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Fast Five Shorts | How Momentous Is Google’s New AI Mode? · Omni Talk Retail

• 0:00
  Google
• 0:00
  is
• 0:00
  rolling
• 0:00
  out
• 0:01
  a
• 0:01
  Gentic
• 0:01
  AI
• 0:02
  Checkout
• 0:03
  According
• 0:03
  to
• 0:03
  Chainstore
• 0:04
  Age,
• 0:04
  Google
• 0:05
  is
• 0:05
  introducing
• 0:05
  a
• 0:05
  new
• 0:06
  artificial
• 0:06
  intelligence
• 0:07
  enhanced
• 0:07
  shopping
• 0:07
  experience
• 0:08
  called
• 0:08
  AI
• 0:09
  Mode.
• 0:09
  The
• 0:10
  tech
• 0:10
  giant's
• 0:10
  AI
• 0:11
  Mode
• 0:11
  shopping
• 0:11
  experience
• 0:11
  combines
• 0:12
  its
• 0:12
  Gemini
• 0:13
  Generative
• 0:14
  AI
• 0:14
  chatbot
• 0:15
  with
• 0:15
  Google
• 0:15
  Shopping
• 0:16
  Graph,
• 0:16
  a
• 0:17
  real
• 0:17
  time
• 0:17
  data
• 0:17
  set
• 0:18
  of
• 0:18
  products,
• 0:18
  inventory
• 0:19
  and
• 0:19
  merchants
• 0:19
  with
• 0:19
  more
• 0:19
  than
• 0:20
  45
• 0:20
  billion
• 0:21
  listings
• 0:22
  in
• 0:22
  stock
• 0:22
  inventory
• 0:23
  data
• 0:24
  from
• 0:24
  a
• 0:24
  range
• 0:25
  of
• 0:25
  retailers
• 0:26
  every
• 0:26
  hour.
• 0:26
  More
• 0:26
  than
• 0:27
  2
• 0:27
  billion
• 0:27
  of
• 0:28
  those
• 0:28
  product
• 0:28
  listings
• 0:29
  are
• 0:29
  refreshed
• 0:29
  on
• 0:30
  Google.
• 0:30
  2
• 0:30
  billion
• 0:31
  with
• 0:31
  a
• 0:31
  B.
• 0:32
  In
• 0:32
  the
• 0:32
  coming
• 0:32
  months,
• 0:32
  customers
• 0:33
  will
• 0:33
  be
• 0:33
  able
• 0:33
  to
• 0:33
  search
• 0:34
  for
• 0:34
  products
• 0:34
  using
• 0:34
  conversational
• 0:35
  language
• 0:36
  and
• 0:36
  see
• 0:36
  a
• 0:36
  right
• 0:36
  hand
• 0:37
  panel
• 0:37
  of
• 0:37
  images
• 0:38
  and
• 0:38
  product
• 0:38
  listings.
• 0:39
  Once
• 0:39
  a
• 0:39
  customer
• 0:40
  selects
• 0:40
  a
• 0:40
  product,
• 0:40
  a
• 0:41
  new
• 0:41
  agentic
• 0:41
  AI
• 0:42
  checkout
• 0:42
  will
• 0:42
  help
• 0:43
  customers
• 0:43
  buy
• 0:44
  at
• 0:44
  a
• 0:44
  price
• 0:44
  that
• 0:44
  fits
• 0:44
  their
• 0:45
  budgets.
• 0:46
  Shoppers
• 0:46
  will
• 0:46
  be
• 0:47
  able
• 0:47
  to
• 0:47
  tap
• 0:48
  track
• 0:48
  price
• 0:49
  on
• 0:49
  any
• 0:49
  product
• 0:49
  listing
• 0:50
  and
• 0:50
  set
• 0:50
  options
• 0:50
  such
• 0:51
  as
• 0:51
  size
• 0:51
  or
• 0:51
  color
• 0:52
  and
• 0:52
  the
• 0:52
  amount
• 0:52
  they
• 0:52
  want
• 0:53
  to
• 0:53
  spend
• 0:53
  and
• 0:54
  then
• 0:54
  receive
• 0:55
  price
• 0:55
  drop
• 0:56
  notifications
• 0:57
  when
• 0:57
  ready
• 0:57
  to
• 0:57
  buy.
