03
put
10:03
our
10:03
merchants
10:04
front
10:04
and
10:04
center
10:04
and
10:05
allow
10:05
them
10:05
to
10:06
talk
10:06
about
10:06
why
10:06
they're
10:07
picking
10:07
the
10:07
products
10:07
that
10:08
they
10:08
are
10:08
and
10:08
then
10:08
let
10:09
the
10:09
merchants
10:09
kind
10:09
of
10:09
duke
10:09
it
10:10
out
10:10
in
10:10
terms
10:10
of
10:10
who's
10:11
the
10:11
best
10:11
influencer
10:12
inside
10:12
those
10:12
organizations.
10:13
That's
10:13
where
10:13
I
10:13
see
10:14
this
10:14
going
10:14
in
10:14
the
10:14
long
10:14
run.
10:15
So
10:15
tell
10:15
me
10:15
more
10:16
a
10:16
little
10:16
bit
10:16
about
10:16
what
10:16
that
10:16
looks
10:17
like
10:17
in
10:17
the
10:17
physical
10:18
bricks
10:19
and
10:19
mortar
10:19
store
10:19
sense.
10:20
Chris,
10:20
like
10:20
elaborate
10:21
on
10:21
that
10:21
for
10:21
me
10:21
because
10:21
I'm,
10:22
I
10:22
get
10:23
where
10:23
you're
10:23
going,
10:23
but
10:24
like,
10:24
yeah,
10:24
what
10:24
does
10:24
that
10:25
feel
10:25
like,
10:25
look
10:25
like
10:26
in
10:26
your
10:26
mind?
10:27
Yeah.
10:28
So
10:28
if
10:28
I
10:28
was
10:28
going
10:28
to
10:28
activate
10:29
this
10:29
today,
10:29
like
10:29
say
10:30
if
10:30
I
10:30
was
10:30
back
10:30
at
10:30
Target
10:30
and
10:30
I
10:31
was
10:31
running
10:31
home
10:31
furnishings,
10:31
I
10:32
would
10:32
be
10:32
like,
10:32
okay,
10:33
all
10:33
right,
10:34
I've
10:34
got,
10:34
you
10:34
know,
10:34
I
10:34
think
10:35
at
10:35
the
10:35
time,
10:35
50,
10:36
60
10:36
buyers
10:37
under
10:37
me.
10:37
And
10:37
they're
10:38
all
10:38
picking
10:38
products,
10:38
right?
10:39
Yeah,
10:39
and
10:39
they're
10:39
all
10:40
picking
10:40
products.
10:40
And
10:40
they
10:40
all
10:41
understand,
10:41
they
10:41
should
10:42
understand
10:42
their
10:42
categories
10:43
better
10:43
than
10:43
the
10:44
average
10:44
consumer.
10:44
That's
10:45
why
10:45
they
10:45
have
10:45
the
10:45
jobs
10:46
that
10:46
they
10:46
have.
10:47
So
10:47
I
10:47
would
10:47
go,
10:48
so
10:48
I
10:48
would
10:48
go
10:48
to
10:48
my
10:49
marketing
10:49
team
10:49
and
10:49
be
10:49
like,
10:50
all
10:50
right,
10:50
putting
10:50
out
10:51
an
10:51
rfi,
10:51
RFP
10:52
to
10:52
a
10:52
PR
10:52
agency
10:53
that's
10:53
going
10:53
to
10:54
put
10:54
our
10:54
merchants
10:55
in
10:56
the
10:56
role
10:56
of
10:56
influencer,
10:57
get
10:57
them
10:57
a
10:58
marketing
10:58
campaign,
10:58
get
10:59
them,
11:01
put
11:01
our
11:01
marketing
11:01
dollars
11:02
behind
11:02
them
11:02
because
11:02
like,
11:03
if
11:03
they
11:03
try
11:03
to
11:03
do
11:03
it
11:03
on
11:03
their
11:04
own,
11:04
it's
11:04
not
11:04
going
11:04
to
11:04
go
11:05
anywhere.
11:05
But
11:05
they
11:05
could
11:05
do
11:06
it
11:06
with
11:06
the
11:06
power
11:06
of
11:06
Target
11:07
or
11:07
Walmart
11:07
behind
11:08
them.
11:08
It
11:08
becomes
11:08
really
11:09
powerful
11:09
and
11:10
they
11:10
can
11:10
become
11:10
celebrities
11:11
in
11:11
their
11:11
own
11:12
right
11:12
to
11:13
the
11:13
advantage
11:13
of
11:13
the
11:13
companies.
11:14
Right.
11:15
That
11:15
might
11:15
make
11:16
the
11:16
job
11:17
of
11:17
buyer
11:17
a
11:18
little
11:18
bit
11:18
more
11:18
appealing
11:18
than
11:19
it
11:19
is
11:19
right
11:19
now.
11:22
Those
11:22
teams
11:23
are
11:23
under
11:24
it
11:25
right
11:25
now
11:25
just
11:25
trying
11:26
to
11:26
sort
11:26
through
11:27
everything
11:27
that
11:27
they're.
11:28
Everything
11:28
that's
11:29
going
11:29
on
11:29
right
11:29
now,
11:29
100%.
11:30
And
11:30
then
11:30
also
11:31
it
11:31
gets.
11:31
Helps
11:31
the
11:31
rubber
11:32
meet
11:32
the
11:32
road
11:32
too,
11:32
because
11:32
a
11:33
lot
11:33
of
11:33
merchandising
11:33
success
11:34
is
11:34
based
11:34
on
11:34
who,
11:35
how
11:35
you
11:35
operate,
11:36
how
11:36
you
11:36
operate
11:37
Politically,
11:37
where
11:38
this
11:38
could
11:38
actually
11:38
be
11:38
determined
11:39
by
11:39
who
11:40
actually
11:40
has
11:40
the
11:40
most
11:40
followers,
11:41
who
11:41
brings
11:42
in
11:42
the
11:42
most
11:42
commissions.
11:43
Like
11:43
right
11:43
it,
11:43
right.
11:44
It
11:44
turns
11:45
everything
11:45
on
11:45
its
11:45
head.
11:45
So
11:46
I
11:46
think,
11:46
I
11:46
think
11:46
there's
11:46
a
11:47
there,
11:47
there.
11:47
It's
11:47
just
11:47
a
11:48
question
11:48
of
11:48
who's
11:48
going
11:48
to
11:48
bite
11:48
the
11:49
bullet
11:49
and
11:49
do
11:49
it.
11:49
It'll
11:50
be
11:50
the
11:50
startups
11:50
first
11:51
and
11:51
they'll
11:51
come
11:51
up
11:51
with
11:51
this
11:52
idea
11:52
and
11:52
go
11:52
after
11:52
it,
11:52
which
11:53
is
11:53
what
11:53
they
11:53
do
11:53
already.
11:54
That's
11:54
the
11:54
funny
11:55
thing
11:55
about
11:55
it.
11:56
Right.
11:56
Yeah.
11:56
Well,
11:57
so
11:57
I,
11:58
I
11:58
love
11:59
that
11:59
concept
12:00
and
12:00
thought
12:00
and
12:00
I'm
12:01
excited
12:01
to
12:01
see
12:01
that
12:01
kind
12:02
of
12:02
take
12:02
shape
12:02
and
12:02
especially
12:03
what
12:03
that.
12:03
And
12:04
if
12:04
that
12:04
ends
12:05
up
12:05
working
12:05
and
12:05
if
12:05
that's
12:06
a,
12:06
a
12:06
tool
12:07
to
12:07
acquire
12:08
new
12:08
teams
12:09
within
12:09
retailers
12:10
that
12:10
are,
12:11
excuse
12:11
me,
12:12
have
12:12
much
12:12
more
12:12
dimension
12:13
to
12:13
them
12:13
and
12:13
are
12:13
able
12:14
to
12:14
actually
12:14
do
12:15
some
12:15
things
12:15
that
12:15
allow
12:16
their
12:16
creativity
12:16
to
12:17
come
12:17
through
12:18
as
12:18
well.
12:18
But
12:19
for
12:19
me,
12:20
I
12:20
think
12:20
there
12:20
were
12:20
three
12:21
immediate
12:21
wins
12:22
here
12:23
in
12:23
addition
12:23
to
12:23
what
12:24
you
12:24
talked
12:24
about.
12:25
Number
12:25
one,
12:25
I
12:26
think
12:26
from
12:26
a
12:26
marketing
12:27
angle,
12:27
what
12:27
Best
12:27
Buy
12:28
doing
12:28
here
12:28
is
12:28
doing
12:28
here
12:29
is
12:29
really
12:30
smart
12:30
because
12:31
I
12:31
think
12:31
you
12:31
start
12:31
to
12:32
look
12:32
at
12:32
how
12:32
this
12:33
influencer
12:34
economy
12:35
is
12:35
going
12:35
to
12:35
start
12:35
to
12:36
shape
12:36
how
12:37
marketing
12:37
spend
12:38
is,
12:38
is,
12:39
is
12:40
done
12:40
in
12:41
these
12:41
retail
12:41
organizations.
12:42
Because
12:42
I
12:42
don't
12:43
think
12:43
you're
12:43
throwing
12:43
as
12:43
much
12:44
money
12:44
in
12:44
this
12:44
case
12:45
at
12:45
traditional
12:45
marketing
12:46
spending
12:46
tactics.
12:46
You're
12:47
not
12:47
throwing
12:47
money
12:47
at
12:47
TV
12:48
ads
12:48
that,
12:49
and
12:49
crossing
12:49
your
12:49
fingers
12:49
that
12:50
you
12:50
see
12:50
a
12:50
sales
12:50
lift
12:51
afterward.
12:51
The
12:52
best
12:52
thing
12:52
that
12:53
brands
12:53
can
12:53
do
12:53
right
12:54
now
12:54
to
12:54
stay
12:55
relevant,
12:55
to
12:55
increase
12:55
awareness
12:56
and
12:56
to
12:56
market
12:57
is
12:57
to
12:57
create
12:57
content.
12:58
And
12:58
this
12:59
removes
12:59
Best
13:00
Buys
13:00
duty
13:01
and
13:01
expense
13:02
in
13:02
creating
13:03
this
13:03
content
13:03
and
13:04
becoming
13:04
relevant
13:04
or
13:05
staying
13:05
relevant
13:05
with
13:06
today's
13:06
consumer.
13:07
I
13:07
think
13:07
that,
13:08
you
13:08
know,
13:08
they're
13:08
only
13:09
paying
13:09
influencers.
13:10
When
13:10
sales
13:10
are
13:11
made
13:11
here,
13:11
the
13:12
sales
13:12
are
13:12
directly
13:13
attributable
13:14
to
13:14
those
13:14
influencers.
13:15
I
13:15
think
13:15
this
13:16
just
13:16
kind
13:16
of
13:16
shakes
13:17
up
13:17
exactly
13:18
how
13:18
they're
13:19
marketing
13:19
to
13:19
consumers
13:20
and,
13:20
and
13:20
for
13:21
the
13:21
better.
13:21
I
13:21
think
13:22
the
13:22
second
13:22
thing
13:22
to
13:22
pay
13:23
attention
13:23
to
13:23
is
13:23
search.
13:24
Now
13:24
when
13:25
you
13:25
think
13:25
about
13:25
where
13:25
people
13:26
are
13:26
discovering
13:27
products
13:27
now,
13:28
not
13:28
only
13:29
when
13:29
I
13:29
go
13:29
to
13:30
Perplexity
13:31
or
13:31
Google
13:31
or
13:32
wherever
13:32
I'm
13:32
going
13:32
to
13:33
search
13:33
these
13:33
products,
13:34
I'm.
13:35
Best
13:35
Buy
13:35
is
13:35
showing
13:36
up
13:36
in
13:36
those
13:36
search
13:36
results
13:37
and
13:37
the
13:38
influencers
13:38
are
13:38
showing
13:39
up
13:39
in
13:39
the
13:39
search
13:39
results.
13:40
And
13:40
I
13:40
think
13:40
that
13:40
just
13:41
boosts
13:41
both
13:42
Best
13:42
Buy
13:42
and
13:43
the
13:43
influencers
13:44
relevance
13:45
and
13:45
allows
13:46
you
13:46
again
13:47
to
13:47
show
13:48
up
13:48
in
13:48
more
13:48
places
13:49
where
13:49
people
13:49
are
13:50
looking
13:50
to
13:50
discover
13:50
content.
13:51
And
13:51
then
13:52
finally,
13:52
I
13:52
think
13:53
scaled
13:54
content
13:54
is
13:54
another
13:55
thing
13:55
here
13:55
for
13:56
these
13:56
influencers.
13:56
They're
13:57
only
13:57
creating
13:57
one
13:57
video.
13:58
They're
13:58
taking
13:58
the
13:58
content
13:59
that
13:59
they're
13:59
already
13:59
producing
14:00
and
14:00
then
14:00
they're
14:00
able
14:01
to
14:01
distribute
14:01
that
14:02
now
14:02
across
14:02
all
14:03
of
14:03
Best
14:03
Buys
14:03
platforms
14:04
and
14:04
make
14:04
more
14:05
money
14:05
on
14:05
it.
14:05
And
14:05
they're
14:05
not
14:06
capped.
14:06
They
14:07
can,
14:07
you
14:07
know,
14:07
like,
14:07
this
14:08
is
14:08
endless
14:08
possibility
14:09
for
14:09
them
14:10
as
14:10
influencers.
14:10
So
14:11
I
14:11
think
14:11
those
14:12
are
14:12
three
14:12
areas
14:12
that
14:13
I'm
14:13
really
14:13
keen
14:14
to
14:14
follow.
14:15
You
14:15
know
14:15
what
14:15
Best
14:16
Buy
14:16
is
14:16
doing,
14:16
what
14:16
Dick's
14:17
Sporting
14:17
Goods
14:17
is
14:17
doing
14:18
and
14:18
just
14:18
kind
14:18
of
14:18
how
14:18
this
14:19
whole
14:19
thing
14:19
evolves
14:20
and
14:20
what
14:20
that
14:20
does
14:21
to
14:21
our
14:21
industry
14:22
as
14:22
a
14:22
whole.
14:23
Yeah.
14:23
You
14:24
know,
14:24
and
14:24
I
14:24
got
14:24
to
14:24
call
14:24
you
14:25
out
14:25
for
14:25
something
14:25
there
14:25
that
14:25
you
14:26
just
14:26
said.
14:26
You
14:26
know
14:26
what
14:26
it
14:26
was,
14:27
what
14:28
you
14:28
said?
14:29
Duty.
14:30
Duty.
14:31
Duty.
14:32
Did
14:33
I?
14:33
Duty.
14:33
Duty.
14:34
You
14:35
said
14:35
duty.
14:35
Yes,
14:37
duty.
14:38
Duty.
14:38
And
14:38
duty
14:39
for.
14:39
Duty
14:40
for
14:40
Beavis
14:40
and
14:40
Butthead
14:41
fans
14:41
and
14:41
duty
14:41
for
14:41
tariffs.
14:42
So
14:42
very,
14:42
very
14:43
apropos
14:43
timing.
14:44
And
14:44
you
14:44
said
14:44
duty.
14:45
All
14:45
right.
14:45
Hey,
14:46
all
14:46
right,
14:46
all.
14:47
Yeah,
14:47
but
14:47
I
14:47
agree
14:48
with
14:48
you
14:48
100%.
14:48
I
14:49
agree
14:49
with
14:49
you
14:49
100%.
14:49
The
14:49
one
14:50
caveat
14:50
I
14:50
would
14:50
have
14:50
in
14:50
this
14:51
story,
14:51
though,
14:51
is
14:52
you
14:52
still
14:53
got
14:53
to
14:53
get
14:53
traffic
14:53
to
14:53
these
14:53
pages.
14:54
Right.
14:54
So
14:54
the
14:54
first
14:54
thing,
14:55
the
14:55
first
14:55
and
14:55
foremost
14:56
thing
14:56
that
14:56
that
14:56
Best
14:57
Buy
14:57
needs
14:57
to
14:57
do
14:58
is
14:58
to
14:58
make
14:59
the
14:59
conversion
14:59
of
14:59
the
15:00
sale
15:00
and
15:00
social
15:00
commerce
15:01
easy
15:01
for
15:01
these
15:02
influencers,
15:02
which
15:02
I
15:02
imagine
15:03
it's
15:03
thinking
15:03
about.
15:04
But
15:04
this
15:04
gives
15:04
them
15:05
an
15:05
easy
15:06
landing
15:06
spot
15:07
for
15:07
that
15:07
to
15:07
happen
15:07
too.
15:07
So
15:08
that's
15:08
part
15:08
of.
15:08
Well,
15:08
and.
15:09
And
15:09
data
15:09
to
15:09
support
15:09
it.
15:10
Like
15:10
they'll
15:10
know
15:10
quickly
15:11
if
15:11
it's
15:11
not
15:11
working.
15:12
Like
15:12
they'll
15:12
be
15:12
able
15:13
to
15:13
see
15:13
like
15:13
this
15:14
person
15:14
was
15:15
not
15:15
able
15:15
to
15:15
sell
15:15
or
15:16
this
15:16
person's
15:16
not
15:16
converting.
15:17
And
15:17
it.
15:17
It
15:18
allows
15:18
like
15:19
pinpoint
15:19
that
15:20
to
15:20
an
15:20
exact
15:20
degree
15:20
where
15:21
with
15:21
TV
15:22
or
15:22
with
15:22
out
15:22
of
15:23
home
15:23
or
15:23
some
15:23
of
15:23
these
15:23
other
15:23
traditional
15:24
radio
15:24
ads,
15:25
whatever
15:25
it
15:25
might
15:25
be.
15:26
Like
15:26
you
15:26
don't
15:27
have
15:27
the
15:28
specificity
15:28
that
15:29
you
15:29
get
15:29
with
15:29
these
15:30
types
15:30
of
15:30
campaigns.
15:30
So
15:31
I
15:31
love
15:31
it.
15:32
Great
15:32
point.
