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Carrefour Grocery Shopping via ChatGPT | Fast Five Shorts · Omni Talk Retail

• 0:00
  Carrefour
• 0:00
  has
• 0:00
  become
• 0:01
  the
• 0:01
  first
• 0:01
  major
• 0:02
  European
• 0:02
  retailer
• 0:03
  to
• 0:03
  offer
• 0:03
  grocery
• 0:04
  shopping
• 0:04
  directly
• 0:05
  through
• 0:05
  ChatGPT
• 0:06
  and
• 0:06
  this
• 0:06
  was
• 0:06
  one
• 0:06
  of
• 0:06
  the
• 0:07
  one
• 0:07
  of
• 0:07
  the
• 0:07
  headlines
• 0:07
  where
• 0:07
  I
• 0:07
  was
• 0:08
  specifically
• 0:08
  interested
• 0:08
  in
• 0:09
  getting
• 0:09
  your
• 0:09
  take
• 0:09
  on
• 0:09
  it
• 0:10
  today.
• 0:10
  Laura
• 0:10
  and
• 0:11
  they
• 0:11
  are
• 0:11
  launching
• 0:11
  the
• 0:11
  integration
• 0:12
  in
• 0:12
  France
• 0:12
  on
• 0:12
  March
• 0:13
  26
• 0:13
  and
• 0:13
  targeting
• 0:14
  the
• 0:14
  company's
• 0:14
  estimated
• 0:15
  26
• 0:16
  million
• 0:16
  ChatGPT
• 0:17
  users.
• 0:18
  According
• 0:19
  to
• 0:19
  the
• 0:19
  Retail
• 0:19
  Insight
• 0:20
  Network,
• 0:20
  French
• 0:20
  users
• 0:21
  can
• 0:21
  now
• 0:21
  interact
• 0:21
  with
• 0:22
  ChatGPT
• 0:22
  to
• 0:23
  get
• 0:23
  recipe
• 0:23
  ideas,
• 0:24
  check
• 0:24
  product
• 0:24
  availability,
• 0:25
  build
• 0:25
  a
• 0:25
  shopping
• 0:25
  basket
• 0:26
  and
• 0:26
  select
• 0:26
  delivery
• 0:27
  or
• 0:27
  click
• 0:27
  and
• 0:27
  collect
• 0:28
  options,
• 0:29
  all
• 0:29
  without
• 0:29
  leaving
• 0:30
  the
• 0:30
  ChatGPT
• 0:31
  interface
• 0:31
  before
• 0:31
  completing
• 0:32
  their
• 0:32
  purchase
• 0:33
  on
• 0:33
  Care
• 0:33
  for
• 0:34
  the
• 0:35
  integration
• 0:35
  lives
• 0:35
  inside
• 0:35
  ChatGPT's
• 0:36
  mobile
• 0:37
  app
• 0:37
  alongside
• 0:37
  other
• 0:38
  service
• 0:38
  partners
• 0:38
  like
• 0:38
  booking.com
• 0:39
  for
• 0:39
  example,
• 0:40
  and
• 0:40
  customers
• 0:40
  can
• 0:41
  access
• 0:41
  it
• 0:41
  simply
• 0:41
  by
• 0:41
  searching
• 0:42
  for
• 0:42
  Carrefour
• 0:43
  in
• 0:43
  the
• 0:43
  Apps
• 0:43
  list
• 0:44
  of
• 0:44
  applications.
• 0:45
  Importantly,
• 0:46
  payment
• 0:47
  is
• 0:47
  like
• 0:47
  we
• 0:47
  talked
• 0:48
  about
• 0:48
  last
• 0:48
  week,
• 0:48
  everyone
• 0:48
  payment
• 0:49
  is
• 0:49
  completed
• 0:49
  on
• 0:50
  Carrefour's
• 0:50
  own
• 0:51
  website,
• 0:51
  meaning
• 0:51
  Carrefour
• 0:52
  retains
• 0:52
  transaction
• 0:53
  data
• 0:53
  and
• 0:53
  and
• 0:54
  the
• 0:54
  direct
• 0:54
  customer
• 0:54
  relationship
• 0:55
  even
• 0:55
  while
• 0:56
  seeding
• 0:56
  some
• 0:56
  control
• 0:57
  over
• 0:57
  what
• 0:58
  products
• 0:58
  the
• 0:59
  AI
• 0:59
  recommends.
• 1:01
  Laura
• 1:01
  There
• 1:01
  are
• 1:01
  a
• 1:02
  lot
• 1:02
  of
• 1:02
  retailers,
• 1:03
  a
• 1:03
  lot
• 1:03
  of
• 1:03
  retailers
• 1:04
  debuting
• 1:04
  apps
• 1:05
  inside
• 1:05
  of
• 1:05
  ChatGPT.
• 1:06
  We
• 1:06
  talked
• 1:07
  about
• 1:07
  it.