• 0:57
  The
• 0:58
  customer
• 0:58
  will
• 0:58
  then
• 0:58
  be
• 0:58
  able
• 0:58
  to
• 0:59
  confirm
• 0:59
  the
• 0:59
  purchase
• 0:59
  details
• 1:00
  and
• 1:00
  tap
• 1:00
  buy
• 1:00
  for
• 1:00
  me
• 1:01
  behind
• 1:01
  the
• 1:02
  scenes,
• 1:02
  Google
• 1:02
  will
• 1:02
  add
• 1:02
  the
• 1:02
  item
• 1:03
  to
• 1:03
  their
• 1:03
  cart
• 1:03
  on
• 1:03
  the
• 1:04
  retailer
• 1:04
  site
• 1:04
  and
• 1:04
  securely
• 1:05
  complete
• 1:05
  the
• 1:05
  checkout
• 1:06
  with
• 1:06
  Google
• 1:06
  Play.
• 1:07
  This
• 1:07
  agentic
• 1:08
  checkout
• 1:09
  feature
• 1:09
  will
• 1:09
  be
• 1:09
  rolling
• 1:10
  out
• 1:10
  in
• 1:10
  the
• 1:10
  coming
• 1:10
  months
• 1:11
  to
• 1:11
  product
• 1:12
  listings
• 1:12
  in
• 1:13
  the
• 1:13
  US
• 1:13
  and
• 1:14
  there
• 1:14
  was
• 1:14
  a
• 1:15
  lot
• 1:15
  there
• 1:15
  intentionally
• 1:16
  because
• 1:16
  we
• 1:16
  wanted
• 1:17
  to
• 1:17
  make
• 1:17
  sure
• 1:17
  the
• 1:17
  fans
• 1:18
  knew
• 1:18
  how
• 1:18
  this
• 1:18
  was
• 1:18
  designed
• 1:19
  to
• 1:19
  work.
• 1:19
  And
• 1:20
  lo
• 1:20
  and
• 1:20
  behold,
• 1:21
  this
• 1:21
  is
• 1:21
  also
• 1:21
  the
• 1:22
  A
• 1:22
  and
• 1:22
  M
• 1:22
  put
• 1:22
  you
• 1:23
  on
• 1:23
  the
• 1:23
  spot
• 1:23
  question.
• 1:24
  Are
• 1:24
  you
• 1:24
  ready
• 1:24
  for
• 1:25
  it
• 1:25
  this
• 1:25
  week?
• 1:25
  Oh
• 1:25
  yes.
• 1:26
  If
• 1:26
  it's
• 1:26
  about
• 1:27
  Google
• 1:27
  Shopping,
• 1:27
  you
• 1:27
  know
• 1:28
  I'm
• 1:28
  ready
• 1:28
  for
• 1:28
  it.
• 1:29
  I
• 1:29
  know
• 1:29
  I
• 1:30
  picked
• 1:30
  this
• 1:30
  one
• 1:31
  specifically
• 1:31
  for
• 1:31
  you.
• 1:32
  I
• 1:32
  put
• 1:32
  this
• 1:32
  as
• 1:32
  headline
• 1:32
  number
• 1:33
  four
• 1:33
  specifically
• 1:33
  for
• 1:34
  you.
• 1:34
  All
• 1:34
  right,
• 1:34
  here
• 1:34
  it
• 1:34
  is.
• 1:35
  How
• 1:35
  much
• 1:36
  does
• 1:36
  this
• 1:36
  enhance
• 1:37
  the
• 1:37
  experience
• 1:37
  for
• 1:37
  those
• 1:38
  who
• 1:38
  currently
• 1:38
  use
• 1:38
  Google
• 1:39
  Shopping?
• 1:39
  Or
• 1:40
  does
• 1:40
  this
• 1:40
  have
• 1:40
  the
• 1:40
  chance
• 1:41
  to
• 1:41
  disproportionately
• 1:42
  pull
• 1:42
  from
• 1:43
  those
• 1:43
  who
• 1:43
  currently
• 1:43
  go
• 1:44
  directly
• 1:44
  to
• 1:45
  retailer.com
• 1:46
  sites
• 1:47
  for
• 1:47
  B2C
• 1:48
  buying,
• 1:48
  the
• 1:49
  floor
• 1:49
  is
• 1:49
  yours.
• 1:51
  Well
• 1:52
  listeners,
• 1:53
  I
• 1:53
  tried
• 1:53
  this
• 1:53
  last
• 1:53
  night
• 1:54
  and
• 1:54
  I
• 1:54
  will
• 1:55
  clarify
• 1:55
  the
• 1:56
  only
• 1:56
  the
• 1:56
  try
• 1:56
  it
• 1:57
  on
• 1:57
  mode
• 1:57
  was
• 1:57
  available
• 1:58
  to
• 1:58
  me.