15:32
All
15:33
right,
15:33
all
15:33
right.
15:33
Headline
15:34
number
15:34
two.
15:35
Old
15:35
Navy
15:35
is
15:36
partnering
15:36
with
15:36
Radar
15:37
for
15:37
the
15:37
rollout
15:38
of
15:38
its
15:38
AI
15:39
powered
15:39
RFID
15:40
technology
15:41
according
15:41
to
15:41
chain
15:41
storage
15:42
in
15:42
a
15:42
multi
15:43
year
15:43
phase
15:44
rollout
15:44
of
15:45
indeterminate
15:45
length.
15:45
I
15:46
would,
15:46
I
15:46
might
15:46
add.
15:47
Old
15:47
Navy
15:47
has
15:47
tapped
15:48
Radar
15:48
to
15:48
implement
15:49
its
15:49
real
15:49
time
15:49
inventory
15:50
tracking
15:50
technology
15:51
into
15:51
more
15:51
than
15:52
1200
15:52
stores
15:53
nationwide.
15:54
Radar's
15:54
RFID
15:55
and
15:55
AI
15:56
platform,
15:56
which
15:57
uses
15:57
overhead
15:58
scanners
15:58
that
15:58
are
15:59
always
15:59
on
15:59
and
16:00
constantly
16:00
tracking
16:01
garments
16:01
embedded
16:02
with
16:02
RFID
16:02
chips,
16:03
helps
16:03
Old
16:03
Navy
16:04
to
16:04
precisely
16:05
manage
16:05
inventory
16:06
and
16:06
give
16:06
store
16:07
associates
16:08
the
16:08
real
16:08
time
16:08
information
16:09
they
16:10
need
16:10
to
16:11
instantly
16:11
find
16:11
products
16:12
anywhere
16:12
in
16:12
the
16:13
store
16:13
from
16:13
the
16:13
sales
16:14
floor
16:14
to
16:14
the
16:15
back
16:15
room.
16:16
And
16:17
a
16:17
1200
16:18
store
16:18
rollout
16:19
seems
16:19
pretty
16:19
aggressive
16:20
to
16:20
me.
16:21
If
16:21
you
16:21
were
16:21
a
16:22
betting
16:22
woman,
16:23
what
16:24
do
16:24
you
16:24
think
16:24
the
16:24
odds
16:25
are
16:25
that
16:25
this
16:26
tech
16:26
actually
16:27
reaches
16:27
all
16:28
1200
16:29
Old
16:29
Navy
16:30
stores?
16:31
What
16:31
are
16:31
the
16:31
odds?
16:33
Okay.
16:33
I
16:33
don't
16:34
think
16:34
I
16:34
have
16:34
enough
16:34
data
16:35
to
16:35
make
16:35
this
16:36
bet.
16:37
And
16:37
so
16:37
that's
16:37
why.
16:38
Come
16:38
on.
16:39
Because.
16:39
Because
16:40
I
16:40
think
16:40
that
16:40
there's
16:41
a
16:41
major
16:42
missing
16:42
piece
16:43
from
16:43
this
16:43
story.
16:44
And
16:44
I
16:44
did
16:44
as
16:45
much
16:45
digging
16:45
as
16:45
I
16:46
could
16:46
in
16:46
prep
16:46
for
16:46
this
16:47
show,
16:48
but
16:48
all
16:48
I
16:49
could
16:49
find
16:49
is
16:49
that
16:50
radars
16:50
in
16:50
600
16:51
stores.
16:52
American
16:52
Eagle
16:52
being
16:53
one
16:53
of
16:53
those.
16:54
But
16:54
we
16:54
don't
16:54
know.
16:55
Like,
16:55
have
16:55
they
16:56
tested
16:56
this
16:57
at
16:57
Old
16:57
Navy
16:57
already?
16:58
How
16:58
is
16:58
this
16:59
working?
16:59
Like,
16:59
what's
17:00
happening?
17:00
What's
17:01
the
17:01
phased
17:01
rollout
17:02
of
17:02
1200
17:02
stores
17:03
looks
17:03
like?
17:03
I
17:03
think
17:04
there's
17:04
a
17:04
lot
17:04
of
17:04
data
17:05
to
17:05
me
17:05
that's
17:05
missing
17:06
that
17:07
will,
17:07
that
17:07
will
17:08
determine
17:08
whether
17:09
or
17:09
not
17:09
this
17:09
is
17:09
going
17:10
to
17:10
be
17:10
successful.
17:11
But
17:12
I
17:12
will
17:13
say
17:13
I
17:14
think
17:14
the
17:14
case
17:14
is
17:14
definitely,
17:15
definitely
17:15
can
17:16
be
17:16
made
17:17
for
17:17
this
17:17
to
17:17
expand
17:18
out
17:18
to
17:18
all
17:19
1200
17:19
stores.
17:20
Because
17:21
obviously
17:21
we
17:22
all
17:22
know
17:22
Old
17:22
Navy
17:23
is
17:23
the
17:23
best
17:23
performing
17:24
brand
17:24
under
17:25
the
17:25
Gap
17:25
Inc.
17:26
Umbrella.
17:27
And
17:27
I'd
17:27
be
17:27
willing
17:27
to
17:28
bet
17:28
that
17:28
they
17:29
could
17:29
do
17:29
even
17:29
more
17:30
sales
17:30
than,
17:31
you
17:31
know,
17:31
whatever
17:31
the.
17:32
They
17:32
were
17:32
the
17:32
top
17:33
performing
17:33
sales
17:34
revenue
17:35
or
17:35
revenue
17:36
driver
17:36
this
17:37
year
17:37
in
17:38
gaps
17:38
latest
17:39
reporting.
17:39
I
17:40
think
17:40
if
17:40
you
17:40
could
17:40
find
17:41
more
17:41
of
17:41
that
17:41
product.
17:42
Exactly
17:43
what
17:43
Lily
17:43
AI,
17:44
CEO
17:44
of
17:44
Purva
17:44
Gupta,
17:45
told
17:45
us.
17:45
If
17:45
you
17:45
can
17:46
find
17:46
more
17:46
product,
17:47
then
17:47
there
17:47
you
17:47
can
17:47
buy
17:48
more
17:48
product.
17:48
And
17:48
I
17:49
would
17:49
be
17:49
willing
17:49
to
17:49
bet
17:49
that
17:50
that
17:50
is
17:50
a
17:50
major
17:51
issue
17:51
right
17:51
now
17:52
for
17:52
Old
17:52
Navy
17:53
stores
17:53
is
17:53
that
17:53
there's
17:54
so
17:54
much
17:54
stuff
17:55
in
17:55
there
17:55
that
17:56
it's
17:56
really
17:56
hard
17:57
for
17:57
both
17:57
consumers
17:58
to
17:58
find
17:58
it
17:58
when
17:58
they're
17:59
in
17:59
store
17:59
and.
18:00
And
18:00
for
18:00
them
18:00
to
18:00
sell
18:01
product
18:01
from
18:01
the
18:02
stores
18:02
online
18:03
and
18:03
know
18:04
exactly,
18:04
like,
18:05
how
18:05
much
18:05
inventory
18:05
they
18:06
have.
18:06
So
18:06
I
18:07
think
18:07
this
18:07
definitely
18:08
will
18:08
help
18:08
them
18:08
achieve
18:09
that
18:09
and
18:09
I
18:09
think
18:10
could
18:10
increase
18:10
sales
18:10
for
18:11
Old
18:11
Navy,
18:12
but
18:12
I
18:13
still
18:13
feel
18:13
like
18:13
I
18:14
can't
18:14
put
18:14
an
18:14
exact.
18:15
Like,
18:15
yes,
18:16
this.
18:16
I
18:16
would
18:16
not
18:16
put
18:17
any
18:17
bets
18:17
on
18:17
it
18:17
yet
18:18
because
18:18
I
18:18
feel
18:18
like
18:18
I
18:18
still
18:19
need
18:19
more
18:19
information.
18:20
But.
18:20
So
18:21
you're.
18:21
You're
18:21
essentially
18:22
punting.
18:22
You're
18:22
punting
18:23
on
18:23
the.
18:23
I'm
18:23
punting.
18:24
What
18:24
is
18:24
the
18:24
probability
18:25
that
18:25
this
18:25
rolls
18:25
out
18:26
to
18:26
1200
18:26
stores?
18:26
Really?
18:27
You're
18:27
punting?
18:28
Okay,
18:28
all
18:28
right.
18:29
I
18:29
do.
18:29
I
18:30
think
18:30
there's
18:30
more
18:30
information
18:31
that
18:31
I
18:31
need.
18:32
And,
18:32
and
18:32
I
18:32
mean,
18:33
Spencer,
18:33
the
18:33
guy
18:33
that
18:34
the
18:34
CEO
18:34
of
18:34
Radar,
18:35
super
18:36
smart
18:36
dude,
18:36
like
18:37
one
18:37
of
18:37
the
18:37
most
18:37
super
18:37
smart
18:39
people
18:39
I've
18:39
ever
18:40
talked
18:40
to.
18:41
But
18:42
only
18:42
600
18:43
stores
18:43
in
18:43
the
18:44
US
18:44
feels
18:44
like
18:44
a
18:44
small
18:45
number
18:45
for
18:45
as
18:45
long
18:46
as
18:46
he's
18:46
been
18:46
around.
18:47
So,
18:48
yeah,
18:49
I
18:49
just,
18:49
I
18:49
don't
18:49
have
18:49
enough
18:50
data
18:50
to
18:50
support
18:50
it,
18:50
Chris.
18:51
I'm
18:51
sorry,
18:51
you
18:51
don't
18:51
have
18:52
enough
18:52
data.
18:52
To
18:52
make
18:52
a
18:53
guess?
18:53
Okay.
18:53
I
18:54
don't
18:54
I
18:54
don't
18:54
have
18:55
enough
18:55
data
18:55
to
18:55
make
18:55
an
18:56
educated
18:56
guess
18:56
where
18:57
I'd
18:57
be
18:57
willing
18:57
to
18:57
put
18:58
mortgage
18:59
my
18:59
home
18:59
to
18:59
places.
19:00
Let's
19:00
just
19:01
say
19:01
that
19:02
I
19:02
would
19:03
never
19:03
ask
19:03
you
19:03
to
19:03
do
19:03
that
19:03
on
19:04
this
19:04
show
19:04
and
19:05
okay,
19:05
but
19:06
so
19:06
basically
19:06
your
19:06
point
19:06
is
19:07
to
19:07
recap,
19:08
your
19:08
point
19:08
is
19:08
you
19:09
like
19:09
the
19:09
idea
19:10
and
19:10
concept.
19:10
Like
19:11
we've
19:11
talked
19:11
about
19:11
a
19:12
lot
19:12
on
19:12
this
19:12
show
19:12
and
19:12
the
19:12
value
19:13
of
19:13
it.
19:13
Yes.
19:14
Yeah.
19:14
Can
19:15
make
19:15
a
19:15
determination
19:15
on
19:16
whether
19:16
radar
19:16
is
19:16
the
19:16
right
19:17
bet
19:17
or
19:17
if
19:17
we'll
19:17
see
19:18
this
19:18
in
19:18
1200
19:18
stores.
19:19
Okay,
19:19
well,
19:19
I'll
19:20
be
19:20
a
19:20
little
19:20
more.
19:20
I'll
19:21
be
19:21
a
19:21
little
19:21
more
19:21
pinpointed
19:22
and
19:22
exact,
19:23
which
19:23
is
19:23
probably
19:24
my
19:24
reputation
19:24
on
19:24
this
19:25
show
19:25
too.
19:25
Relatively
19:26
speaking.
19:27
I
19:27
give
19:27
it
19:27
almost
19:27
zero
19:28
percent
19:28
chance
19:28
of
19:28
happening,
19:29
man.
19:30
And
19:30
at
19:31
all?
19:31
Like,
19:32
like
19:33
zero.
19:33
At
19:33
all.
19:34
Zero.
19:34
There's
19:34
no
19:34
way.
19:35
Not
19:35
no
19:35
rollout.
19:36
No
19:36
rollout
19:37
or
19:37
you
19:37
think
19:37
it'll
19:37
be.
19:38
No,
19:38
no,
19:38
no.
19:38
I
19:38
just
19:38
think
19:38
it
19:39
doesn't
19:39
get
19:39
to
19:39
1200
19:40
stores
19:40
like
19:40
they're
19:40
saying.
19:41
And
19:42
there's
19:42
a
19:42
lot
19:42
of
19:42
reasons
19:43
I
19:43
say
19:43
that.
19:43
I
19:43
mean
19:43
like
19:44
first
19:44
of
19:44
all,
19:44
you
19:44
said
19:44
Spencer's
19:45
a
19:45
really
19:45
smart
19:45
guy.
19:45
He
19:45
is.
19:45
We've
19:46
met
19:46
him,
19:46
we've
19:46
talked
19:46
to
19:46
him.
19:46
He's
19:47
also.
19:47
It's
19:47
also
19:47
a
19:47
Y
19:48
combinator
19:48
back
19:48
company
19:49
which
19:49
is
19:49
a
19:49
good
19:49
feather
19:50
in
19:50
your
19:50
cap.
19:50
So
19:50
they
19:51
got
19:51
that
19:51
going
19:51
for
19:51
them
19:51
as
19:52
well.
19:52
But
19:53
the,
19:54
the
19:54
second
19:54
part
19:54
of
19:54
this
19:55
too
19:55
is
19:55
like
19:55
the
19:56
solution
19:56
as
19:56
it
19:56
was
19:56
shown
19:56
to
19:57
us
19:57
originally,
19:57
use
19:57
computer
19:58
vision.
19:58
So
19:59
I'm
19:59
not
19:59
sure
19:59
if
19:59
that's
19:59
the
20:00
case
20:00
here.
20:00
I
20:00
couldn't
20:00
figure
20:01
that
20:01
out
20:01
for
20:01
many
20:01
of
20:01
the
20:02
articles.
20:02
I
20:03
always
20:03
thought
20:03
that
20:03
was
20:03
a
20:03
little
20:03
over
20:04
engineered
20:04
for
20:05
what
20:05
you
20:05
need
20:05
to
20:05
do
20:06
in
20:06
the
20:06
apparel
20:06
space
20:07
as
20:07
well.
20:08
And
20:09
third,
20:09
this
20:09
is
20:09
like
20:10
the
20:10
last
20:10
point
20:10
I
20:10
would
20:10
make
20:10
is
20:11
this.
20:11
Make
20:11
on
20:11
this
20:12
based
20:12
on
20:12
how
20:12
they're
20:12
talking
20:13
about
20:13
the
20:13
rollout
20:13
too.
20:13
They're
20:14
saying
20:14
it's
20:14
of
20:14
an
20:14
indeterminate
20:15
length
20:15
basically
20:16
if
20:16
you
20:16
read
20:16
between
20:16
the
20:17
headlines.
20:17
Yeah.
20:18
And
20:19
so
20:19
that
20:19
it
20:19
feels
20:19
like
20:20
you're
20:20
buying
20:20
promise
20:21
versus
20:21
reality.
20:21
To
20:22
your
20:22
point.
20:22
They've
20:22
only,
20:23
you
20:23
know,
20:23
tested
20:23
this
20:23
in
20:24
a
20:24
small
20:24
number
20:24
of
20:24
stores
20:25
so
20:25
far.
20:25
And
20:26
RFID
20:26
isn't
20:26
anything
20:27
new.
20:27
There's
20:27
a
20:28
lot
20:28
of
20:28
companies
20:28
that
20:28
have
20:29
been
20:29
trying
20:29
to
20:29
do
20:30
it
20:30
for
20:31
a
20:31
long
20:31
time.
20:31
They've
20:32
been
20:32
trying
20:32
to
20:32
crack
20:32
the
20:32
code
20:33
on
20:33
it.
20:33
So
20:33
like
20:34
why
20:34
does.
20:34
What
20:34
is
20:35
radar
20:35
doing
20:35
that?
20:36
Others
20:36
aren't
20:36
doing
20:36
that.
20:37
They've
20:37
suddenly
20:37
cracked
20:38
the
20:38
code
20:38
out
20:38
of
20:39
nowhere
20:39
on
20:39
that
20:39
old
20:40
Navy
20:40
saying
20:40
we're
20:40
going
20:40
to
20:40
invest
20:41
this
20:41
capital
20:42
at
20:42
a
20:42
time
20:42
where
20:42
capital
20:43
is
20:43
hard
20:43
to
20:43
come
20:43
by
20:44
into
20:44
1200
20:45
stores.
20:45
And
20:46
honestly,
20:46
when
20:46
I
20:46
go
20:46
to
20:46
their
20:47
webpage
20:47
too.
20:48
Goradar.com
20:49
you
20:49
can
20:49
check
20:49
it
20:50
out
20:50
folks.
20:50
It's
20:51
pretty
20:51
much
20:51
a
20:51
static
20:52
page
20:52
and
20:53
it's
20:53
not
20:53
emblematic
20:54
of
20:54
a
20:55
company
20:55
that
20:55
I
20:55
think
20:56
would
20:56
be
20:56
ready
20:57
for
20:57
a
20:57
1200
20:58
store
20:58
rollout.
20:58
Oh
20:58
my
20:59
God.
20:59
I
20:59
could
20:59
say,
20:59
I
20:59
could
21:00
argue,
21:00
okay,
21:00
maybe
21:00
this
21:01
is
21:01
their
21:01
second
21:01
big
21:01
client.
21:02
They
21:02
haven't
21:02
invested
21:03
in
21:03
that,
21:03
that's
21:03
fine.
21:04
But
21:04
I
21:04
don't
21:05
know
21:05
and
21:05
I
21:05
hope
21:06
they
21:06
prove
21:06
me
21:06
wrong,
21:06
honestly,
21:07
and
21:07
I
21:07
hope
21:07
they
21:07
do.