• 1:59
  The
• 1:59
  rest
• 1:59
  of
• 1:59
  the
• 1:59
  features
• 2:00
  it
• 2:00
  sounds
• 2:00
  like
• 2:00
  are
• 2:00
  coming
• 2:01
  coming
• 2:01
  soon
• 2:01
  to
• 2:01
  the
• 2:01
  rest
• 2:02
  of
• 2:02
  us
• 2:02
  who
• 2:02
  aren't
• 2:02
  in
• 2:03
  the
• 2:03
  beta
• 2:03
  program.
• 2:04
  But
• 2:04
  the
• 2:04
  AI
• 2:05
  generated
• 2:05
  image
• 2:06
  I
• 2:06
  put.
• 2:06
  This
• 2:06
  pretty
• 2:07
  damn
• 2:07
  good.
• 2:07
  I
• 2:07
  put
• 2:08
  these
• 2:08
  up
• 2:08
  on
• 2:08
  LinkedIn
• 2:09
  last
• 2:09
  night.
• 2:09
  The
• 2:09
  AI
• 2:10
  generated
• 2:10
  images
• 2:11
  are
• 2:12
  so
• 2:12
  good,
• 2:13
  like
• 2:13
  so
• 2:14
  good.
• 2:14
  And
• 2:14
  I'm
• 2:14
  a
• 2:14
  huge
• 2:15
  skeptic
• 2:15
  about
• 2:15
  the
• 2:16
  the
• 2:16
  fit
• 2:17
  me
• 2:17
  models
• 2:17
  and
• 2:17
  all
• 2:18
  these
• 2:18
  things.
• 2:18
  No,
• 2:19
  no
• 2:19
  no
• 2:19
  no.
• 2:20
  But
• 2:20
  I
• 2:20
  think
• 2:20
  what
• 2:21
  A
• 2:21
  M
• 2:21
  where
• 2:22
  where
• 2:22
  a
• 2:22
  M's
• 2:23
  question
• 2:23
  is
• 2:23
  getting
• 2:23
  at
• 2:24
  and
• 2:24
  what
• 2:24
  I
• 2:24
  think
• 2:24
  is
• 2:24
  the
• 2:25
  most
• 2:25
  impressive
• 2:25
  thing
• 2:26
  here
• 2:26
  is
• 2:26
  is
• 2:27
  when
• 2:28
  When
• 2:28
  I'm
• 2:28
  as
• 2:28
  a
• 2:29
  shopper,
• 2:29
  I
• 2:30
  put
• 2:30
  into
• 2:30
  Gemini
• 2:31
  like,
• 2:31
  hey,
• 2:31
  I'm
• 2:31
  looking
• 2:32
  for
• 2:32
  a
• 2:32
  suit
• 2:33
  for
• 2:33
  Barcelona
• 2:34
  for
• 2:34
  next
• 2:34
  week
• 2:35
  that
• 2:35
  will
• 2:35
  be
• 2:36
  weather
• 2:36
  appropriate.
• 2:37
  Okay.
• 2:37
  That's
• 2:38
  how
• 2:38
  people
• 2:38
  are
• 2:38
  going
• 2:38
  to
• 2:39
  be
• 2:39
  searching.
• 2:40
  They're
• 2:40
  not
• 2:40
  going
• 2:40
  to
• 2:40
  the
• 2:41
  dot
• 2:41
  coms
• 2:41
  anymore.
• 2:42
  It's,
• 2:42
  it's
• 2:42
  give
• 2:43
  me
• 2:43
  some
• 2:43
  options.
• 2:44
  And
• 2:44
  now
• 2:44
  if
• 2:45
  you
• 2:45
  think
• 2:45
  about
• 2:45
  where
• 2:45
  this
• 2:46
  could
• 2:46
  go
• 2:46
  eventually,
• 2:47
  just
• 2:47
  taking
• 2:47
  that
• 2:48
  picture
• 2:48
  that
• 2:48
  I've
• 2:48
  uploaded
• 2:49
  and
• 2:49
  showing
• 2:49
  me
• 2:50
  all
• 2:50
  of
• 2:50
  these
• 2:51
  items
• 2:51
  on
• 2:52
  me,
• 2:52
  on
• 2:53
  me
• 2:53
  as
• 2:53
  a
• 2:53
  model,
• 2:54
  not
• 2:54
  a
• 2:55
  model
• 2:55
  that
• 2:55
  looks
• 2:55
  like
• 2:56
  me,
• 2:56
  but
• 2:56
  on
• 2:56
  me
• 2:57
  and
• 2:58
  I
• 2:58
  get
• 2:58
  to
• 2:58
  look
• 2:58
  at
• 2:58
  those.
• 2:59
  I
• 2:59
  mean,
• 2:59
  I
• 3:00
  was
• 3:00
  not
• 3:00
  planning
• 3:01
  on
• 3:01
  purchasing
• 3:02
  something.
• 3:02
  Chris,
• 3:03
  there
• 3:03
  are
• 3:03
  three
• 3:04
  things
• 3:04
  in
• 3:04
  three
• 3:04
  carts
• 3:05
  right
• 3:05
  now
• 3:05
  from
• 3:06
  just
• 3:06
  that
• 3:06
  thing
• 3:06
  that
• 3:06
  I
• 3:07
  was
• 3:07
  like,
• 3:07
  oh,
• 3:08
  I
• 3:08
  mean
• 3:08
  you
• 3:09
  still
• 3:09
  have
• 3:09
  the
• 3:09
  issue
• 3:09
  potentially
• 3:10
  of
• 3:10
  arriving
• 3:11
  and
• 3:11
  it
• 3:11
  doesn't
• 3:11
  fit
• 3:12
  as
• 3:12
  the
• 3:12
  AI
• 3:12
  model
• 3:13
  for
• 3:13
  sure.
• 3:13
  Yeah.
• 3:14
  But
• 3:14
  you
• 3:14
  know
• 3:14
  what?
• 3:15
  Those
• 3:15
  things
• 3:15
  are
• 3:16
  in
• 3:16
  my
• 3:16
  cart.
• 3:16
  Those
• 3:17
  companies
• 3:17
  have
• 3:17
  my
• 3:18
  contact
• 3:18
  information.
• 3:18
  They're
• 3:19
  pinging
• 3:19
  me
• 3:19
  and
• 3:20
  saying
• 3:20
  mango.com
• 3:21
  is
• 3:21
  like
• 3:21
  you
• 3:22
  left
• 3:22
  the
• 3:22
  suit
• 3:22
  in
• 3:23
  your
• 3:23
  cart.
• 3:24
  Here's
• 3:24
  the
• 3:24
  picture
• 3:24
  of
• 3:24
  it
• 3:25
  on
• 3:25
  you
• 3:25
  once
• 3:26
  again.
• 3:26
  Right.
• 3:27
  And
• 3:27
  do
• 3:27
  you
• 3:28
  want
• 3:28
  to
• 3:28
  check
• 3:28
  out.
• 3:28
  And
• 3:29
  I
• 3:29
  think
• 3:29
  the
• 3:29
  last
• 3:29
  thing
• 3:30
  that
• 3:30
  I'll
• 3:30
  add
• 3:30
  about
• 3:30
  where,
• 3:31
  where
• 3:31
  Google
• 3:32
  is
• 3:32
  really
• 3:32
  going
• 3:33
  to
• 3:33
  continue
• 3:33
  to
• 3:33
  stand
• 3:34
  out
• 3:34
  with
• 3:34
  this
• 3:35
  is
• 3:35
  when
• 3:35
  they
• 3:35
  start
• 3:35
  to
• 3:36
  add
• 3:36
  on
• 3:36
  these
• 3:36
  other
• 3:37
  features.
• 3:37
  And
• 3:38
  Nicole
• 3:38
  Netland,
• 3:39
  one
• 3:39
  of
• 3:39
  our
• 3:39
  former
• 3:40
  co
• 3:40
  workers
• 3:41
  from
• 3:41
  Target
• 3:41
  Store,
• 3:42
  the
• 3:42
  Future,
• 3:42
  who's
• 3:42
  working
• 3:43
  on
• 3:43
  this
• 3:43
  project,
• 3:44
  she
• 3:44
  said
• 3:44
  in
• 3:45
  a,
• 3:45
  in
• 3:45
  a
• 3:45
  chat
• 3:45
  that
• 3:46
  we
• 3:46
  had
• 3:46
  a
• 3:47
  few
• 3:47
  weeks
• 3:47
  ago
• 3:47
  at
• 3:48
  Google
• 3:48
  in
• 3:48
  New
• 3:48
  York
• 3:49
  that
• 3:49
  the,
• 3:50
  the
• 3:50
  key
• 3:50
  thing
• 3:51
  here
• 3:51
  about
• 3:52
  where
• 3:52
  Google
• 3:53
  has
• 3:53
  a
• 3:53
  moat
• 3:53
  that
• 3:54
  some
• 3:54
  of
• 3:54
  these
• 3:54
  other
• 3:55
  players
• 3:55
  in
• 3:55
  the
• 3:56
  space
• 3:57
  are,
• 3:57
  do
• 3:57
  not
• 3:57
  have
• 3:58
  is
• 3:58
  they
• 3:59
  know
• 3:59
  what
• 3:59
  I'm
• 3:59
  looking
• 3:59
  at
• 4:00
  on
• 4:00
  YouTube
• 4:01
  shorts,
• 4:02
  they
• 4:02
  know
• 4:02
  what
• 4:02
  kind
• 4:02
  of
• 4:03
  content
• 4:03
  I'm
• 4:03
  looking
• 4:04
  at
• 4:04
  there.