21:08
But
21:08
if
21:08
I'm
21:09
Old
21:09
Navy
21:09
and
21:09
I'm
21:10
Gap
21:10
Inc's
21:10
cfo,
21:11
I'm
21:12
watching
21:12
this
21:12
really
21:13
closely
21:13
and
21:14
possibly
21:14
even
21:15
digging
21:15
in
21:15
a
21:16
bit
21:16
more
21:16
to
21:16
it
21:16
as
21:17
well.
21:17
That
21:17
that's
21:17
my
21:18
take
21:18
here.
21:18
Like,
21:19
I
21:19
want
21:19
to
21:19
make
21:19
sure
21:19
I'm
21:20
not
21:20
over
21:20
committing
21:21
to
21:21
this
21:21
idea
21:21
based
21:22
on,
21:22
you
21:22
know,
21:23
on,
21:23
on,
21:24
on
21:24
where
21:24
things
21:24
stand.
21:24
But
21:25
go
21:25
ahead.
21:26
Even
21:26
if
21:26
it's
21:27
just
21:27
RFID
21:27
alone,
21:28
like
21:28
you
21:28
don't
21:28
think
21:29
this
21:29
is
21:29
a
21:29
smart
21:29
investment
21:30
for
21:30
Old
21:30
Navy
21:30
to
21:30
be
21:31
making
21:32
just
21:32
rfid?
21:33
I
21:34
think
21:34
it
21:34
is,
21:34
but
21:34
I
21:34
think
21:34
to
21:35
go,
21:35
I
21:35
think
21:35
it
21:35
is.
21:35
But
21:35
to
21:36
go
21:36
bold
21:36
and
21:36
say
21:36
we're
21:37
going
21:37
to,
21:37
we're
21:37
going
21:37
to
21:37
lock
21:38
ourselves
21:38
in
21:38
to
21:38
1200
21:39
stores
21:39
with
21:40
this
21:40
RFID
21:41
provider,
21:42
I
21:42
think,
21:43
I
21:43
think
21:43
that's
21:44
an
21:44
aggressive
21:44
pitch
21:45
for
21:45
me
21:45
and
21:45
that's
21:46
why
21:46
we
21:46
do
21:46
what
21:46
we
21:46
do
21:47
to
21:47
kind
21:47
of
21:47
read
21:47
between
21:47
the
21:47
headlines
21:48
here,
21:48
like
21:48
are
21:48
they
21:49
really
21:49
going
21:49
to
21:49
1200
21:50
stores
21:50
or
21:50
are
21:50
they
21:50
really
21:51
still
21:51
in
21:51
the
21:51
experimentation
21:52
stage
21:52
on
21:53
understanding
21:53
how
21:53
this
21:53
rolls
21:54
out?
21:54
And
21:54
I
21:54
think
21:54
they're
21:55
decidedly
21:56
in
21:56
the
21:56
former
21:56
and
21:57
I'd
21:57
be
21:57
surprised
21:58
to
21:58
see
21:58
it
21:58
actually
21:58
get
21:58
to
21:58
1200
21:59
stores
21:59
in
21:59
the
21:59
long
22:00
run.
22:00
So
22:01
your,
22:01
your
22:02
approach
22:02
would
22:02
be
22:03
you
22:03
should
22:03
go,
22:03
you
22:04
should
22:04
be
22:04
testing
22:04
this
22:04
with
22:05
multiple
22:05
providers
22:06
before
22:06
you
22:07
choose
22:07
one
22:07
to
22:08
roll
22:08
out
22:08
with.
22:08
Is,
22:09
I
22:09
mean,
22:09
I
22:09
think,
22:10
I
22:10
think
22:10
they,
22:10
I'm
22:11
hope,
22:11
I'm
22:11
hopeful
22:12
I
22:12
will
22:12
give
22:12
Old
22:12
Navy
22:13
credit.
22:13
I'm
22:13
hopeful
22:13
that
22:13
they've
22:14
done
22:14
that.
22:15
I
22:15
would
22:15
just
22:15
be
22:15
a
22:15
little
22:16
more
22:16
cautious
22:16
in
22:16
your
22:17
announcement
22:17
to
22:17
say,
22:18
hey,
22:18
we're
22:18
rolling
22:19
this
22:19
out
22:19
to,
22:20
you
22:20
know,
22:20
the
22:20
next
22:21
tranche
22:21
of
22:22
stores
22:22
because
22:22
it's
22:23
proving
22:23
its
22:23
worth
22:24
versus
22:24
saying,
22:25
hey,
22:25
we're
22:25
going
22:25
to
22:26
1200
22:26
stores
22:26
with,
22:27
with
22:27
this
22:27
company.
22:27
Because
22:28
a
22:28
lot
22:28
of
22:28
these
22:28
can
22:28
spin
22:28
out
22:29
of
22:29
control
22:29
if
22:30
everyone
22:30
gets
22:30
too
22:30
far
22:30
ahead
22:31
of
22:31
themselves
22:31
from
22:32
those
22:32
types
22:32
of
22:32
announcements.
22:34
Okay,
22:34
Chris,
22:34
well,
22:35
let's
22:35
move
22:35
on
22:35
to
22:36
headline
22:36
number
22:36
three
22:37
then.
22:38
Instacart
22:38
has
22:39
introduced
22:39
Will
22:40
Call
22:40
Delivery,
22:41
a
22:41
new
22:41
offering
22:42
tailored
22:42
to
22:42
ensure
22:43
distributors
22:44
can
22:44
meet
22:44
the
22:44
needs
22:45
of
22:45
urgent
22:46
same
22:46
day
22:46
fill
22:47
in
22:47
orders.
22:47
According
22:48
to
22:48
an
22:48
Instacart
22:48
press
22:49
release,
22:49
Will
22:49
Call
22:50
Delivery
22:50
is
22:50
a
22:50
white
22:50
label
22:51
application
22:51
built
22:51
for
22:52
distributors
22:52
to
22:53
streamline
22:53
same
22:53
day
22:53
Ordering
22:54
via
22:54
their
22:54
sales
22:55
reps.
22:55
Customers
22:56
who
22:56
need
22:56
items
22:57
fast
22:57
can
22:57
pick
22:57
up
22:57
their
22:58
phones,
22:58
text,
22:58
or
22:59
call
22:59
their
22:59
sales
22:59
reps
23:00
like
23:00
they
23:00
always
23:00
do.
23:01
And
23:01
sales
23:01
reps
23:02
can
23:02
request
23:02
an
23:03
Instacart
23:03
shopper,
23:04
pick
23:04
up
23:04
items
23:04
from
23:04
the
23:05
warehouse,
23:05
and
23:05
deliver
23:06
it
23:06
to
23:06
their
23:06
end
23:06
customers,
23:07
all
23:07
in
23:08
just
23:08
a
23:08
couple
23:08
of
23:08
clicks.
23:09
Additionally,
23:10
in
23:10
order
23:10
to
23:10
better
23:10
address
23:11
out
23:11
of
23:11
stocks
23:12
or
23:12
service
23:12
customers
23:13
that
23:13
are
23:13
far
23:14
from
23:14
the
23:14
warehouse,
23:15
distributors
23:15
have
23:15
the
23:15
ability
23:16
to
23:16
place
23:16
orders
23:17
from
23:17
retailers
23:17
on
23:18
the
23:18
Instacart
23:18
marketplace
23:19
to
23:19
ensure
23:20
that
23:20
customers
23:20
are
23:21
always
23:21
getting
23:21
the
23:21
product
23:21
they
23:22
need
23:22
quickly.
23:23
Chris,
23:23
you
23:23
spent
23:24
the
23:24
better
23:24
part
23:24
of
23:24
two
23:25
years
23:25
questioning
23:25
Instacart's
23:26
play
23:26
to
23:26
become
23:27
the
23:27
operating
23:27
system
23:28
for
23:28
grocers.
23:29
So
23:29
are
23:29
you
23:29
going
23:30
to
23:30
Poo
23:30
Poo
23:30
will
23:31
call
23:31
delivery
23:32
now
23:32
as
23:32
well.
23:34
Oh,
23:34
we
23:35
had
23:35
duty
23:35
and
23:35
Poo
23:35
Poo
23:36
in
23:36
the
23:36
same
23:36
podcast,
23:37
Dan.
23:37
Oh,
23:37
my
23:37
God.
23:38
I'm
23:38
doing
23:39
a
23:39
podcast
23:39
with
23:39
a
23:39
two
23:39
year
23:40
old.
23:40
This
23:40
is
23:40
ridiculous.
23:41
You
23:41
are.
23:41
Yeah,
23:42
right.
23:42
Hey,
23:43
I'll
23:43
take
23:43
that.
23:44
I'm
23:44
just.
23:45
I'm
23:45
gonna
23:45
actually
23:45
believe
23:45
it.
23:45
I'm
23:45
gonna
23:46
not.
23:46
I'm
23:46
gonna
23:46
surprise
23:46
you.
23:47
I
23:47
think
23:47
I'm
23:47
gonna
23:47
say,
23:47
not
23:47
at
23:47
all.
23:47
I'm
23:48
not
23:48
gonna
23:48
poo
23:48
poo
23:48
this
23:48
at
23:48
all.
23:49
I
23:49
actually
23:50
like
23:50
this
23:50
move,
23:51
and
23:51
I
23:51
think
23:52
I
23:52
like
23:52
it
23:52
because
23:52
it
23:53
scales
23:54
what
23:54
Instacart
23:54
already
23:55
does.
23:55
Well,
23:55
and
23:55
Instacart
23:56
has
23:56
a
23:56
right
23:56
to
23:57
win
23:57
in
23:57
this
23:57
space.
23:58
And
23:58
I
23:58
can
23:58
also
23:59
tell
23:59
you
23:59
from
23:59
firsthand
23:59
experience,
24:00
my
24:00
grandfather
24:01
used
24:01
to
24:01
be
24:02
a
24:02
regional
24:02
food
24:02
distributor.
24:03
And
24:03
by
24:03
regional,
24:04
I
24:04
mean
24:04
very
24:04
regional.
24:05
And
24:06
I
24:06
would
24:06
make
24:06
sales
24:06
calls
24:07
with
24:07
him
24:07
to
24:08
podunk
24:08
bars
24:09
outside
24:10
of
24:10
the
24:10
Quad
24:10
Cities
24:11
in
24:11
Iowa,
24:11
in
24:11
town.
24:12
Oh,
24:12
my
24:12
God,
24:12
you're
24:13
kidding
24:13
me.
24:14
No,
24:14
100%.
24:15
100%.
24:16
And
24:16
we
24:16
would
24:16
deliver
24:16
chips
24:17
and
24:17
soda
24:18
and
24:18
the
24:18
whatnot
24:19
to
24:19
those
24:19
bars.
24:19
Like
24:20
all
24:20
the
24:20
stuff
24:20
clipped
24:21
on
24:21
the
24:21
back
24:21
of
24:21
the
24:21
bars,
24:22
like
24:22
those
24:22
chips
24:23
where
24:23
you're
24:23
like,
24:23
I
24:23
want.
24:24
Yeah,
24:24
that's.
24:25
Yeah,
24:26
yeah.
24:26
He
24:26
had
24:26
a
24:26
little
24:26
delivery
24:27
van,
24:27
like
24:27
he
24:28
was
24:28
like
24:28
a
24:28
one
24:28
person
24:29
operation
24:29
in
24:29
his
24:30
70s
24:30
in
24:31
a
24:31
little
24:31
delivery
24:31
van.
24:32
And.
24:32
And
24:32
you
24:33
know
24:33
what
24:33
he
24:33
would
24:33
do?
24:33
And
24:33
he'd
24:34
run
24:34
out
24:34
of
24:34
things
24:34
and
24:34
he
24:35
would
24:35
honestly,
24:36
he
24:36
would
24:36
hightail
24:37
it
24:37
to
24:37
Sam's
24:37
club,
24:38
buy
24:38
the
24:39
items
24:39
in
24:39
bulk
24:39
because
24:40
he
24:40
wanted
24:40
to
24:40
make
24:40
sure
24:41
he
24:41
kept
24:41
his
24:41
customers
24:42
happy.
24:42
So
24:42
Instacart
24:43
is
24:43
essentially
24:44
playing
24:44
on
24:44
that.
24:45
And
24:45
so
24:46
that's
24:46
real.
24:47
That
24:47
happens.
24:48
So
24:48
I
24:48
think
24:48
there's
24:49
a
24:49
need
24:49
state
24:49
there.
24:50
And
24:50
so,
24:50
yeah,
24:50
I
24:50
like
24:50
it
24:51
for
24:51
that
24:51
reason
24:51
because
24:51
it.
24:52
It
24:52
takes
24:52
what
24:52
they're
24:52
already
24:53
doing
24:53
and
24:53
just
24:54
something
24:54
they
24:55
can
24:55
win
24:55
at.
24:55
I
24:55
think
24:55
it's
24:55
a
24:56
smart.
24:58
That's
24:58
so
24:58
crazy
24:59
because
24:59
I
25:00
was
25:00
thinking
25:00
of
25:00
this
25:01
because
25:01
when
25:01
I
25:01
used
25:01
to
25:01
work
25:02
at
25:02
the
25:02
corn
25:02
stand
25:03
during
25:03
the
25:03
summer.
25:04
All
25:04
right,
25:04
here
25:05
we
25:05
go.
25:05
This
25:06
same
25:06
thing
25:06
would
25:07
happen
25:07
to
25:07
us
25:07
where,
25:08
like,
25:08
we'd
25:08
run
25:08
out
25:08
of
25:09
raspberries,
25:09
and
25:10
so
25:10
we'd
25:10
have
25:10
to
25:10
drive
25:11
across
25:11
the
25:12
highway
25:13
to
25:13
go
25:13
to
25:13
the
25:14
nearest
25:14
grocery
25:14
store,
25:15
buy,
25:16
like,
25:16
25
25:17
packages
25:17
of
25:17
raspberries,
25:18
and
25:18
then
25:18
we'd
25:19
put
25:19
them
25:19
in,
25:19
like,
25:19
the
25:20
corn
25:20
stand,
25:21
like
25:21
the
25:21
little
25:22
bushel
25:22
box,
25:23
like
25:23
farm
25:23
stand
25:24
boxes,
25:24
and
25:25
sell
25:25
them.
25:25
Because
25:26
the
25:26
problem
25:27
ultimately
25:27
was
25:27
if
25:28
we
25:28
didn't
25:28
have
25:28
those
25:29
raspberries,
25:30
you
25:30
know,
25:31
like,
25:31
people
25:31
would
25:32
get
25:32
pissed
25:32
and
25:32
they
25:32
wouldn't
25:33
come
25:33
back
25:33
and
25:33
they
25:34
wouldn't
25:34
come
25:34
to
25:34
our
25:34
corn
25:35
stand.
25:35
And
25:35
so,
25:35
I
25:36
mean,
25:36
that's
25:36
what
25:37
I'm
25:37
thinking
25:37
about
25:37
here.
25:38
Like,
25:38
I
25:38
don't
25:39
think
25:39
this
25:39
is
25:39
a
25:39
permanent
25:40
solution.
25:40
And
25:40
by
25:41
no
25:41
means
25:41
did
25:42
our
25:42
air
25:43
quote
25:43
grandpa
25:44
Bill
25:44
want
25:44
us
25:44
to
25:44
be
25:45
taking
25:45
money
25:45
from
25:45
the
25:46
till
25:46
and
25:46
going
25:46
to
25:46
buy
25:47
raspberries
25:47
that
25:47
come.
25:47
But
25:48
that's
25:48
what
25:48
we
25:48
had
25:48
to
25:49
do.
25:49
Like,
25:49
it
25:50
costs
25:50
you
25:50
more
25:50
money,
25:51
but
25:51
it.
25:51
It
25:52
saves
25:52
you
25:53
customers.
25:53
And
25:53
I
25:53
think
25:54
that's
25:54
the
25:54
key
25:55
thing
25:55
here
25:55
about
25:56
what
25:56
this
25:56
is
25:57
offering.
25:58
You
25:58
know,
25:59
grocers,
25:59
distributors,
26:00
retailers.
26:00
Like,
26:01
it
26:01
keeps
26:01
people
26:02
in
26:02
your.
26:03
In
26:03
your
26:03
ecosystem.
26:04
And
26:04
I
26:04
think
26:05
that's
26:05
so
26:05
important
26:06
now,
26:06
especially
26:08
with
26:08
the
26:08
cost
26:09
of
26:09
goods
26:09
going
26:09
up,
26:09
with
26:10
loyalty
26:10
being
26:10
a
26:11
main
26:11
concern
26:12
for
26:12
a
26:12
retailer
26:13
or
26:13
grocer
26:13
to
26:14
kind
26:14
of
26:14
maintain
26:15
consumers.
26:15
I
26:16
think
26:16
this
26:16
is
26:17
something
26:17
that
26:18
it's
26:19
not
26:19
a
26:19
permanent
26:19
use,
26:20
this
26:20
all
26:20
the
26:20
time
26:21
solution,
26:21
but
26:21
it's
26:21
definitely
26:22
in
26:22
a
26:23
pinch.
26:23
This
26:23
is
26:23
something
26:24
that
26:24
I
26:24
think
26:25
will
26:25
help
26:26
further
26:26
establish
26:26
a
26:27
relationship
26:27
with
26:27
Instacart
26:28
and
26:28
the
26:28
grocers
26:29
and
26:29
then
26:29
also
26:30
ultimately
26:31
with
26:31
the
26:31
grocers
26:31
and
26:31
their
26:32
end
26:32
consumers.
26:32
And.
26:33
And
26:33
it
26:33
keeps
26:33
the
26:34
Instacart
26:34
drivers
26:35
more
26:35
fully
26:35
utilized.
26:36
Like,
26:36
there's
26:37
also
26:37
that
26:37
part
26:37
too.
26:38
Yeah,
26:38
right,
26:39
that
26:39
part
26:39
too.
26:39
And
26:39
my
26:39
hunch
26:39
is
26:39
that
26:40
people
26:40
are
26:40
already
26:40
using
26:40
Instacart
26:41
for
26:41
this
26:41
too.