• 4:04
  They
• 4:05
  know
• 4:05
  my
• 4:05
  Gmail
• 4:06
  address,
• 4:06
  they
• 4:07
  know
• 4:07
  what
• 4:07
  activities
• 4:07
  are
• 4:08
  on
• 4:08
  my
• 4:08
  Google
• 4:08
  Calendar.
• 4:09
  And
• 4:09
  so
• 4:09
  when
• 4:10
  you
• 4:10
  start
• 4:10
  thinking
• 4:10
  about
• 4:11
  how
• 4:11
  they
• 4:11
  can
• 4:12
  kind
• 4:12
  of
• 4:12
  do
• 4:12
  the
• 4:12
  push
• 4:13
  and
• 4:13
  pull
• 4:13
  with
• 4:13
  me
• 4:14
  as
• 4:14
  a
• 4:14
  consumer
• 4:14
  consumer
• 4:15
  here
• 4:15
  based
• 4:16
  on
• 4:16
  the
• 4:16
  inputs
• 4:16
  they're
• 4:16
  getting
• 4:17
  from
• 4:17
  all
• 4:17
  of
• 4:17
  those
• 4:17
  sources
• 4:18
  and
• 4:18
  Gemini
• 4:19
  and
• 4:19
  the
• 4:19
  quality
• 4:20
  of
• 4:20
  the,
• 4:21
  the
• 4:21
  content
• 4:21
  they
• 4:22
  can
• 4:22
  serve
• 4:22
  me
• 4:22
  up.
• 4:23
  I
• 4:23
  think
• 4:23
  this
• 4:24
  is
• 4:24
  putting
• 4:24
  Google
• 4:24
  in
• 4:25
  an
• 4:25
  exceptional
• 4:25
  place
• 4:26
  or
• 4:26
  as
• 4:27
  a
• 4:27
  challenger
• 4:27
  to
• 4:27
  some
• 4:28
  of
• 4:28
  these
• 4:28
  other
• 4:28
  big
• 4:29
  companies
• 4:29
  that
• 4:29
  are
• 4:29
  coming
• 4:30
  up
• 4:30
  in
• 4:30
  this,
• 4:30
  in
• 4:31
  this
• 4:31
  space
• 4:31
  and
• 4:31
  especially
• 4:32
  as
• 4:32
  it
• 4:32
  applies
• 4:32
  to
• 4:33
  commerce.
• 4:33
  So
• 4:34
  I,
• 4:34
  I'm
• 4:34
  a
• 4:34
  huge
• 4:35
  fan,
• 4:36
  Chris.
• 4:36
  Give
• 4:37
  me,
• 4:37
  talk
• 4:37
  me
• 4:38
  down.
• 4:38
  Talk
• 4:39
  you
• 4:39
  down?
• 4:40
  Where,
• 4:40
  where?
• 4:40
  Am
• 4:41
  I
• 4:41
  missing
• 4:41
  some
• 4:41
  key
• 4:42
  points
• 4:42
  about
• 4:42
  this
• 4:43
  rollout?
• 4:44
  Well,
• 4:44
  yeah,
• 4:45
  no,
• 4:45
  I
• 4:45
  mean,
• 4:45
  I
• 4:45
  think
• 4:45
  you're
• 4:45
  bringing
• 4:45
  up
• 4:45
  some
• 4:46
  interesting
• 4:46
  points
• 4:46
  I
• 4:46
  hadn't
• 4:46
  thought
• 4:46
  of
• 4:47
  in
• 4:47
  preparation
• 4:47
  for
• 4:47
  this.
• 4:47
  I
• 4:47
  mean,
• 4:48
  you're
• 4:48
  right.
• 4:48
  I
• 4:48
  think
• 4:48
  you
• 4:48
  know,
• 4:50
  anyone
• 4:50
  that
• 4:50
  uses
• 4:51
  Google's
• 4:51
  calendar,
• 4:52
  email,
• 4:53
  even
• 4:53
  Google
• 4:54
  Chrome,
• 4:54
  that
• 4:54
  Google
• 4:54
  probably
• 4:55
  knows
• 4:55
  more
• 4:55
  about
• 4:55
  you
• 4:55
  than
• 4:56
  you
• 4:56
  know
• 4:56
  about
• 4:56
  yourself.
• 4:56
  You
• 4:57
  know,
• 4:57
  which
• 4:57
  is
• 4:57
  something
• 4:57
  I
• 4:57
  always
• 4:57
  used
• 4:58
  to
• 4:58
  say
• 4:58
  about
• 4:58
  social
• 4:58
  media.
• 4:58
  But,
• 4:59
  but
• 4:59
  Google
• 5:00
  probably
• 5:00
  knows
• 5:00
  even
• 5:00
  more
• 5:01
  when
• 5:01
  you
• 5:01
  put
• 5:01
  it
• 5:01
  in
• 5:01
  that
• 5:02
  context.
• 5:02
  Yeah.
• 5:02
  So
• 5:03
  that's
• 5:03
  really
• 5:03
  powerful
• 5:03
  in
• 5:04
  what
• 5:04
  you
• 5:04
  said.
• 5:05
  The
• 5:05
  point
• 5:05
  about,
• 5:06
  the
• 5:06
  point
• 5:06
  about
• 5:06
  you've
• 5:07
  been
• 5:07
  a
• 5:07
  fit
• 5:07
  skeptic.
• 5:08
  I
• 5:08
  kind
• 5:08
  of,
• 5:08
  I,
• 5:08
  I
• 5:08
  kind
• 5:09
  of
• 5:09
  gave
• 5:09
  you
• 5:09
  a
• 5:09
  Cheshire
• 5:09
  grin
• 5:10
  on
• 5:10
  the
• 5:10
  camera,
• 5:11
  off
• 5:11
  camera.
• 5:11
  Cause
• 5:11
  I'm
• 5:11
  like,
• 5:12
  have
• 5:12
  you?
• 5:12
  Yeah,
• 5:12
  I
• 5:12
  mean
• 5:13
  I
• 5:13
  feel
• 5:13
  like
• 5:13
  we've
• 5:13
  had
• 5:13
  lots
• 5:14
  of
• 5:14
  debates
• 5:14
  on
• 5:14
  this
• 5:14
  and,
• 5:15
  but
• 5:15
  the
• 5:16
  thing
• 5:16
  I
• 5:16
  would
• 5:16
  make
• 5:16
  that
• 5:17
  I
• 5:17
  think
• 5:17
  what,
• 5:18
  I
• 5:18
  think
• 5:18
  I
• 5:18
  agree
• 5:19
  with
• 5:19
  you
• 5:19
  because
• 5:19
  I
• 5:19
  saw
• 5:20
  the
• 5:20
  stuff
• 5:20
  you
• 5:20
  posted
• 5:21
  and
• 5:21
  it
• 5:21
  looked
• 5:21
  amazing.
• 5:22
  My
• 5:22
  only
• 5:22
  question
• 5:23
  is
• 5:23
  like,
• 5:23
  is
• 5:23
  it
• 5:23
  really
• 5:24
  going
• 5:24
  to
• 5:24
  fit
• 5:24
  that
• 5:24
  well
• 5:24
  or
• 5:25
  is
• 5:25
  it
• 5:25
  just
• 5:25
  like
• 5:25
  super
• 5:26
  tailored
• 5:26
  to
• 5:26
  look
• 5:26
  good
• 5:27
  on
• 5:27
  you?
• 5:27
  I
• 5:27
  have
• 5:27
  no
• 5:28
  idea.
• 5:28
  And,
• 5:29
  but
• 5:29
  that's
• 5:29
  an
• 5:29
  important
• 5:30
  question
• 5:30
  that
• 5:30
  has
• 5:31
  to
• 5:31
  be
• 5:31
  uncovered
• 5:32
  and
• 5:32
  understood.
• 5:33
  So
• 5:33
  you
• 5:33
  know,
• 5:34
  for
• 5:34
  me
• 5:34
  though,
• 5:34
  the
• 5:35
  longer
• 5:35
  term
• 5:35
  implications
• 5:36
  of
• 5:36
  this,
• 5:37
  like
• 5:37
  the
• 5:37
  agentic
• 5:38
  AI
• 5:38
  part
• 5:38
  of
• 5:38
  the
• 5:38
  conversation
• 5:39
  and
• 5:40
  Google
• 5:40
  start
• 5:40
  to
• 5:40
  take
• 5:41
  share
• 5:42
  from
• 5:42
  retailer.com
• 5:43
  or
• 5:43
  visits,
• 5:44
  you
• 5:44
  know,
• 5:44
  to
• 5:44
  retailer.com
• 5:45
  as
• 5:45
  a.