26:41
Just
26:42
behind
26:42
the
26:42
scenes,
26:42
you
26:42
know,
26:43
it's
26:43
not
26:43
an
26:43
official
26:43
platform,
26:44
probably.
26:45
Yeah.
26:46
But,
26:46
Ann,
26:46
I
26:46
have
26:46
a
26:47
question
26:47
for
26:47
you.
26:47
When
26:47
you
26:47
would
26:48
run
26:48
out
26:48
of
26:48
raspberries
26:49
at
26:49
the
26:49
corn
26:49
stand,
26:50
would
26:50
your
26:50
customers
26:50
give
26:50
you
26:51
an
26:51
earful?
26:51
Would
26:51
they
26:52
give
26:52
you
26:52
an
26:52
earful?
26:53
Like,
26:54
is
26:54
this
26:54
a
26:54
corn
26:54
joke?
26:55
Yeah,
26:55
of
26:56
course
26:56
it
26:56
is.
26:56
They
26:56
would
26:56
give
26:57
you
26:57
an
26:57
earful,
26:58
and
26:58
I
26:58
would
26:58
have
26:59
to
26:59
stop
26:59
reading
26:59
my
27:00
romance
27:00
novel
27:01
and
27:01
have
27:01
to
27:01
deal
27:02
with
27:02
the
27:02
same
27:02
people
27:03
who
27:03
would,
27:03
like,
27:04
inspect
27:04
each
27:05
ear
27:05
of
27:05
corn.
27:05
Chris.
27:06
And
27:06
they
27:06
would
27:07
inspect
27:08
each
27:08
individual
27:09
raspberry.
27:10
But,
27:10
oh,
27:10
yeah,
27:11
it
27:11
was
27:11
all
27:11
about
27:12
the
27:12
packaging.
27:12
Stand
27:13
shoppers,
27:13
they're
27:14
very
27:14
particular.
27:14
And
27:15
those
27:15
corn
27:16
stand
27:16
shoppers,
27:16
they're
27:16
very
27:17
picky.
27:18
They're
27:18
very
27:18
picky
27:19
Very
27:19
picky.
27:20
Well
27:20
said.
27:21
Nice
27:21
pun.
27:22
I
27:22
like
27:22
that.
27:23
All
27:23
right,
27:23
well,
27:23
let's
27:24
bring
27:24
David
27:24
Dorff
27:24
of
27:25
AWS
27:25
on
27:25
today's
27:26
show
27:26
to
27:26
educate
27:26
us
27:27
all.
27:28
Ann
27:28
and
27:28
I,
27:28
particularly
27:29
for
27:29
the
27:29
very
27:29
first
27:29
time,
27:30
really,
27:30
where
27:30
we've
27:30
dug
27:30
into
27:31
agentic
27:31
AI.
27:34
Joining
27:34
us
27:35
now
27:35
for
27:35
five
27:35
insightful
27:36
minutes
27:36
is
27:36
David
27:37
Dorff.
27:37
David
27:37
is
27:38
the
27:38
head
27:38
of
27:38
Retail
27:39
industry
27:39
solutions
27:39
at
27:40
AWS.
27:41
David,
27:41
welcome
27:42
back
27:42
to
27:42
Omnitalk.
27:43
And
27:43
let's
27:43
get
27:43
started
27:44
with
27:44
this.
27:45
Gen
27:45
AI
27:45
was
27:46
the
27:46
big
27:46
topic
27:46
for
27:47
the
27:47
last
27:47
two
27:47
years,
27:47
and
27:47
now
27:48
2025
27:49
seems
27:49
to
27:49
be
27:49
the
27:49
year
27:50
of
27:50
the
27:50
agent,
27:50
or
27:51
agentic
27:51
AI
27:52
as
27:52
some
27:52
might
27:52
call
27:52
it.
27:53
How
27:53
do
27:53
you
27:54
define,
27:54
quote,
27:55
unquote,
27:55
agents?
27:57
Ah,
27:57
yes,
27:57
good
27:58
question.
27:59
So
27:59
gen
27:59
AI
28:00
is
28:00
about
28:00
creating
28:01
content,
28:01
while
28:01
agents
28:02
are
28:02
really
28:02
about
28:02
taking
28:03
action.
28:04
They
28:04
both
28:04
use
28:04
foundation
28:05
models
28:05
underneath,
28:06
but
28:06
there's
28:07
really
28:07
three
28:07
key
28:07
things
28:08
for
28:08
agents.
28:09
Number
28:09
one,
28:09
they're
28:09
autonomous,
28:10
so
28:10
they
28:10
have
28:11
a
28:11
role
28:11
and
28:11
they
28:12
require
28:12
minimal
28:13
human
28:13
oversight.
28:14
Number
28:15
two,
28:15
there's
28:15
reasoning
28:16
involved,
28:16
so
28:16
they
28:17
actually
28:17
do
28:17
this
28:17
thing
28:17
called
28:18
chain
28:18
of
28:18
thought
28:18
where
28:18
they
28:19
break
28:19
down
28:19
problems
28:20
into
28:20
smaller
28:20
steps.
28:21
And
28:22
number
28:22
three
28:22
is
28:22
they
28:22
typically
28:23
have
28:23
some
28:23
sort
28:23
of
28:24
tools
28:24
or
28:24
access
28:25
to
28:25
data
28:25
in
28:25
tools
28:26
to
28:26
be
28:26
able
28:26
to
28:27
take
28:27
action
28:28
to
28:28
do
28:28
something.
28:29
So
28:30
those
28:30
three
28:30
things
28:30
are
28:31
really
28:31
what
28:31
set
28:31
agents
28:32
apart.
28:33
And
28:33
for
28:33
example,
28:33
you
28:34
can
28:34
use
28:34
generative
28:35
AI
28:35
to
28:35
just
28:35
create
28:36
an
28:36
image,
28:37
but
28:37
an
28:37
agent,
28:37
you
28:38
could
28:38
say,
28:38
I
28:38
need
28:38
a
28:39
specific
28:40
image
28:40
that
28:40
is
28:41
relaxing
28:42
and
28:42
I
28:42
want
28:42
it
28:42
posted
28:43
to
28:43
a
28:43
website.
28:43
And
28:43
it
28:44
can
28:44
do
28:44
all
28:44
of
28:44
that.
28:45
Right.
28:45
It's
28:45
taking
28:45
multiple
28:46
steps
28:46
and
28:46
it's
28:46
doing
28:47
action.
28:48
So
28:48
there
28:48
are
28:48
lots
28:49
of
28:49
different
28:49
gen
28:49
AI
28:49
use
28:50
cases
28:50
out
28:50
there.
28:50
But
28:50
agentic
28:51
gen
28:51
AI
28:52
is
28:52
really
28:53
where
28:53
things
28:53
are
28:53
starting
28:53
to
28:53
explode.
28:55
So,
28:55
David,
28:55
are
28:56
retailers
28:56
actually
28:57
using
28:57
these
28:58
agents
28:59
already
28:59
today?
29:00
And
29:00
if
29:00
so,
29:01
how
29:01
are
29:01
they
29:01
using
29:02
them?
29:03
Yeah,
29:03
it's
29:03
not
29:04
quite
29:04
as
29:04
prevalent
29:04
right
29:04
now
29:05
because
29:05
it
29:05
is
29:05
pretty
29:06
new,
29:06
but
29:07
for
29:07
sure.
29:07
So
29:08
I
29:08
great
29:09
example
29:09
is
29:09
Amazon
29:10
uses
29:10
agents
29:11
to
29:11
do
29:11
a
29:11
lot
29:11
of
29:12
Java
29:12
upgrades.
29:13
Sounds
29:13
like
29:13
a
29:13
boring
29:14
task,
29:14
but
29:14
we
29:14
have
29:15
like
29:15
30,000
29:16
Java
29:17
applications
29:17
that
29:17
need
29:18
to
29:18
be
29:18
upgraded
29:19
from
29:19
an
29:19
older
29:19
version
29:20
to
29:20
a
29:20
newer
29:20
version.
29:21
And
29:21
we
29:21
have
29:21
agents
29:22
that
29:22
go
29:22
through
29:22
and
29:22
do
29:22
that
29:23
and
29:23
saved
29:23
us
29:23
about
29:23
$260
29:24
million
29:25
last
29:25
year.
29:26
Wow.
29:27
In
29:27
addition
29:27
to
29:28
just
29:28
doing
29:28
those
29:28
upgrades,
29:28
they'll
29:29
also
29:29
build
29:30
unit
29:30
tests
29:31
and
29:31
they'll
29:31
do
29:31
documentation
29:32
and
29:32
things
29:33
like
29:33
that.
29:34
And
29:34
we've
29:34
got
29:34
some
29:34
other
29:35
retailers
29:35
doing
29:35
some
29:35
cool
29:36
stuff,
29:36
like
29:36
Tapestry,
29:37
the
29:37
luxury
29:37
retailer.
29:38
They
29:39
actually
29:39
have
29:39
an
29:40
agent
29:40
that
29:41
helps
29:41
find
29:42
data
29:42
and
29:42
answer
29:43
questions.
29:44
It
29:44
will
29:44
take
29:44
your
29:45
textual
29:46
question,
29:46
figure
29:47
out
29:47
what
29:47
database
29:48
it
29:48
needs
29:48
to
29:48
answer
29:48
that,
29:49
convert
29:49
it
29:49
to
29:49
SQL,
29:50
do
29:50
the
29:50
SQL
29:51
query,
29:51
and
29:51
come
29:51
back
29:51
with
29:52
an
29:52
English
29:53
answer.
29:54
So
29:54
it's
29:54
kind
29:54
of
29:55
like
29:55
an
29:55
analyst,
29:55
but
29:56
it
29:56
gives
29:56
the
29:56
business
29:57
a
29:57
chance
29:57
to
29:57
be
29:58
able
29:58
to
29:58
get
29:58
this
29:58
information
29:59
without
29:59
necessarily
30:00
having
30:00
to
30:01
create
30:01
all
30:01
sorts
30:01
of
30:02
weird
30:02
SQL
30:03
queries.
30:04
And
30:04
then
30:04
we
30:04
have
30:05
a
30:05
tire
30:06
retailer
30:07
who's
30:07
giving
30:08
recommendations
30:09
for
30:09
tires.
30:10
So
30:10
you,
30:11
for
30:11
example,
30:12
can
30:12
say
30:12
what
30:12
make
30:13
and
30:13
model
30:13
you
30:13
have
30:14
and
30:14
what
30:14
you
30:14
use
30:14
your
30:15
car
30:15
for.
30:15
And
30:15
it
30:15
goes
30:15
and
30:16
hits
30:16
several
30:16
different
30:16
resources
30:17
to
30:17
figure
30:17
out
30:17
what
30:18
the
30:18
best
30:18
tire
30:19
recommendation
30:19
might
30:20
be.
30:20
And
30:20
it
30:20
kind
30:21
of
30:21
gives
30:21
you
30:21
the
30:21
reasoning
30:22
behind
30:22
why
30:22
it
30:23
recommends
30:23
one
30:23
tire
30:24
over
30:24
another,
30:25
which
30:25
I
30:25
think
30:25
is
30:25
pretty
30:25
unique.
30:27
Wow.
30:28
And
30:28
I
30:28
don't
30:28
know
30:28
about
30:28
you,
30:29
but
30:29
I
30:29
had
30:29
no
30:29
idea
30:29
that
30:30
agents
30:30
were
30:30
already
30:30
being
30:31
deployed
30:31
to
30:32
the
30:32
degree
30:32
which
30:32
David
30:32
was
30:33
saying.
30:33
I
30:33
thought
30:33
this
30:33
was
30:33
just
30:33
kind
30:34
of
30:34
the
30:34
new
30:34
buzzword
30:35
idea
30:36
for
30:36
2025,
30:37
but.
30:37
So
30:37
with
30:37
that
30:37
said,
30:37
David,
30:39
I'm
30:39
curious.
30:39
How
30:39
do
30:40
you
30:40
see
30:40
agents
30:41
changing
30:42
retail
30:42
even
30:43
more
30:43
over
30:44
the
30:44
next,
30:44
like,
30:45
five
30:45
years?
30:45
Let's
30:45
say,
30:46
what
30:46
are
30:46
the
30:46
big
30:46
things
30:47
that
30:47
are
30:47
still
30:47
going
30:47
to
30:48
change
30:48
on
30:48
this
30:48
front?
30:49
This
30:50
is
30:50
where
30:50
things
30:50
can
30:50
get
30:51
a
30:51
little
30:51
bit
30:51
crazy.
30:52
One
30:53
type
30:53
of
30:53
agent
30:53
is
30:53
a
30:54
computer
30:54
use
30:54
agent.
30:55
So
30:55
those
30:56
were
30:56
announced
30:56
by
30:56
Anthropic
30:57
and
30:57
OpenAI.
30:58
And
30:58
basically
30:59
it
30:59
has
30:59
control
31:00
of
31:00
your
31:00
browser
31:01
and
31:01
so
31:01
it
31:01
takes
31:02
a
31:02
picture
31:02
of
31:02
the
31:02
browser
31:03
screen
31:03
so
31:03
it
31:03
knows
31:03
where
31:03
things
31:04
are
31:04
and
31:04
it
31:04
can
31:04
navigate
31:05
with
31:05
the
31:05
mouse
31:05
and
31:05
keyboard.
31:06
And
31:06
the.
31:07
The
31:07
demonstration
31:08
that
31:08
OpenAI
31:09
gave
31:09
was
31:10
using
31:10
Instacart
31:10
to
31:11
do
31:11
your
31:11
grocery
31:11
shopping.
31:12
There
31:12
was
31:12
even
31:12
a
31:13
New
31:13
York
31:13
Times
31:13
article
31:14
where
31:14
the
31:14
author
31:14
bought
31:15
eggs
31:15
using
31:16
a
31:16
computer
31:16
agent.
31:17
Just
31:17
saying,
31:17
go
31:17
find
31:17
me
31:17
eggs.
31:18
So
31:19
if
31:19
you
31:19
think
31:19
about
31:19
that
31:20
for
31:20
a
31:20
minute,
31:21
how
31:21
does
31:21
that
31:21
really
31:21
upend
31:22
the
31:22
retail
31:22
industry
31:23
with
31:23
shopping?
31:23
If
31:24
people
31:24
are
31:25
using
31:25
agents
31:25
to
31:26
do
31:26
the
31:26
shopping
31:26
for
31:27
them
31:27
now,
31:27
they're
31:27
not
31:28
going
31:28
to
31:28
do
31:28
it
31:28
for,
31:28
like,
31:28
fashion,
31:29
but
31:29
for
31:29
replenishable
31:30
items,
31:30
grocery,
31:31
that
31:31
sort
31:31
of
31:31
thing.
31:32
I
31:32
can
31:32
see
31:32
that
31:32
happening
31:33
today.
31:34
The
31:34
user
31:35
interface
31:35
is
31:35
made
31:35
for
31:36
humans
31:36
and
31:36
it's
31:36
cluttered.
31:37
And
31:37
maybe
31:38
we
31:38
need
31:38
to
31:38
optimize
31:39
that
31:39
for
31:39
agents
31:40
just
31:40
like
31:41
we
31:41
did
31:41
for
31:41
mobile.
31:42
We
31:42
have
31:42
mobile
31:42
optimized
31:43
sites
31:43
now.
31:43
Maybe
31:44
we'll
31:44
have
31:44
agent
31:44
optimized
31:45
sites
31:45
that
31:45
make
31:45
it
31:46
easier
31:46
for
31:46
agents
31:46
to
31:47
buy
31:47
things
31:47
on
31:47
people's
31:48
behalf.
31:49
And
31:49
then
31:49
you
31:49
have
31:49
to
31:49
start
31:50
to
31:50
think
31:50
about
31:50
what
31:50
are
31:51
some
31:51
of
31:51
the
31:51
other
31:51
things
31:51
that
31:52
could
31:52
happen?
31:52
What
31:52
happens
31:53
with
31:53
advertising?
31:54
There's
31:55
no
31:55
use
31:55
in
31:55
advertising
31:56
to
31:56
an
31:56
agent.
31:57
Should
31:58
I
31:58
be
31:58
personalizing?
31:59
Maybe
32:00
that
32:00
doesn't
32:00
make
32:00
sense.
32:01
How
32:01
do
32:01
I
32:02
affect
32:02
a
32:02
person
32:03
when
32:03
they're
32:03
using
32:03
an
32:03
agent?
32:04
Through
32:04
things
32:04
like
32:04
promotions.
32:07
An
32:07
agent
32:07
doesn't
32:08
care
32:08
about
32:08
a
32:08
promotion,
32:09
so
32:09
how
32:09
do
32:09
I
32:09
get
32:09
that
32:09
information
32:10
to
32:10
a
32:10
person?
32:11
What
32:11
about
32:12
loyalty?
32:13
That
32:13
kind
32:13
of
32:13
gets
32:13
thrown
32:14
up
32:14
if
32:14
I
32:14
can't
32:15
really
32:15
affect
32:15
behavior
32:16
and
32:17
maybe
32:17
something
32:17
like
32:18
even
32:18
search.
32:19
We
32:20
have
32:20
a
32:20
whole
32:20
industry
32:20
around
32:21
search
32:21
engine
32:21
optimization.
32:22
What
32:22
if
32:22
it's
32:22
agents
32:23
that
32:23
are
32:23
out
32:23
there
32:23
doing
32:23
the
32:24
shopping
32:24
for
32:24
us?
32:25
How
32:26
is
32:26
search
32:26
engine
32:26
optimization
32:27
going
32:27
to
32:27
change
32:28
and
32:28
how
32:28
do
32:28
we
32:28
influence
32:29
things
32:29
differently?
32:30
I
32:30
think
32:30
we're
32:30
on
32:31
the
32:31
cusp
32:31
of
32:31
some
32:32
really
32:32
interesting
32:33
changes
32:33
to
32:33
the
32:33
retail
32:34
industry
32:34
that
32:35
agents
32:35
could
32:35
bring
32:35
us
32:36
and
32:36
we
32:36
need
32:36
to
32:36
start
32:36
thinking
32:37
strategically
32:38
about
32:38
what
32:38
are
32:38
the
32:38
ramifications
32:39
here
32:39
and
32:40
how
32:40
can
32:40
we
32:40
prepare.
32:41
Well,
32:42
David,
32:42
you
32:42
just
32:42
blown
32:43
both
32:43
of
32:43
our
32:43
minds
32:44
here.
32:47
Unfortunately
32:48
we
32:48
have
32:48
to
32:48
get
32:49
you
32:49
out
32:49
of
32:49
here
32:49
on
32:50
this.
32:50
But
32:50
we
32:51
will
32:51
be
32:51
thinking
32:51
of
32:51
many
32:51
more
32:52
questions.
32:53
Where
32:54
do
32:54
people
32:54
start?
32:55
There's
32:55
a
32:55
lot
32:55
that's
32:55
changing.
32:56
What
32:56
do
32:56
you
32:57
recommend
32:57
that
32:57
retailers
32:58
do
32:58
now
32:58
if
32:59
they're,
32:59
they're
32:59
wanting
33:00
to
33:00
explore
33:00
taking
33:01
advantage
33:01
of
33:01
agentic
33:02
AI
33:02
or
33:03
just
33:03
to
33:03
kind
33:03
of
33:03
tackle
33:04
some
33:04
of
33:04
the
33:04
things
33:04
that
33:04
are
33:05
going
33:05
to
33:05
be
33:05
happening
33:05
in
33:06
the
33:06
future?
33:07
Yeah,
33:07
yeah.
33:08
So
33:08
number
33:08
one
33:08
is
33:09
basic
33:09
blocking
33:09
and
33:10
tackling,
33:10
right?
33:10
So
33:11
don't
33:11
get
33:11
too
33:11
caught
33:11
up
33:12
in
33:12
gen
33:12
hype.
33:13
There's
33:13
a
33:14
lot
33:14
of
33:14
it
33:14
out
33:14
there.
33:15
Number
33:15
two,
33:15
there's
33:15
a
33:16
lot
33:16
of
33:16
basic
33:16
gen
33:16
AI
33:17
use
33:17
cases
33:17
that
33:17
you
33:18
can
33:18
get
33:18
a
33:18
real
33:18
good
33:19
return
33:19
on
33:19
investment
33:20
in
33:20
things
33:21
like
33:21
creating
33:21
product
33:22
descriptions,
33:23
definitely
33:24
being
33:24
able
33:24
to
33:25
do
33:25
things
33:25
like
33:25
shopping
33:25
assistance
33:26
like
33:26
Rufus.
33:27
Those
33:27
are
33:27
some
33:27
low
33:28
hanging
33:28
fruit
33:28
that
33:28
retailers
33:29
should
33:29
look
33:29
at.
33:29
And
33:30
then
33:30
we
33:30
can
33:30
start
33:30
to
33:30
get
33:31
into
33:31
the
33:31
agentic
33:32
areas
33:32
where
33:33
you've
33:33
got
33:33
processes
33:34
that
33:34
can
33:34
be
33:34
automated
33:35
and
33:35
you
33:36
can
33:36
really
33:36
start
33:36
to,
33:37
I
33:37
don't,
33:37
I
33:38
don't
33:38
want
33:38
to
33:38
say
33:38
replace
33:38
people
33:39
because
33:39
we're
33:39
not
33:39
ready
33:40
to
33:40
do
33:40
that
33:40
yet,
33:40
but
33:40
really
33:41
enhance
33:41
the
33:41
things
33:42
that
33:42
people
33:42
are
33:42
doing
33:43
to
33:43
be
33:43
more
33:43
efficient.
33:44
Great
33:44
stuff,
33:45
David.
33:45
Thank
33:45
you.
33:47
All
33:48
right,
33:48
well,
33:48
and
33:48
I
33:48
can't
33:48
wait
33:49
to
33:49
talk
33:49
about
33:49
headline
33:49
number
33:50
five,
33:50
because
33:50
believe
33:51
it
33:51
or
33:51
not
33:51
coincidentally,
33:52
all
33:52
coincidentally
33:53
too,
33:53
I
33:53
might
33:53
add,
33:54
folks,
33:55
Amazon
33:55
had
33:55
a
33:55
big
33:55
agentic
33:56
AI
33:56
story.
33:56
But
33:57
before
33:57
we
33:57
get
33:57
to
33:57
that,
33:57
we've
33:58
got
33:58
headline
33:58
number
33:58
four.
33:59
San
33:59
Diego
34:00
has
34:00
banned
34:00
digitally
34:01
digital
34:02
only
34:03
store
34:03
grocery
34:04
store
34:04
coupons,
34:05
according
34:06
to
34:06
Grocery
34:06
Drive,
34:08
also
34:08
said
34:09
grocery
34:09
dive.
34:10
The
34:10
City
34:10
Council
34:11
for
34:11
San
34:11
Diego,
34:12
California
34:13
unanimously
34:14
passed
34:14
an
34:15
ordinance
34:15
requiring
34:16
grocers
34:17
that
34:17
offer
34:17
digital
34:18
discounts
34:18
or
34:19
coupons
34:20
to
34:20
make
34:20
corresponding
34:21
paper
34:21
coupons
34:22
and
34:22
pricing
34:23
of
34:23
identical
34:24
value
34:24
available
34:25
to
34:25
consumers.
34:26
Whoa.
34:27
The
34:27
policy
34:27
in
34:28
San
34:28
Diego
34:28
is
34:28
reportedly
34:29
the
34:29
first
34:29
of
34:29
its
34:30
kind
34:30
in
34:30
the
34:30
U.S.
34:31
in
34:31
San
34:32
Diego,
34:32
according
34:32
to
34:33
the
34:33
city,
34:34
53,000
34:35
households
34:36
don't
34:36
have
34:36
home
34:36
Internet.
34:37
And
34:37
in
34:37
low
34:38
income
34:38
areas
34:38
or
34:39
vulnerable
34:40
communities,
34:40
over
34:40
28%
34:41
of
34:41
the
34:42
households
34:42
don't
34:43
have
34:43
broadband
34:44
Internet
34:44
access
34:45
as
34:45
well.
34:46
And
34:46
this
34:46
is
34:46
also
34:47
the
34:47
put
34:47
you
34:47
on
34:47
the
34:48
spot
34:48
Question
34:48
from
34:48
our
34:49
folks
34:49
at
34:49
the
34:49
A
34:49
and
34:49
M
34:50
consumer
34:50
and
34:50
retail
34:51
group,
34:51
and
34:52
they
34:52
want
34:52
to
34:52
know,
34:53
quote,
34:53
do
34:53
you
34:53
applaud
34:54
Ron
34:54
Burgundy's
34:55
hometown's
34:56
attempt
34:56
for
34:57
promotional
34:57
equality
34:58
or
34:59
critique
34:59
the
34:59
means
35:00
or
35:00
perhaps
35:01
both?
35:02
San
35:02
Diego,
35:03
I
35:03
think
35:03
you're
35:04
going.
35:04
I
35:05
think
35:05
you're
35:05
going
35:06
the
35:06
entire
35:07
wrong
35:07
route
35:07
with
35:08
paper
35:08
coupons.
35:09
I
35:09
think
35:09
this
35:09
is
35:09
just.
35:10
It's
35:11
not
35:11
the
35:11
right
35:11
way
35:11
to
35:12
go.
35:12
I
35:12
think,
35:12
like
35:13
I
35:13
just
35:13
mentioned,
35:14
disenfranchise
35:14
the
35:15
53,000
35:15
people.
35:16
No,
35:16
no,
35:17
no,
35:17
I
35:17
do
35:17
not
35:17
want
35:18
to
35:18
do
35:18
that.
35:18
I.
35:18
But
35:18
I
35:19
think,
35:19
like
35:19
I
35:19
mentioned
35:20
in
35:20
the
35:20
Instacart
35:21
story,
35:21
winning
35:22
in
35:22
grocery
35:22
right
35:23
now
35:23
is
35:23
100%
35:24
about
35:24
loyalty.
35:25
And
35:25
it's,
35:26
again,
35:26
it's
35:26
going
35:26
to
35:27
become
35:27
even
35:27
more
35:28
so
35:28
as
35:29
tariffs
35:29
come
35:29
into
35:30
place
35:30
as,
35:30
you
35:30
know,
35:31
food
35:31
prices
35:32
go
35:32
up.
35:32
So
35:33
I
35:33
think
35:33
if
35:33
I
35:34
were
35:34
a
35:34
grocer
35:34
right
35:34
now,
35:35
I
35:35
would
35:36
take
35:36
a
35:36
hard
35:37
look
35:37
at
35:37
my
35:37
loyalty
35:38
program
35:38
and
35:39
just
35:39
apply
35:39
these
35:40
discounts
35:40
to
35:41
loyalty
35:42
card
35:42
go
35:42
the
35:43
way
35:43
of,
35:43
you
35:43
know,
35:44
Walmart
35:44
plus,
35:45
of
35:45
Target
35:45
Circle,
35:46
where
35:46
if
35:46
you
35:46
just
35:46
scan
35:47
the
35:47
barcode,
35:48
whether
35:48
that's,
35:49
you
35:49
know,
35:49
your
35:49
physical
35:50
barcode
35:50
that
35:50
you
35:50
have
35:51
on
35:51
a
35:51
card
35:51
or
35:52
you're
35:52
doing
35:52
that
35:52
in
35:52
a
35:52
digital
35:53
form,
35:53
put
35:53
your
35:53
phone.
35:54
Number
35:54
in
35:54
at
35:54
the
35:55
cash
35:55
register,
35:55
you
35:56
just.
35:56
You
35:56
get
35:56
the
35:57
discounts.
35:57
Because
35:57
I
35:58
think
35:58
it's
35:58
more
35:58
valuable
35:59
for
35:59
me
35:59
as
35:59
a.
36:00
In
36:00
the
36:00
long
36:00
run,
36:01
as
36:01
a
36:01
grocery
36:02
store
36:02
owner
36:03
to
36:03
have
36:03
that
36:04
information
36:04
about
36:05
my
36:05
customers
36:06
and
36:06
to
36:06
use
36:07
that
36:07
for
36:07
other
36:07
things
36:08
like,
36:08
you
36:08
know,
36:09
retail
36:09
media
36:10
or
36:10
better,
36:11
more
36:11
personalized
36:12
promotions
36:12
or
36:12
things
36:13
like
36:13
that
36:13
than
36:14
it
36:14
is
36:14
for
36:15
me
36:15
to
36:15
go
36:16
through
36:16
the
36:16
expense
36:16
of
36:17
producing
36:17
a
36:17
circular
36:18
or
36:18
having
36:19
myself
36:20
be
36:20
at
36:20
risk
36:21
of,
36:21
like,
36:21
not
36:21
putting
36:22
all
36:22
the
36:22
right
36:22
coupons
36:22
out
36:23
in
36:23
time
36:23
or
36:23
relying
36:24
on
36:24
store
36:24
labor
36:24
to
36:25
put
36:25
signs
36:25
up,
36:25
that
36:26
kind
36:26
of
36:26
thing.
36:26
Like,
36:26
I
36:27
just
36:27
think
36:27
you
36:27
have
36:27
to
36:28
focus
36:28
on
36:28
being
36:29
the
36:29
best
36:30
price
36:31
leader,
36:31
the
36:31
most
36:32
personalized
36:33
shopping
36:34
experience
36:34
for
36:35
your
36:35
consumers.
36:36
And
36:36
that
36:36
comes
36:36
down
36:36
to,
36:37
like,
36:37
focusing
36:37
hard
36:38
here
36:38
on
36:38
loyalty
36:39
and
36:39
not
36:39
dealing,
36:40
like,
36:40
paper
36:40
coupons.
36:41
Man,
36:41
it's
36:41
just
36:41
a
36:42
back.
36:42
It's.
36:42
It's
36:43
going
36:43
back
36:43
in
36:43
time
36:43
and
36:44
not
36:44
taking
36:44
the
36:44
right
36:45
approach.
36:45
I
36:45
think
36:46
that's
36:46
absolutely
36:47
the.
36:47
The
36:47
wrong.
36:48
Wrong
36:48
move
36:48
here.
36:50
Yeah,
36:50
you're
36:50
right.
36:51
And
36:51
the
36:51
other
36:51
thing,
36:51
too,
36:52
is,
36:52
like,
36:52
God,
36:52
how
36:52
many
36:53
bullets
36:53
are
36:53
lined
36:53
up
36:54
against
36:54
the
36:54
average
36:55
grocer?
36:55
You
36:55
know,
36:56
like,
36:56
how
36:56
many
36:56
bullets
36:56
are
36:56
in
36:56
the
36:57
chamber
36:57
just
36:57
making
36:57
their
36:58
job
36:58
just
36:58
harder,
36:59
you
36:59
know,
36:59
for
36:59
sure,
37:00
at
37:00
the
37:00
same
37:00
time.
37:00
Right.
37:01
You
37:01
know?
37:01
You
37:01
know,
37:01
right.
37:02
Like,
37:02
disenfranchisement
37:03
is
37:03
real.
37:03
And
37:04
it's
37:04
partly
37:04
why,
37:05
you
37:05
know,
37:05
we.
37:06
At
37:06
least
37:06
for
37:06
me,
37:07
like,
37:07
I
37:07
got.
37:07
I
37:08
got
37:08
into
37:08
this
37:09
whole
37:09
business
37:09
that
37:09
we've
37:09
been
37:10
in
37:10
for
37:10
the
37:10
past
37:10
eight
37:10
years
37:11
is
37:11
to
37:11
speak
37:11
out
37:12
about
37:12
technology's
37:13
impact
37:13
on
37:14
the
37:14
end
37:14
consumer
37:15
and
37:15
to
37:15
make
37:16
sure
37:16
it's
37:16
being
37:16
utilized
37:17
in
37:17
the
37:17
right
37:17
way.
37:18
So
37:18
but
37:18
I
37:18
think
37:19
the
37:19
point
37:19
you're
37:19
making
37:19
is
37:19
really
37:20
interesting
37:20
here
37:21
because
37:21
the
37:22
counter
37:22
is
37:22
also
37:22
true
37:23
actually,
37:23
when
37:23
I
37:23
think
37:23
about
37:23
it
37:23
broadly
37:24
in
37:24
the
37:24
industry.
37:24
So
37:25
you
37:25
know,
37:25
if,
37:26
if
37:26
you're
37:26
a,
37:27
if
37:27
your
37:28
store
37:28
effort,
37:29
couponing
37:29
is
37:29
also
37:30
not,
37:30
and
37:30
discounting
37:31
is
37:31
also
37:31
not
37:31
transparent,
37:32
it
37:32
doesn't
37:32
play
37:33
well
37:33
in
37:33
the
37:33
opposite
37:34
space
37:34
in
37:34
the
37:34
online
37:35
space.
37:35
And
37:35
I
37:35
think
37:35
of
37:35
Kohl's
37:36
as
37:36
an
37:36
example
37:36
for
37:37
that.
37:37
So,
37:37
so
37:38
in
37:38
a
37:38
world
37:38
where
37:38
the
37:38
two
37:39
things
37:39
are
37:39
blending
37:39
stores
37:40
and
37:40
online,
37:40
you
37:40
know,
37:41
from
37:41
an
37:41
omnichannel
37:42
perspective,
37:42
which
37:42
is
37:42
what
37:42
our
37:43
show's
37:43
about,
37:43
I
37:44
think
37:44
you're
37:44
right.
37:44
It
37:44
does
37:45
make
37:45
sense
37:45
for
37:45
retailers
37:46
to
37:46
be
37:46
w
37:46
and
37:47
it
37:47
would
37:47
be
37:47
wise
37:47
for
37:48
them
37:48
to
37:48
get
37:48
one
37:49
simplified,
37:49
easy
37:50
to
37:50
understand
37:51
loyalty
37:51
promise
37:51
with
37:52
their
37:52
shoppers
37:52
however
37:53
they
37:53
want
37:53
to
37:53
do
37:53
that.
37:53
There's
37:54
lots
37:54
of
37:54
ways
37:54
to
37:54
do
37:54
that.
37:54
But
37:55
I
37:55
think
37:55
you're
37:55
right.
37:56
That's
37:56
what
37:56
this
37:56
story
37:57
tells
37:57
me.
37:57
First
37:57
and
37:58
foremost
37:58
as
37:58
a
37:58
retail
37:59
executive,
37:59
if
37:59
I'm
37:59
sitting
38:00
in
38:00
the
38:00
chair,
38:00
is
38:00
like
38:01
we
38:01
have
38:01
to
38:01
get
38:01
our
38:01
loyalty
38:02
program
38:02
moving
38:03
in
38:03
that
38:03
direction
38:04
so
38:04
that
38:04
regardless
38:05
of
38:05
how
38:05
people
38:05
want
38:06
to
38:06
shop,
38:06
we're
38:06
not
38:07
encumbered
38:08
by
38:08
the
38:09
legacy
38:09
infrastructural
38:10
needs
38:11
that
38:11
are
38:11
going
38:11
to
38:11
bring
38:12
down
38:12
our
38:12
business
38:12
from
38:12
a
38:13
cost
38:13
perspective
38:13
or
38:13
be
38:14
distracting.
38:14
So
38:14
I
38:15
think,
38:15
I
38:15
think
38:15
it's
38:15
an
38:15
awesome
38:15
point
38:16
you
38:16
brought
38:16
up.
38:17
All
38:17
right,
38:17
headline
38:18
number
38:18
five
38:18
Chris
38:20
Amazon
38:20
has
38:21
a
38:21
new
38:21
AI
38:22
agent
38:22
that
38:22
will
38:22
shop
38:23
third
38:23
party
38:24
sites
38:24
for
38:24
you
38:24
According
38:25
to
38:25
TechCrunch,
38:26
Amazon
38:26
is
38:26
starting
38:27
to
38:27
test
38:27
a
38:27
new
38:27
AI
38:28
shopping
38:28
agent,
38:29
a
38:29
feature
38:30
that
38:30
it
38:30
calls
38:31
Buy
38:31
with
38:32
Me.