• 5:45
  And
• 5:45
  M
• 5:46
  was
• 5:46
  asking.
• 5:47
  I
• 5:48
  don't
• 5:48
  know,
• 5:48
  I
• 5:48
  think
• 5:48
  the
• 5:48
  jury's
• 5:49
  out.
• 5:49
  I
• 5:49
  think
• 5:49
  it
• 5:49
  all,
• 5:49
  it
• 5:50
  all
• 5:50
  comes
• 5:50
  down
• 5:50
  to
• 5:50
  the
• 5:50
  UX
• 5:51
  and
• 5:51
  ultimately
• 5:51
  the
• 5:52
  ease
• 5:52
  of
• 5:52
  payment
• 5:52
  too,
• 5:53
  which
• 5:53
  we've
• 5:53
  talked
• 5:53
  about
• 5:53
  on
• 5:53
  past
• 5:54
  shows.
• 5:54
  You
• 5:54
  know,
• 5:54
  for
• 5:55
  me
• 5:55
  the
• 5:56
  best
• 5:56
  analogy
• 5:56
  I
• 5:56
  can
• 5:56
  make
• 5:57
  to
• 5:57
  this
• 5:57
  is
• 5:57
  I
• 5:58
  think
• 5:58
  we're
• 5:58
  going
• 5:58
  to
• 5:58
  be
• 5:58
  in
• 5:58
  like
• 5:59
  a
• 5:59
  Betamax
• 5:59
  versus
• 6:00
  VHS
• 6:00
  battle
• 6:01
  here
• 6:01
  in
• 6:01
  a
• 6:01
  gentle
• 6:02
  checkout,
• 6:02
  you
• 6:02
  know,
• 6:03
  you
• 6:03
  know,
• 6:03
  similar
• 6:04
  to
• 6:04
  Betamax,
• 6:04
  the
• 6:05
  best
• 6:05
  tech
• 6:06
  or
• 6:06
  the
• 6:06
  best
• 6:06
  moats,
• 6:07
  quote
• 6:07
  unquote,
• 6:08
  might
• 6:09
  not
• 6:09
  be
• 6:09
  the
• 6:09
  ones
• 6:09
  who
• 6:09
  win
• 6:10
  out.
• 6:10
  It
• 6:10
  could
• 6:10
  just
• 6:10
  be
• 6:11
  the,
• 6:11
  the,
• 6:11
  the
• 6:12
  whoever
• 6:12
  makes
• 6:13
  this
• 6:13
  experience,
• 6:13
  the
• 6:14
  one
• 6:14
  that's
• 6:14
  the
• 6:14
  easiest
• 6:15
  to
• 6:15
  buy
• 6:15
  from.
• 6:15
  And
• 6:16
  Google,
• 6:17
  as
• 6:17
  much
• 6:17
  as
• 6:17
  it
• 6:18
  has
• 6:18
  these
• 6:18
  moats,
• 6:19
  history
• 6:19
  is
• 6:19
  not
• 6:20
  on
• 6:20
  its
• 6:20
  side
• 6:20
  when
• 6:21
  it
• 6:21
  comes
• 6:21
  to
• 6:21
  figuring
• 6:22
  out
• 6:22
  E
• 6:22
  commerce
• 6:23
  at
• 6:23
  all.
• 6:23
  You
• 6:23
  know,
• 6:24
  it's
• 6:24
  always
• 6:24
  been
• 6:24
  a
• 6:24
  tough
• 6:25
  get
• 6:25
  for
• 6:25
  them
• 6:26
  and
• 6:26
  so
• 6:26
  will
• 6:26
  it
• 6:27
  be
• 6:27
  Amazon?
• 6:27
  Is
• 6:27
  it
• 6:27
  going
• 6:28
  to
• 6:28
  be
• 6:28
  one
• 6:28
  of
• 6:28
  the
• 6:28
  upstarts?
• 6:29
  I
• 6:29
  have
• 6:30
  no
• 6:30
  idea.
• 6:30
  I
• 6:31
  can't
• 6:31
  wait
• 6:31
  to
• 6:32
  find
• 6:32
  out
• 6:32
  though.