38:32
Buy
38:32
for
38:33
Me
38:33
with
38:33
a
38:33
subset
38:34
of
38:34
features
38:35
the
38:35
company
38:36
announced
38:36
in
38:36
a
38:37
blog
38:37
post
38:37
last
38:37
Thursday.
38:38
If
38:38
Amazon
38:39
doesn't
38:39
sell
38:40
something
38:40
that
38:40
users
38:41
are
38:41
searching
38:41
for,
38:41
the
38:42
Buy
38:42
for
38:42
Me
38:42
feature
38:43
will
38:43
display
38:43
products
38:43
that
38:44
other
38:44
websites
38:44
are
38:45
selling.
38:46
Then
38:46
users
38:46
can
38:47
select
38:47
and
38:47
request
38:48
to
38:48
purchase
38:48
one
38:49
of
38:49
these
38:49
products
38:49
without
38:50
ever
38:50
leaving
38:51
the
38:51
Amazon
38:51
Shopping
38:52
app
38:53
behind
38:53
the
38:53
scenes.
38:53
Amazon's
38:54
AI
38:54
shopping
38:55
agent
38:55
will
38:55
visit
38:56
an
38:56
external
38:56
website,
38:57
select
38:57
a
38:57
product
38:58
that
38:58
a
38:58
user
38:58
has
38:58
requested,
38:59
fill
38:59
out
39:00
the
39:00
user's
39:00
name,
39:00
shipping
39:01
address
39:01
and
39:01
payment
39:01
details
39:02
in
39:02
order
39:02
to
39:02
purchase
39:03
it,
39:03
according
39:04
to
39:04
Amazon.
39:05
Amazon
39:05
said
39:05
in
39:06
the
39:06
aforementioned
39:07
blog
39:08
post
39:08
that
39:09
Buy
39:09
for
39:09
Me
39:09
uses
39:10
encryption
39:11
to
39:11
securely
39:12
insert
39:13
your
39:13
billing
39:13
information
39:14
on
39:14
third
39:15
party
39:15
sites
39:16
such
39:16
that
39:16
Amazon
39:17
can't
39:17
see
39:17
what
39:18
you're
39:18
ordering
39:18
from
39:18
outside
39:19
its
39:19
platform.
39:20
This
39:20
is
39:20
a
39:20
unique
39:21
approach
39:21
compared
39:21
to
39:21
OpenAI
39:22
and
39:22
Google's
39:23
agents,
39:23
which
39:23
require
39:24
humans
39:24
to
39:25
still
39:25
fill
39:25
out
39:25
credit
39:25
card
39:26
information
39:26
for
39:26
themselves,
39:27
as
39:27
well
39:28
as
39:28
perplexity's
39:29
AI
39:29
agent
39:29
which
39:30
has
39:30
a
39:30
prepaid
39:30
debit
39:31
card
39:31
to
39:32
make
39:32
purchases.
39:33
Chris,
39:33
are
39:33
you
39:34
pro
39:34
or
39:34
con
39:35
letting
39:35
an
39:36
Amazon
39:36
agent
39:36
do
39:36
your
39:37
shopping
39:37
for
39:37
you?
39:39
Whoa.
39:40
Oh
39:40
man.
39:40
There's
39:41
a
39:41
lot
39:41
of
39:41
meat
39:41
on
39:41
the
39:41
bone
39:42
to
39:42
that
39:42
question.
39:44
I'll
39:44
tell
39:44
you
39:44
this.
39:44
And
39:44
I'm
39:45
definitely
39:45
game
39:45
to
39:45
try
39:46
it.
39:46
I
39:46
mean
39:47
I
39:47
know
39:47
for
39:47
a
39:47
fact
39:47
you
39:47
and
39:47
I
39:48
both
39:48
tried
39:48
to
39:48
use
39:48
it
39:49
yesterday,
39:49
but
39:49
I
39:49
guess
39:50
neither
39:50
one
39:50
of
39:50
us
39:50
was
39:51
in
39:51
the
39:51
lucky
39:51
subset
39:52
of,
39:52
of
39:52
early
39:53
users
39:53
to
39:53
get
39:54
to.
39:54
Talk
39:54
to
39:54
David
39:55
Dorff
39:55
about
39:55
that.
39:55
What
39:56
the
39:56
heck
39:56
man,
39:56
how
39:57
this
39:57
works.
39:57
Yeah,
39:57
David,
39:58
if
39:58
you're
39:58
listening,
39:58
get
39:59
us,
39:59
get
39:59
us
39:59
in
39:59
the
39:59
beta.
40:01
But
40:01
you
40:01
know,
40:01
overall
40:02
I
40:02
think,
40:03
I
40:03
think
40:03
this
40:03
story
40:03
is
40:04
massive.
40:04
And,
40:05
and,
40:06
and
40:06
I
40:06
say
40:06
that
40:06
because
40:07
you
40:07
know
40:07
Amazon,
40:08
if
40:08
you
40:08
get
40:08
right
40:08
down
40:08
to
40:08
it,
40:08
Amazon
40:09
is
40:09
essentially
40:09
telling
40:10
the
40:10
industry
40:10
that
40:10
it
40:10
now
40:11
has
40:11
the
40:11
power
40:12
to
40:12
scrape
40:13
other
40:13
retailers
40:14
websites
40:15
and
40:15
to
40:15
purchase
40:16
products
40:16
on
40:17
their
40:17
shoppers
40:17
behalves
40:18
and
40:19
the
40:19
retailers
40:19
are
40:20
potentially
40:20
powerless
40:21
to
40:21
stop
40:22
it.
40:23
So
40:23
that
40:23
has
40:23
drastic
40:24
implications
40:25
to
40:25
me,
40:25
particularly
40:26
on
40:26
the
40:27
retail
40:27
media
40:27
side
40:28
of
40:28
things
40:28
because
40:29
if
40:29
people
40:29
start
40:30
doing
40:30
this,
40:31
the
40:31
retailers
40:32
won't
40:32
get
40:32
that
40:32
first
40:33
party
40:33
data
40:33
anymore.
40:34
You
40:34
know
40:34
that
40:35
first
40:35
party
40:35
data
40:35
is
40:35
going
40:36
through
40:36
Amazon
40:37
and
40:37
so
40:37
therefore
40:38
their
40:38
networks
40:38
are
40:38
going
40:39
to
40:39
become
40:39
less
40:39
powerful
40:40
and
40:40
therefore
40:41
they're
40:41
going
40:41
to
40:41
be
40:42
forced
40:42
to
40:42
even
40:43
sell
40:43
more
40:44
on
40:44
Amazon
40:44
or
40:45
to
40:45
advertise
40:45
through
40:46
Amazon.
40:46
So
40:46
net
40:47
net,
40:48
Amazon
40:48
wins
40:49
in
40:49
this
40:49
power
40:49
move
40:49
because
40:50
A,
40:51
either
40:51
more
40:51
retailers
40:52
will
40:52
list
40:52
directly
40:53
on
40:53
Amazon
40:53
as
40:53
a
40:54
result
40:54
of
40:54
this
40:54
because
40:55
why
40:55
fight
40:56
it
40:56
or
40:57
B
40:57
they're
40:57
going
40:57
to
40:57
place
40:58
more
40:58
ads
40:58
on
40:58
Amazon
40:59
to
40:59
show
40:59
up
40:59
within
41:00
Amazon's
41:00
media
41:01
network
41:01
to
41:01
get
41:02
the
41:02
buy.
41:03
So
41:04
this
41:04
is
41:04
baller,
41:05
baller,
41:06
baller
41:06
strategic
41:07
stuff
41:07
to
41:07
me
41:08
and
41:08
I'm
41:08
absolutely
41:09
gobsmacked
41:10
at
41:10
the
41:10
power
41:11
of
41:11
it
41:11
and
41:11
the
41:11
brilliance
41:12
of
41:12
the
41:12
power
41:12
play
41:13
move
41:13
here
41:13
from
41:13
Amazon.
41:14
So,
41:14
and
41:15
you
41:15
know,
41:15
the
41:15
last
41:15
point
41:15
I
41:15
make
41:16
is,
41:16
you
41:16
know
41:16
Google's
41:17
thinking
41:17
the
41:17
exact
41:18
same
41:19
way.
41:19
They
41:19
have
41:20
to
41:20
be.
41:21
Yeah.
41:21
So
41:21
man,
41:22
the
41:23
retailers
41:23
here,
41:24
I
41:25
don't
41:25
know
41:25
what
41:25
you
41:25
do,
41:26
honestly
41:27
I
41:27
don't
41:27
know
41:27
what
41:27
you
41:27
do
41:28
if,
41:29
to
41:29
thwart
41:30
either
41:30
Amazon
41:31
or
41:31
Google
41:32
for
41:32
this.
41:32
And
41:32
it,
41:33
it
41:33
gets
41:34
kind
41:34
of
41:34
scary
41:34
when
41:34
you
41:34
think
41:34
about
41:35
all
41:35
the
41:35
money
41:35
going
41:35
into
41:35
retail
41:36
media
41:36
too.
41:37
And
41:37
they
41:38
figured
41:38
out
41:38
and
41:38
ended
41:38
around
41:39
on
41:39
this
41:39
too
41:40
given
41:40
the
41:40
one
41:41
big
41:41
if
41:41
here,
41:41
which
41:42
is
41:42
will
41:42
people
41:43
shop
41:43
and
41:43
use
41:43
agents
41:44
in
41:44
this
41:45
way?
41:46
Yeah,
41:46
and
41:46
I
41:47
think
41:47
they
41:47
will
41:47
over
41:47
time.
41:48
I,
41:48
I
41:48
do
41:48
too.
41:49
I
41:49
mean
41:49
I
41:49
think
41:49
basically
41:50
everything
41:50
that
41:51
we
41:51
heard
41:51
at
41:51
Shop
41:51
Talk
41:52
with
41:52
David
41:52
Dorff
41:53
was
41:53
just
41:53
talking
41:53
about
41:53
in
41:54
five
41:54
insightful
41:54
minutes
41:55
like
41:55
everything's
41:55
pointing
41:56
to
41:56
this
41:56
is
41:57
the
41:57
direction
41:57
that
41:58
Consumers
41:59
are
41:59
going
41:59
to
41:59
go
41:59
and
42:00
if,
42:00
and
42:00
I
42:00
think
42:00
convenience
42:01
is
42:01
the
42:01
big
42:02
play
42:02
here.
42:02
Like
42:02
you
42:03
think
42:03
about,
42:04
you
42:04
know,
42:04
a
42:04
lot
42:05
of
42:05
people
42:05
are
42:06
starting
42:06
their
42:06
seek
42:07
and
42:07
destroy
42:07
shopping
42:08
missions
42:08
on
42:08
Amazon
42:09
because
42:09
they
42:09
know
42:10
that
42:10
they
42:10
can
42:10
get
42:10
it
42:10
done
42:11
quickly.
42:11
They
42:12
can,
42:12
they
42:12
have
42:13
the
42:13
return
42:13
guarantee
42:14
of
42:14
like
42:15
it's
42:15
an
42:15
easy
42:15
thing
42:16
for
42:16
me
42:16
to
42:16
return
42:16
if
42:17
I
42:17
don't
42:17
end
42:17
up
42:18
liking
42:18
it.
42:18
So
42:19
I
42:19
mean
42:19
obviously
42:20
all
42:20
of
42:20
the,
42:20
the
42:21
puts
42:21
and
42:21
takes
42:21
of
42:21
how
42:22
that
42:22
is
42:22
all
42:22
going
42:22
to
42:22
shake
42:23
out
42:23
when
42:24
you're
42:24
using
42:24
agents
42:25
on
42:25
Amazon
42:26
to
42:26
purchase
42:26
these
42:26
goods
42:27
outside
42:27
of
42:27
an
42:28
Amazon
42:28
platform,
42:28
like
42:29
that
42:29
stuff
42:29
is
42:30
all
42:30
probably
42:30
still
42:30
in
42:31
the
42:31
works.
42:31
But
42:32
I
42:32
imagine
42:32
we're
42:33
getting
42:33
to
42:33
a
42:33
place
42:33
there
42:34
where
42:34
you
42:34
know,
42:35
people
42:35
just
42:36
like
42:36
with
42:36
Buy
42:36
with
42:36
Prime,
42:37
like
42:37
you
42:37
have
42:38
the
42:38
confidence
42:39
when
42:39
you're
42:39
shopping
42:40
that
42:40
you
42:40
know,
42:40
if
42:41
you
42:41
order
42:41
from
42:42
this
42:42
place
42:42
it
42:43
already
42:43
has
42:43
all
42:43
my
42:43
information
42:44
saved.
42:44
It's
42:44
still
42:44
a
42:45
one
42:45
click
42:45
to
42:45
buy
42:46
situation.
42:47
And
42:47
I
42:47
think
42:48
that
42:48
you
42:48
still
42:48
have
42:48
a
42:48
lot
42:49
of
42:49
work
42:49
that
42:49
needs
42:49
to
42:50
be
42:50
done
42:50
on
42:50
some
42:50
of
42:50
the
42:50
other
42:51
platforms
42:51
in
42:51
order
42:51
to
42:52
do
42:52
that.
42:52
Now
42:52
I
42:53
think
42:53
you
42:53
bring
42:53
up
42:53
a
42:53
good
42:54
point
42:54
with
42:54
Google
42:55
and
42:55
I,
42:56
I
42:56
do
42:56
think
42:56
that
42:56
Google
42:57
does
42:57
have
42:57
a
42:58
unique
42:58
position
42:58
here
42:58
as
42:59
well.
42:59
Because
43:00
when
43:00
you
43:00
think
43:00
about
43:00
how
43:01
well
43:01
Google
43:02
can
43:02
personalize
43:03
some
43:03
of
43:03
this
43:03
shopping
43:04
experience,
43:04
maybe
43:05
you
43:05
don't
43:05
need,
43:06
you
43:06
don't
43:06
need
43:06
the,
43:07
the
43:07
consumer
43:08
sending
43:08
out
43:08
the
43:08
agen
43:09
the
43:09
directive.
43:10
I
43:10
think
43:10
Google's
43:11
going
43:11
to
43:11
come
43:11
at
43:11
it
43:11
a
43:11
different
43:12
way
43:12
and
43:12
be
43:12
able
43:12
to
43:12
take
43:13
everything
43:13
that
43:13
they
43:13
know
43:14
about
43:14
you
43:14
from
43:15
your
43:15
activities
43:15
in
43:15
the
43:16
Google
43:17
sphere,
43:18
from,
43:18
you
43:19
know,
43:19
what
43:19
you're
43:19
shopping
43:20
on,
43:20
what
43:20
you're
43:20
searching
43:21
and
43:21
shopping
43:21
and
43:21
watching
43:22
on
43:22
YouTube,
43:22
what
43:22
you're,
43:23
you
43:23
know,
43:23
what
43:23
you're
43:23
getting
43:24
in
43:24
your
43:24
Gmail
43:25
inbox,
43:25
what's
43:26
on
43:26
your
43:26
Google
43:26
Calendar,
43:27
like
43:28
everything
43:28
that
43:28
you're
43:28
doing
43:28
in
43:29
all
43:29
your
43:29
Google
43:29
Docs,
43:30
like
43:30
they
43:30
can
43:30
start
43:30
to
43:31
pull
43:31
that
43:31
information
43:32
to
43:32
really
43:32
personalize
43:33
the
43:33
experience.
43:34
So
43:34
it's
43:34
more
43:34
of
43:35
a,
43:35
of
43:35
a
43:35
like,
43:36
like
43:36
push
43:36
experience
43:37
than
43:37
a
43:38
pull
43:38
or
43:38
an
43:38
outward
43:39
experience
43:39
that
43:39
I'm
43:40
doing
43:40
on
43:40
an
43:40
Amazon.
43:41
So
43:41
I,
43:42
I
43:42
think
43:43
net
43:43
Net
43:44
agentic
43:44
shopper,
43:45
you
43:45
know,
43:45
consumers
43:46
using
43:46
agentic
43:46
shoppers
43:47
is
43:47
one
43:47
of
43:47
the
43:47
biggest
43:48
takeaways
43:48
for
43:48
me
43:49
from
43:49
Shop
43:49
Talk.
43:49
I
43:50
think
43:50
that's
43:50
something
43:50
we
43:50
really
43:51
have
43:51
to
43:51
focus
43:51
on.
43:52
And
43:52
to
43:52
your
43:52
point,
43:53
there's
43:53
a
43:53
lot
43:53
of
43:53
money
43:54
to
43:54
be
43:54
made
43:54
here
43:55
in
43:55
retail
43:56
media
43:56
in
43:57
how
43:57
we're
43:57
advertising
43:58
and
43:58
promoting
43:59
products
43:59
both
44:00
to
44:00
the
44:00
agents
44:00
and
44:01
both
44:01
to
44:01
me
44:01
as
44:01
a
44:01
consumer
44:02
who's
44:02
still
44:02
shopping
44:03
for
44:03
projects
44:04
product.
44:05
And
44:05
it's,
44:06
this
44:06
is
44:06
just
44:06
a
44:07
huge
44:07
move
44:07
for
44:08
Amazon
44:08
to
44:08
kind
44:08
of
44:09
go
44:09
in
44:09
that
44:09
direction,
44:10
start
44:10
pressure
44:10
testing
44:11
it
44:11
In
44:11
a
44:11
place
44:11
that
44:12
I'm
44:12
already
44:12
comfortable
44:13
shopping
44:13
as
44:13
a
44:13
consumer.
44:15
Yeah,
44:15
that's
44:15
the
44:15
part
44:15
for
44:16
me.
44:16
I
44:16
mean,
44:16
I
44:16
think,
44:16
you
44:16
know,
44:17
Amazon's
44:17
click
44:17
to
44:17
buy
44:18
is
44:18
just
44:18
so
44:18
powerful
44:19
and
44:19
the
44:19
confidence
44:19
that
44:19
they
44:19
already
44:20
have
44:20
my
44:20
credit
44:20
card
44:20
information,
44:21
my
44:21
shipping
44:21
address,
44:22
all
44:22
that
44:22
kind
44:22
of
44:22
stuff,
44:23
relatively
44:23
speaking,
44:23
it's
44:23
so
44:24
easy.
44:24
Makes
44:24
this,
44:25
you
44:25
know,
44:25
makes
44:25
this
44:25
just
44:26
kind
44:26
of
44:26
a
44:26
no
44:26
brainer
44:26
for
44:27
me.
44:27
But
44:27
you
44:28
know,
44:28
the
44:28
other
44:28
point
44:28
I
44:28
make
44:28
as
44:29
I
44:29
step
44:29
back
44:29
from
44:29
this
44:29
is
44:30
like
44:30
Google
44:30
and
44:31
Amazon
44:31
have
44:31
dominated
44:32
search
44:32
for
44:32
a
44:32
long
44:32
time.
44:32
Like
44:33
what
44:33
are
44:33
they,
44:33
80%
44:34
of
44:34
the
44:34
search
44:34
market
44:34
already,
44:35
if
44:35
not
44:35
more?
44:36
And
44:37
that's
44:38
still
44:38
going
44:38
to
44:38
be
44:38
the
44:38
case
44:39
even
44:39
more
44:39
so
44:40
like
44:40
just
44:40
more
44:41
of
44:41
the
44:41
end
44:41
commerce
44:42
is
44:42
going
44:42
to
44:42
be
44:42
pushed
44:42
through
44:43
this.
44:43
And
44:44
so,
44:44
you
44:44
know,
44:44
and
44:45
I
44:45
mean,
44:45
it
44:45
sounds
44:46
like
44:46
Amazon's
44:46
basically
44:47
just
44:47
going
44:47
to
44:47
subsidize
44:47
this
44:48
through
44:48
Prime.
44:48
Right.
44:48
I
44:49
don't
44:49
even
44:49
know
44:49
how
44:49
they
44:49
make
44:50
money
44:50
on
44:50
this
44:50
necessarily
44:51
other
44:52
than
44:52
getting
44:52
people
44:53
to
44:53
list
44:53
on
44:53
them
44:53
over
44:54
time
44:54
in
44:54
the
44:54
long
44:55
run
44:55
or
44:55
getting
44:55
the
44:55
retail
44:56
media
44:56
dollars
44:56
to
44:56
have
44:56
their
44:57
products
44:57
show
44:57
up
44:57
so
44:57
that
44:58
people
44:58
are
44:58
buying,
44:59
you
44:59
know,
44:59
from
44:59
the
44:59
companies
45:00
that
45:00
are
45:00
average
45:00
that
45:01
are
45:01
going
45:02
this
45:02
way
45:02
with
45:02
them.
45:03
So.
45:03
So
45:04
yeah,
45:04
I
45:04
mean,
45:04
God,
45:05
it's
45:05
just
45:05
so
45:05
scary
45:05
for
45:06
the
45:06
retailers
45:07
in
45:07
my
45:07
mind
45:07
in
45:07
terms
45:07
of
45:09
how
45:09
these
45:09
two
45:10
big
45:10
behemoths
45:10
actually
45:11
become
45:11
more
45:11
and
45:11
more,
45:12
more
45:12
and
45:12
more
45:12
powerful
45:13
in
45:13
a
45:13
game
45:13
they
45:13
already
45:14
dominate.
45:15
Right.
45:15
And
45:15
it
45:16
just
45:16
makes
45:16
the
45:16
case
45:17
for
45:17
how
45:17
are
45:17
your
45:17
products
45:18
ready
45:18
to
45:18
show
45:18
up?
45:19
Because
45:19
in
45:19
the
45:19
interim
45:20
you
45:20
have
45:20
to
45:20
still
45:20
be
45:21
showing
45:21
up
45:21
on
45:22
these,
45:22
on
45:23
all
45:23
of
45:23
the,
45:23
in
45:23
all
45:24
of
45:24
these
45:24
places,
45:25
you
45:25
know,
45:25
because
45:25
it's
45:26
just
45:26
like
45:26
you're
45:27
saying,
45:27
going
45:27
more
45:27
and
45:27
more
45:28
away
45:28
from.
45:28
I'm
45:29
going
45:29
to
45:29
lululemon.com
45:31
to
45:31
find
45:31
products
45:31
like
45:32
that
45:32
that
45:32
might
45:33
completely
45:33
go
45:34
away.
45:34
And
45:34
now
45:35
these
45:35
agentic
45:36
or
45:36
these
45:37
agents
45:37
that
45:37
will
45:38
put
45:38
on
45:38
the
45:38
task
45:39
of
45:39
find
45:39
me
45:40
a
45:40
sports
45:40
bra
45:41
in
45:41
this
45:41
size
45:42
and
45:42
ship
45:42
it
45:42
to
45:43
me
45:43
in
45:43
two
45:43
days.
45:43
Like,
45:44
that's
45:44
how
45:44
I
45:44
think
45:45
the
45:45
future
45:45
of
45:45
search
45:46
and
45:46
shopping
45:46
is
45:46
going
45:46
to
45:47
go
45:47
forward.
45:48
Well,
45:49
I
45:49
think,
45:49
I
45:49
think
45:49
it
45:49
will
45:50
because
45:50
like
45:50
that
45:50
was.
45:50
We
45:50
should
45:51
tell
45:51
the
45:51
audience
45:51
that
45:51
when
45:51
you
45:51
and
45:52
I
45:52
were
45:52
looking
45:52
yesterday
45:53
to
45:53
try
45:53
to
45:53
use
45:53
this,
45:53
we
45:54
both
45:54
were
45:54
like,
45:54
what
45:54
should
45:54
we
45:54
search?
45:55
We're
45:55
both
45:55
like,
45:55
like
45:55
Lululemon.
45:56
Because
45:57
we're
45:57
like,
45:57
okay,
45:57
it's
45:57
springtime,
45:58
you
45:59
know,
45:59
it's
45:59
not
45:59
cold
45:59
in
46:00
Minneapolis
46:00
anymore.
46:01
I
46:01
know.
46:01
Kind
46:01
of
46:01
what
46:01
I
46:02
want.
46:02
I
46:02
want
46:02
to
46:02
see
46:02
what
46:02
they've
46:02
got.
46:03
I
46:03
have
46:03
been
46:03
delaying
46:04
looking
46:04
at
46:04
it
46:05
to
46:05
see
46:05
if,
46:05
you
46:05
know,
46:05
I
46:05
want
46:06
to
46:06
plunk
46:06
down
46:06
some
46:06
money
46:07
for
46:07
it
46:07
because
46:07
I
46:07
know
46:07
it's
46:07
expensive
46:08
but,
46:08
like,
46:09
that
46:09
was
46:09
what
46:09
I
46:09
looked
46:09
for,
46:10
and
46:10
had
46:10
they
46:10
had
46:10
it,
46:10
I
46:10
probably
46:11
would
46:11
have
46:11
bought
46:11
it,
46:11
you
46:12
know?
46:12
Yeah,
46:12
I
46:12
probably.
46:13
They
46:13
don't
46:14
have
46:14
a
46:14
store
46:14
on
46:15
Amazon
46:15
as
46:16
of
46:16
right
46:16
now.
46:16
Like.
46:17
Right.
46:17
We
46:17
knew
46:17
that
46:17
some.
46:18
Yeah,
46:18
we
46:18
knew
46:18
that
46:19
was
46:19
something
46:19
that
46:20
they'd
46:20
have
46:20
to
46:20
go
46:20
outside
46:21
to
46:21
search.
46:21
Yeah,
46:21
it's.
46:22
It's.
46:22
It's
46:22
fascinating.
46:23
Well,
46:23
David,
46:24
get
46:24
your
46:24
people
46:25
together
46:25
and
46:25
get
46:25
Chris
46:25
and
46:26
I
46:26
on
46:26
the
46:26
beta
46:26
test
46:26
so
46:27
we
46:27
can
46:27
start
46:28
test
46:28
sending
46:29
our
46:29
agents
46:29
to
46:29
do
46:30
our
46:30
bidding.
46:30
Take
46:30
out
46:30
our
46:31
personal
46:31
information,
46:31
David,
46:32
and
46:32
get
46:32
us
46:32
on.
46:32
Get
46:33
us
46:33
on
46:33
the.
46:34
Get
46:34
us
46:34
on
46:34
the
46:34
beta.
46:35
All
46:35
right.
46:36
All
46:36
right,
46:36
let's
46:36
go
46:36
to
46:36
the
46:37
lightning
46:37
round.
46:37
Chris,
46:38
question
46:38
number
46:38
one.
46:39
Customers
46:40
have
46:40
been
46:40
stockpiling
46:41
even
46:41
more
46:42
items
46:42
as
46:42
of
46:43
late
46:43
that
46:43
may
46:43
be
46:43
impacted
46:44
by
46:44
the
46:44
latest.
46:45
Latest
46:45
tariffs
46:45
that
46:46
President
46:46
Trump
46:46
announced
46:47
last
46:47
week.
46:47
Chris,
46:48
is
46:48
there
46:48
an
46:48
item
46:49
that
46:49
you're
46:50
keen
46:50
to
46:50
stock
46:50
up
46:51
on?
46:52
Oh,
46:53
man.
46:54
Well,
46:54
it's
46:54
not
46:54
toilet
46:54
paper.
46:55
And
46:55
because,
46:55
as
46:55
you
46:55
know,
46:56
as
46:56
you.
46:56
As
46:57
you
46:57
let
46:57
the
46:57
listeners
46:57
in
46:57
on
46:58
the
46:58
little
46:58
secret,
46:58
I
46:58
travel
46:59
with
46:59
my
46:59
own,
46:59
so
46:59
I'm
47:00
feeling
47:00
very
47:00
well
47:00
stocked
47:01
up
47:01
on
47:01
that.
47:01
But,
47:02
you
47:02
know,
47:02
I
47:02
guess
47:03
I
47:03
would
47:03
say
47:03
I
47:04
don't
47:04
really
47:04
have
47:04
anything
47:04
that
47:04
comes
47:05
to
47:05
mind.
47:05
For
47:05
me,
47:05
I
47:05
think
47:05
it
47:06
would
47:06
be
47:06
my.
47:06
My
47:07
dream
47:07
car
47:07
purchase,
47:08
which
47:08
would
47:08
be
47:08
a
47:08
Mercedes
47:09
G
47:09
Wagon.
47:09
I
47:10
would
47:10
love
47:10
to
47:10
stock
47:10
up
47:11
on
47:11
those.
47:11
You
47:12
better
47:12
get
47:12
that
47:12
now.
47:13
Yeah,
47:13
you
47:13
better
47:14
get
47:14
that
47:14
now.
47:15
No
47:15
French
47:16
wine
47:17
or,
47:17
like,
47:18
maple
47:18
syrup
47:19
from
47:19
Canada.
47:20
You
47:20
don't
47:20
need
47:20
to.
47:21
Nothing
47:21
like
47:21
that.
47:21
I
47:22
mean.
47:22
Yes,
47:22
I
47:22
guess.
47:22
Yeah.
47:23
Anyone
47:23
wants
47:23
to
47:23
send
47:23
me
47:23
those?
47:24
Yeah,
47:24
for
47:24
sure.
47:24
I'd
47:24
stock
47:25
up
47:25
on
47:25
all
47:25
those.
47:25
But,
47:26
you
47:26
know,
47:26
I'm
47:26
not
47:26
a
47:27
very
47:27
consumptive
47:27
person,
47:28
given
47:28
the
47:28
fact
47:28
that
47:28
we
47:28
do
47:29
a
47:29
retail
47:29
podcast
47:30
in
47:30
general.
47:30
But.
47:31
All
47:31
right,
47:31
number
47:32
two,
47:32
a
47:32
biotech
47:33
company
47:33
this
47:33
week
47:33
said
47:34
that
47:34
it
47:34
has
47:34
bred
47:34
three
47:35
animals
47:35
with
47:36
key
47:36
physical
47:37
features
47:37
of
47:37
the
47:38
direwolf,
47:39
a
47:39
species
47:39
that
47:40
has
47:40
been
47:40
extinct
47:40
for
47:41
more
47:41
than
47:41
1200
47:42
years.
47:42
If
47:43
you
47:43
could
47:43
bring
47:43
back
47:43
12,000.
47:44
12,000
47:46
years.
47:46
Oh,
47:46
my
47:47
God.
47:47
That's
47:48
a
47:48
long
47:48
time.
47:49
Yeah.
47:49
Wow.
47:50
Thank
47:50
you
47:50
for
47:50
that
47:50
correction,
47:51
too.
47:51
That's
47:51
an
47:51
important
47:52
point.
47:52
If
47:53
you
47:53
could
47:53
bring
47:53
back
47:54
one
47:54
other
47:54
species
47:55
from
47:55
extinction,
47:56
what
47:57
would
47:57
it
47:57
be?
47:58
Well,
47:58
clearly
47:58
the
47:59
dire
47:59
wolf
47:59
is
47:59
an
48:00
important
48:00
one
48:00
to
48:00
me
48:00
because
48:01
I
48:01
know
48:02
exactly
48:02
how
48:02
long
48:03
it's
48:03
been
48:03
extinct
48:04
for.
48:04
But
48:05
I
48:05
have
48:05
to
48:05
say,
48:06
dinosaurs.
48:08
You
48:08
got
48:08
to
48:08
bring
48:08
back
48:09
a
48:09
dinosaur.
48:10
Like,
48:10
maybe
48:11
not
48:11
a
48:11
giant
48:12
Jurassic
48:13
Park.
48:13
That's
48:13
what
48:13
you
48:13
want.
48:13
Hell,
48:14
yeah,
48:14
I
48:14
do.
48:16
When
48:16
you
48:16
want
48:17
to
48:17
see.
48:17
I
48:17
got
48:17
to
48:17
get
48:17
off
48:18
this
48:18
world,
48:18
man.
48:19
But
48:19
would
48:20
you
48:20
want
48:20
to
48:20
see
48:20
a
48:20
dinosaur
48:21
in
48:21
real
48:21
life?
48:22
Like,
48:22
I
48:22
just
48:22
want
48:23
one,
48:23
and
48:23
I
48:23
don't
48:24
Want
48:24
it
48:24
to
48:24
be
48:24
like
48:25
a
48:25
meat
48:25
eater.
48:26
I
48:26
just
48:26
want
48:26
it
48:26
to
48:26
be
48:27
like
48:27
a
48:27
big
48:27
brontosaurus
48:28
or
48:29
something.
48:29
Like,
48:29
just
48:29
so
48:29
we
48:29
can
48:30
understand
48:30
the
48:30
pure
48:31
magnitude
48:32
of
48:32
how.
48:33
What
48:34
life
48:34
must
48:34
have
48:34
been
48:35
like
48:35
when
48:35
there's
48:35
just
48:35
a
48:35
brontosaurus
48:37
in
48:37
your
48:37
backyard.
48:39
I'm
48:39
good.
48:40
I'm
48:40
good.
48:41
I
48:41
don't
48:41
need
48:41
the
48:41
Flintstones.
48:42
I
48:42
don't
48:42
need
48:42
the
48:42
Flintstones
48:43
in
48:43
my
48:43
backyard.
48:43
And
48:44
I'm
48:44
good.
48:44
I'm
48:44
good.
48:45
It.
48:45
I.
48:45
My
48:45
mind.
48:46
My
48:46
mind
48:46
can't
48:47
take
48:47
the
48:47
cognitive
48:47
load
48:48
that
48:48
is.
48:48
That's
48:48
being
48:49
heaped
48:49
upon
48:49
it
48:49
right
48:49
now.
48:50
I'm
48:50
good.
48:50
I'm
48:50
good.
48:50
Without
48:51
dinosaurs
48:51
in
48:51
my
48:51
life.
48:52
I
48:52
think
48:52
I
48:52
am.
48:52
All
48:53
right,
48:53
fair.
48:54
Okay,
48:54
well,
48:54
Chris,
48:54
we're
48:55
gonna
48:55
move
48:55
on
48:55
to
48:56
a
48:56
vacation
48:57
focused
48:57
one,
48:57
then.
48:58
Okay,
48:58
good.
48:59
Take
48:59
me
48:59
away.
48:59
Cow
49:00
gone.
49:00
Take
49:00
me
49:00
away.
49:01
Okay.
49:01
White
49:02
Lotus
49:02
aired
49:02
its
49:02
final
49:03
episode
49:04
of
49:04
the
49:04
season
49:05
last
49:05
Sunday.
49:05
If
49:06
you
49:06
got
49:06
to
49:06
hand,
49:07
I've
49:07
not.
49:07
Seen
49:07
yet,
49:07
so
49:07
don't
49:08
spoil
49:08
anything
49:08
with.
49:09
I
49:09
won't.
49:09
I'm
49:09
not
49:09
gonna
49:09
spoil
49:10
it.
49:10
I'm
49:10
not
49:10
gonna
49:10
spoil
49:11
it.
49:11
But
49:11
you
49:11
need
49:11
to
49:11
watch
49:12
it
49:12
soon.
49:13
If
49:14
you
49:14
got
49:14
to
49:14
hand
49:15
out
49:15
Emmys
49:15
for
49:16
the
49:16
following
49:16
categories
49:17
for
49:17
the
49:17
cast
49:18
of
49:18
White
49:18
Lotus,
49:19
who
49:19
would
49:19
win
49:19
them?
49:19
I
49:20
want
49:20
to
49:20
know,
49:20
who
49:21
did
49:21
you
49:21
think
49:21
was
49:21
the
49:21
best
49:22
actor?
49:22
Who
49:23
is
49:23
the
49:23
most
49:23
hated
49:24
character,
49:25
the
49:25
most
49:26
loved
49:26
character?