• 6:32
  And
• 6:33
  as
• 6:33
  you
• 6:33
  showed
• 6:34
  on
• 6:34
  LinkedIn
• 6:35
  very
• 6:35
  admirably
• 6:36
  yesterday,
• 6:37
  we've
• 6:37
  got
• 6:38
  a
• 6:38
  front
• 6:38
  row
• 6:38
  seat
• 6:38
  and
• 6:39
  it's
• 6:39
  going
• 6:39
  to
• 6:39
  be
• 6:39
  buckle
• 6:40
  your
• 6:40
  seatbelts
• 6:40
  because
• 6:40
  I
• 6:40
  can't
• 6:41
  wait
• 6:41
  to
• 6:41
  watch
• 6:41
  this.
• 6:41
  Totally.
• 6:42
  And
• 6:42
  I
• 6:42
  think
• 6:42
  one
• 6:43
  more
• 6:43
  thing
• 6:43
  I
• 6:43
  just
• 6:43
  add
• 6:44
  in
• 6:44
  closing,
• 6:44
  I
• 6:45
  think
• 6:45
  that
• 6:45
  Google
• 6:45
  shopping
• 6:46
  in
• 6:46
  the
• 6:46
  past
• 6:47
  was
• 6:47
  never
• 6:47
  set
• 6:48
  up
• 6:48
  to
• 6:48
  work
• 6:48
  this
• 6:48
  way.
• 6:49
  Google
• 6:49
  is
• 6:49
  a
• 6:49
  tech
• 6:50
  company.
• 6:50
  They
• 6:50
  were
• 6:50
  not
• 6:51
  a
• 6:51
  commerce
• 6:51
  focused
• 6:52
  company.
• 6:52
  And
• 6:53
  I
• 6:53
  think
• 6:53
  that's
• 6:53
  where
• 6:54
  they're
• 6:54
  really,
• 6:54
  you
• 6:55
  can
• 6:55
  see,
• 6:55
  like
• 6:55
  just
• 6:56
  with
• 6:56
  this
• 6:56
  AI
• 6:57
  example.
• 6:57
  Right.
• 6:58
  Like,
• 6:58
  it's,
• 6:59
  I
• 6:59
  think,
• 6:59
  and
• 6:59
  to
• 7:00
  answer
• 7:00
  A&M's
• 7:01
  question,
• 7:01
  again,
• 7:01
  like,
• 7:01
  I,
• 7:01
  I
• 7:02
  think,
• 7:02
  I
• 7:02
  think
• 7:02
  any
• 7:03
  agentic
• 7:03
  search
• 7:04
  is
• 7:04
  taking
• 7:04
  away
• 7:05
  from
• 7:05
  going
• 7:05
  to
• 7:05
  the
• 7:05
  dot
• 7:05
  com.
• 7:06
  So
• 7:06
  it
• 7:06
  doesn't
• 7:06
  matter.
• 7:07
  Like,
• 7:07
  let's
• 7:08
  clarify
• 7:08
  there.
• 7:08
  It
• 7:09
  will
• 7:09
  happen
• 7:09
  over
• 7:09
  time.
• 7:10
  Yeah,
• 7:10
  it
• 7:10
  absolutely
• 7:11
  will
• 7:11
  happen
• 7:11
  over
• 7:11
  time.
• 7:12
  So,
• 7:13
  so
• 7:13
  people
• 7:14
  like
• 7:14
  Google
• 7:15
  and
• 7:15
  what
• 7:15
  they
• 7:15
  put
• 7:15
  out
• 7:16
  here,
• 7:16
  being
• 7:16
  able
• 7:17
  to
• 7:17
  showcase
• 7:18
  multiple
• 7:18
  brands
• 7:18
  so
• 7:19
  that
• 7:19
  you
• 7:19
  as
• 7:19
  a
• 7:19
  consumer
• 7:20
  have
• 7:20
  the
• 7:20
  most
• 7:20
  choice
• 7:20
  like
• 7:21
  this.
• 7:21
  Well,
• 7:22
  it's,
• 7:22
  it's
• 7:23
  going
• 7:23
  to
• 7:23
  be
• 7:23
  great.
• 7:23
  I
• 7:23
  can't
• 7:24
  wait.
• 7:24
  As
• 7:24
  a
• 7:24
  shopper,
• 7:24
  I'm
• 7:25
  thrilled.
• 7:25
  So
• 7:26
  we'll
• 7:26
  see
• 7:26
  what,
• 7:27
  we'll
• 7:27
  see
• 7:27
  what
• 7:27
  happens
• 7:28
  next.
• 7:29
  It's
• 7:29
  pretty
• 7:30
  mind
• 7:30
  blowing.