49:27
And
49:28
which
49:29
character
49:29
would
49:29
you
49:30
most
49:30
like
49:30
to
49:30
be
49:30
on
49:30
a
49:30
trip
49:31
at
49:31
the
49:31
White
49:31
Lotus
49:32
with?
49:33
Those
49:33
are
49:33
your
49:33
categories.
49:34
Okay.
49:35
Okay,
49:35
okay,
49:35
okay.
49:36
Got
49:36
it.
49:36
Got
49:36
it.
49:36
Now,
49:36
I
49:37
haven't
49:37
seen
49:37
the
49:37
show,
49:37
so
49:38
fans,
49:38
just
49:39
give
49:39
me
49:39
some
49:39
grace
49:39
here,
49:40
because
49:40
I
49:40
haven't
49:40
seen
49:40
the
49:40
final
49:40
show,
49:41
so.
49:41
Especially
49:41
for
49:41
the
49:42
hate
49:42
question,
49:42
you
49:42
know,
49:42
I
49:43
think
49:43
that
49:43
one's.
49:43
Yeah,
49:44
for
49:44
sure,
49:44
for
49:44
sure.
49:44
If
49:45
I
49:45
haven't
49:45
seen
49:45
the
49:45
whole
49:45
show.
49:46
All
49:46
right,
49:46
so
49:46
best
49:47
actor.
49:47
This
49:47
one
49:47
might
49:47
surprise
49:48
you.
49:48
And
49:48
I'm
49:48
going
49:48
with
49:48
Patrick
49:49
Schwarzenegger,
49:49
I
49:50
think.
49:50
I
49:50
think
49:50
he
49:51
crushed
49:51
it
49:51
on
49:51
that
49:51
show
49:52
this
49:52
year.
49:52
I
49:52
think
49:53
he
49:53
was
49:53
really,
49:53
really
49:54
good
49:54
and
49:54
very.
49:55
A
49:55
very
49:55
talented
49:56
actor.
49:56
He
49:57
showed
49:57
me
49:57
a
49:57
range
49:57
and
49:58
depth
49:58
of
49:58
emotion
49:58
that
49:59
I
49:59
was
49:59
surprised
49:59
to
49:59
see
49:59
from
50:00
him.
50:00
Man,
50:01
old
50:01
Saxon,
50:02
he
50:02
had
50:02
a
50:02
lot.
50:02
He
50:03
had
50:03
a
50:03
lot
50:03
of
50:03
stuff
50:03
happening
50:04
in
50:04
this
50:04
season.
50:05
Absolutely.
50:06
I
50:06
think
50:06
he
50:06
did
50:06
a
50:07
good
50:07
job.
50:07
Okay.
50:08
Yeah,
50:08
he
50:08
was
50:08
good.
50:09
I
50:09
liked
50:09
him.
50:10
Most
50:10
loved
50:10
was
50:11
Parker
50:11
Posey.
50:12
Like,
50:12
oh,
50:12
God,
50:13
Piper.
50:13
No,
50:14
Like,
50:15
I
50:15
just
50:15
love
50:16
her.
50:16
She's.
50:16
So
50:19
we
50:20
just
50:20
have
50:20
to
50:20
do.
50:21
It's
50:21
a
50:21
cult.
50:22
Yeah.
50:24
Most
50:25
hated.
50:25
I
50:26
think
50:26
I'd
50:26
go
50:26
with
50:26
Michelle
50:27
Monahan's
50:27
character.
50:27
I
50:28
don't
50:28
remember
50:28
her
50:28
name,
50:29
but
50:29
the
50:29
TV
50:30
actress,
50:30
I
50:30
just
50:30
don't
50:30
like
50:31
her.
50:31
I
50:31
think
50:31
she's
50:32
Jacqueline.
50:33
Yeah,
50:33
no,
50:33
Jacqueline.
50:34
Yeah,
50:34
I
50:34
think
50:34
she's
50:34
just
50:34
annoying.
50:35
Okay.
50:36
And
50:36
if
50:36
I
50:36
had
50:36
to
50:37
take
50:37
somebody
50:37
on
50:37
a
50:37
trip
50:38
with
50:38
me,
50:39
I
50:39
don't
50:39
know
50:39
her.
50:40
I
50:40
think
50:40
it's.
50:40
I
50:40
think
50:40
her
50:41
name's
50:41
Mook.
50:41
On
50:41
the
50:41
show.
50:42
I'm
50:42
going
50:42
with
50:42
the
50:43
Korean
50:43
K
50:43
pop
50:44
star
50:44
because,
50:44
yeah,
50:45
she's,
50:45
she,
50:46
she's
50:46
pretty
50:46
darn
50:47
good
50:47
looking.
50:47
I
50:47
wouldn't
50:47
mind
50:48
going
50:48
on
50:48
a
50:48
trip
50:48
with
50:48
her.
50:49
She,
50:49
she,
50:49
she
50:49
would,
50:50
she'd
50:50
be
50:50
a
50:50
good
50:51
travel
50:51
companion
50:51
for
50:51
me.
50:52
She
50:52
seems
50:52
fun
50:53
too.
50:53
Like,
50:53
she
50:54
kind
50:54
of,
50:54
she's
50:54
got
50:54
a
50:54
little
50:55
danger
50:55
to
50:55
her.
50:56
She
50:56
wants,
50:56
yeah.
50:57
Guy
50:57
talk
50:57
to
50:58
like,
50:58
you
50:58
know,
50:59
step
50:59
it
50:59
up
50:59
a
50:59
little
51:00
bit.
51:00
I
51:00
think
51:00
she'd
51:00
be
51:00
a
51:01
fun
51:01
challenging
51:02
vacation
51:03
opponent.
51:03
So
51:03
I,
51:04
I
51:04
agree
51:04
with
51:04
your
51:04
categories.
51:05
Parker
51:06
Posey,
51:06
man,
51:06
this
51:07
is
51:07
gonna
51:07
relaunch
51:08
her
51:08
career,
51:08
though.
51:08
I,
51:09
I
51:09
love
51:10
that
51:10
for
51:10
sure.
51:11
I
51:11
don't,
51:11
I
51:11
don't
51:11
know
51:12
what
51:12
a
51:12
vacation
51:12
opponent
51:13
is,
51:13
but
51:13
I'm
51:14
glad
51:14
I,
51:14
I'm
51:14
glad
51:14
I
51:15
get
51:15
to
51:15
think
51:15
about
51:15
that
51:16
for
51:16
the
51:16
first
51:16
time.
51:18
Taking
51:19
an
51:19
opponent
51:19
on
51:19
vacation
51:20
with
51:20
me.
51:20
All
51:20
right,
51:20
last
51:21
one
51:21
challenge.
51:22
She's
51:22
gonna
51:23
challenge
51:23
me
51:23
because
51:23
I
51:24
need
51:24
to
51:24
be
51:24
challenged.
51:24
All
51:24
right.
51:25
National
51:25
Burrito
51:25
day
51:26
was
51:26
on
51:26
April
51:27
3rd
51:27
last
51:27
week
51:27
and
51:28
we
51:28
were
51:28
on
51:28
spring
51:28
break.
51:29
I
51:29
didn't
51:29
celebrate
51:30
it.
51:30
I'm
51:30
curious
51:30
one,
51:30
if
51:31
you
51:31
did.
51:31
But
51:31
two,
51:32
what
51:32
is
51:33
currently.
51:33
We've
51:33
talked
51:33
about
51:34
this
51:34
before
51:34
on
51:34
the
51:34
podcast,
51:35
but
51:35
it's
51:35
been
51:35
a
51:35
number
51:35
of
51:35
years
51:36
since
51:36
we
51:36
brought
51:36
it
51:36
up
51:36
again.
51:37
What
51:37
is
51:37
currently
51:38
the
51:38
number
51:38
one
51:38
thing
51:39
that
51:39
you
51:39
think
51:39
screws
51:39
up
51:40
a
51:40
good
51:40
burrito?
51:41
Okay,
51:42
well,
51:43
I
51:43
did
51:43
not,
51:44
I
51:44
did
51:44
not
51:44
celebrate
51:45
because
51:45
I
51:45
was
51:45
in
51:45
the
51:46
least
51:46
likely
51:46
burrito
51:47
place
51:47
of
51:48
Vancouver,
51:48
Canada.
51:49
We
51:50
ate
51:50
sushi
51:50
on
51:50
that
51:51
day
51:51
instead
51:51
of.
51:52
But
51:52
I
51:52
guess
51:52
you
51:53
could
51:53
have
51:53
a
51:53
sushi
51:53
burrito,
51:54
but
51:54
we
51:54
did
51:54
not.
51:54
Okay.
51:55
The
51:56
biggest
51:56
thing
51:57
to
51:57
mess
51:57
up
51:57
a
51:57
burrito,
51:58
I
51:58
think
51:59
by
51:59
standby
52:00
sogginess.
52:02
Like
52:02
if
52:02
you
52:02
have
52:02
too
52:03
much
52:03
liquid
52:03
in
52:03
a
52:03
burrito,
52:04
that's
52:04
a
52:04
problem.
52:05
So
52:06
I
52:06
think
52:06
that
52:06
the
52:07
solution
52:07
to.
52:08
And
52:08
the
52:08
best
52:08
burritos
52:09
that
52:09
I've
52:09
had,
52:10
they,
52:10
they
52:11
like
52:11
melt
52:11
the
52:12
cheese
52:12
right
52:13
away
52:13
on
52:13
the
52:14
tortilla
52:15
and
52:15
then
52:15
use
52:16
that
52:16
as
52:16
like
52:16
a
52:16
double
52:17
defense
52:17
layer
52:18
to
52:18
keep
52:18
all
52:19
the
52:19
ingredients.
52:20
Yeah.
52:21
So
52:21
that's
52:22
what
52:22
I
52:22
think.
52:22
If
52:23
you're
52:23
going
52:23
to
52:23
make
52:23
a
52:23
good
52:23
burrito,
52:24
you
52:24
put
52:24
the
52:24
cheese
52:25
on
52:25
the
52:25
bottom
52:26
and
52:26
like
52:26
let
52:26
it
52:27
melt
52:27
so
52:27
that
52:27
it
52:27
can
52:28
like
52:28
double
52:28
protect
52:29
any
52:30
of
52:30
the,
52:30
the
52:31
sogginess
52:31
from
52:32
happening
52:32
from
52:32
the
52:32
tomatoes
52:33
or
52:33
lettuce
52:34
or
52:34
other
52:34
ingredients.
52:35
But
52:35
yeah,
52:36
that's
52:36
my
52:37
good,
52:37
good.
52:38
Have
52:38
you
52:38
changed
52:39
your
52:39
stance?
52:40
No,
52:41
my
52:41
number
52:41
one
52:42
is
52:42
still
52:42
the
52:42
loose
52:42
fold.
52:43
I
52:43
don't
52:43
like
52:43
the
52:43
loose
52:44
fold,
52:44
but
52:44
I
52:44
think
52:44
if
52:45
you
52:45
bring
52:45
the
52:45
loose
52:45
fold
52:46
in
52:46
tandem
52:46
with
52:47
the
52:47
wetness
52:47
of
52:48
the
52:48
burrito,
52:48
then
52:48
you've
52:49
got
52:49
disaster.
52:50
That's
52:50
like.
52:50
That's,
52:50
like,
52:51
almost
52:51
inedible.
52:51
It's
52:52
like
52:52
soggy
52:52
doggy.
52:53
That's
52:53
not
52:53
working.
52:54
The
52:54
soggy
52:54
doggy
52:55
burrito.
52:55
That's.
52:55
That's.
52:55
That's
52:56
just
52:56
not.
52:56
Not
52:56
good
52:57
for
52:57
anyone.
52:57
All
52:57
right,
52:58
happy
52:58
birthday
52:59
today
52:59
to
52:59
Dennis
52:59
quaid,
53:00
Kristen
53:01
Stewart,
53:01
and
53:01
to
53:01
the
53:02
real
53:03
you.
53:03
Like
53:04
Dennis
53:04
Quaid.
53:05
Oh,
53:05
my
53:05
God.
53:05
I've
53:05
been
53:05
obsessed
53:06
with
53:06
Dennis
53:06
Quaid
53:07
for
53:07
my
53:07
entire
53:07
life.
53:08
Yeah.
53:09
Such
53:09
a
53:09
skeezy,
53:10
dude.
53:10
Oh,
53:10
man.
53:11
I
53:11
just.
53:11
Oh,
53:11
God.
53:12
Now,
53:12
sure.
53:13
But,
53:13
yeah,
53:14
Happy
53:14
birthday.
53:15
I'm.
53:16
I'm
53:16
team
53:16
meg.
53:17
I'm
53:17
team
53:17
Meg
53:18
versus
53:18
team
53:18
Dennis.
53:19
All
53:19
right,
53:19
Kristen
53:20
Stewart.
53:20
And
53:20
to
53:21
the
53:21
real
53:21
Rudy,
53:22
the
53:22
underdog
53:22
hero
53:23
of
53:23
my
53:23
80s
53:24
heart,
53:24
the
53:24
lovely
53:25
Keisha
53:25
knight
53:26
pulliam.
53:26
And
53:27
remember,
53:27
if
53:27
you
53:27
can
53:27
only
53:28
read
53:28
or
53:28
listen
53:28
to
53:29
one
53:29
retail
53:29
blog
53:30
in
53:30
the
53:30
business,
53:31
make
53:31
it
53:31
omnitok.
53:32
And
53:32
because
53:33
you're
53:33
staring
53:33
at
53:33
me,
53:33
that
53:34
she
53:34
played
53:34
Rudy
53:34
on
53:34
the
53:34
cosby
53:35
show,
53:36
make
53:36
it
53:36
omnita.
53:37
The
53:38
only
53:38
retop.
53:39
There
53:39
she
53:39
goes.
53:40
There
53:40
she
53:40
goes.
53:41
I
53:41
was
53:41
thinking
53:41
of
53:41
Rudy,
53:42
the
53:42
football
53:42
film.
53:43
I
53:43
know.
53:44
That's
53:44
why
53:44
I
53:44
threw
53:44
it
53:45
that
53:45
way.
53:45
Yeah,
53:45
yeah.
53:46
Okay.
53:46
Do
53:46
a
53:46
little
53:46
thing.
53:47
I
53:47
thought
53:47
you
53:47
know
53:47
Keisha
53:48
knight
53:48
pulling,
53:48
but
53:48
I
53:48
guess
53:48
you're
53:49
not
53:49
up
53:49
on
53:49
your.
53:50
Your
53:50
cosby
53:50
actors
53:51
like
53:51
Malcolm,
53:51
Jamal
53:52
Warner
53:52
and
53:53
Lisa
53:53
bonet.
53:54
I
53:55
know
53:55
her.
53:55
Yeah.
53:56
And.
53:56
And
53:56
the
53:56
fourth
53:57
sister
53:57
who
53:57
no
53:58
one
53:58
knows
53:58
the
53:58
name
53:58
of.
53:59
Like,
53:59
I
53:59
have
53:59
no
53:59
idea
53:59
what
54:00
her
54:00
name
54:00
was.
54:00
Sandra
54:01
was
54:01
her
54:01
name
54:01
on
54:02
the
54:02
show
54:02
and
54:02
her
54:03
husband
54:03
Elwood.
54:03
But
54:04
anyway,
54:04
if
54:05
you
54:05
can
54:05
only
54:05
read
54:06
or
54:06
listen
54:06
to
54:06
one
54:06
retail
54:07
blog
54:07
in
54:07
the
54:07
business,
54:07
and
54:08
if
54:08
you've
54:08
stuck
54:08
with
54:08
us
54:09
this
54:09
long,
54:09
by
54:09
God,
54:10
make
54:10
it
54:11
omnitoc.
54:11
The
54:12
only
54:12
retail
54:12
outlet
54:13
run
54:13
by
54:13
two
54:13
former
54:13
executive
54:14
executives
54:14
from
54:14
a
54:14
current
54:15
top
54:15
10
54:15
u.
54:15
S.
54:15
Retailer.
54:16
Our
54:16
fast
54:16
five
54:17
podcast
54:17
is
54:17
the
54:17
quickest,
54:18
fastest
54:18
rundown
54:18
of
54:18
all
54:19
the
54:19
week's
54:19
top
54:19
news
54:20
in
54:20
our
54:20
daily
54:20
newsletter.
54:21
The
54:21
retail
54:21
daily
54:21
minute
54:22
tells
54:22
you
54:22
all
54:22
you
54:22
need
54:22
to
54:22
know
54:22
each
54:23
day
54:24
to
54:24
stay
54:24
on
54:24
top
54:25
of
54:25
your
54:25
game
54:25
as
54:25
a
54:26
retail
54:26
executive.
54:27
And
54:27
also
54:27
it
54:27
regularly
54:28
features
54:28
exclusive
54:29
content
54:29
that
54:29
we
54:30
and
54:30
And
54:30
I
54:31
both
54:31
take
54:31
a
54:31
lot
54:31
of
54:31
pride
54:32
in
54:32
doing
54:32
just
54:32
for
54:32
you.
54:33
Thanks
54:33
as
54:33
always
54:33
for
54:33
listening,
54:34
and
54:34
please
54:34
remember
54:34
to
54:34
like
54:34
and
54:35
leave
54:35
us
54:35
a
54:35
review
54:35
wherever
54:36
you
54:36
happen
54:36
to
54:36
listen
54:36
to
54:36
your
54:37
podcast
54:37
or
54:37
on
54:37
YouTube.
54:38
You
54:38
can
54:38
follow
54:39
us
54:39
today
54:39
by
54:39
simply
54:39
going
54:39
into
54:40
YouTube.com
54:41
omnitalk
54:42
retail.
54:43
So
54:43
until
54:43
next
54:44
week,
54:44
on
54:44
behalf
54:44
of
54:44
all
54:45
of
54:45
us
54:45
at
54:45
omnitalk
54:46
retail,
54:46
on
54:46
behalf
54:47
of
54:47
Anne
54:47
and
54:47
myself,
54:48
as
54:48
always,
54:49
be
54:49
careful
54:49
out
54:49
there.