• 1:07
  Like
• 1:07
  I
• 1:07
  said
• 1:07
  with
• 1:08
  Walmart
• 1:08
  last
• 1:08
  week,
• 1:09
  Sephora
• 1:10
  also
• 1:10
  recently
• 1:10
  is
• 1:11
  doing
• 1:11
  something
• 1:11
  similar.
• 1:12
  What
• 1:13
  do
• 1:13
  you
• 1:13
  think
• 1:13
  of
• 1:13
  this
• 1:14
  strategy
• 1:14
  and
• 1:15
  does
• 1:15
  the
• 1:15
  fact
• 1:16
  that
• 1:16
  Carrefour
• 1:16
  is
• 1:17
  a
• 1:17
  traditional
• 1:17
  grocer
• 1:18
  change
• 1:18
  your
• 1:19
  thoughts
• 1:19
  on
• 1:20
  the
• 1:20
  approach
• 1:20
  at
• 1:20
  all?
• 1:22
  No,
• 1:22
  I
• 1:22
  mean
• 1:22
  this
• 1:23
  is
• 1:23
  an
• 1:23
  area
• 1:24
  that
• 1:24
  to
• 1:24
  your
• 1:25
  as
• 1:25
  you
• 1:25
  noted,
• 1:25
  I've
• 1:26
  been
• 1:26
  following
• 1:26
  really
• 1:26
  closely
• 1:27
  for
• 1:27
  a
• 1:27
  while
• 1:28
  for,
• 1:29
  you
• 1:29
  know,
• 1:29
  more
• 1:29
  than
• 1:29
  a
• 1:30
  year.
• 1:30
  Sort
• 1:30
  of
• 1:30
  the
• 1:31
  idea
• 1:31
  of
• 1:32
  we
• 1:32
  were
• 1:32
  calling
• 1:32
  it
• 1:32
  agentic
• 1:33
  shopping,
• 1:34
  but
• 1:34
  I'm
• 1:34
  not
• 1:34
  sure
• 1:35
  that
• 1:35
  it's
• 1:36
  increasingly
• 1:36
  seeming
• 1:37
  like
• 1:37
  we're,
• 1:37
  you
• 1:37
  know,
• 1:37
  we're
• 1:38
  sort
• 1:38
  of
• 1:38
  just
• 1:38
  thinking
• 1:39
  about
• 1:39
  it
• 1:39
  all
• 1:39
  the
• 1:40
  LLMs.
• 1:41
  The
• 1:41
  short
• 1:41
  answer
• 1:41
  is
• 1:42
  I
• 1:42
  feel
• 1:42
  like
• 1:42
  it's
• 1:42
  moving
• 1:43
  in
• 1:43
  the
• 1:44
  right
• 1:44
  direction
• 1:44
  but
• 1:44
  the
• 1:45
  experience,
• 1:45
  experience
• 1:45
  isn't
• 1:46
  right
• 1:46
  yet.
• 1:47
  So
• 1:47
  I
• 1:47
  don't
• 1:47
  know
• 1:47
  if
• 1:48
  you've
• 1:48
  used
• 1:48
  an
• 1:48
  app
• 1:49
  in
• 1:49
  Chat
• 1:49
  GPT.
• 1:51
  Okay,
• 1:52
  you've
• 1:52
  tried.
• 1:52
  I
• 1:52
  have
• 1:53
  not.
• 1:53
  So
• 1:53
  you
• 1:54
  know,
• 1:54
  for
• 1:54
  these
• 1:54
  purposes
• 1:55
  I
• 1:55
  played
• 1:55
  around
• 1:56
  with
• 1:56
  it.
• 1:56
  I
• 1:56
  use
• 1:56
  the
• 1:56
  Target
• 1:58
  the
• 1:58
  Target
• 1:58
  app.
• 1:59
  It
• 1:59
  did
• 1:59
  a
• 2:00
  pretty
• 2:00
  good
• 2:00
  job
• 2:00
  on
• 2:00
  the
• 2:01
  suggestion
• 2:01
  side.
• 2:01
  I
• 2:01
  was
• 2:02
  asking
• 2:02
  it
• 2:02
  for
• 2:02
  snacks
• 2:03
  for
• 2:03
  a
• 2:03
  soccer
• 2:03
  team,
• 2:04
  which
• 2:04
  I
• 2:04
  imminently
• 2:04
  need
• 2:05
  for
• 2:05
  my
• 2:05
  son's
• 2:06
  game
• 2:06
  this
• 2:06
  week.
• 2:06
  But
• 2:07
  there's
• 2:07
  too
• 2:08
  many
• 2:08
  steps.
• 2:09
  You
• 2:09
  have
• 2:09
  to
• 2:09
  go
• 2:09
  in,
• 2:09
  you
• 2:10
  have
• 2:10
  to
• 2:10
  find
• 2:10
  the
• 2:10
  app,
• 2:10
  you
• 2:11
  have
• 2:11
  to
• 2:11
  connect
• 2:11
  it
• 2:11
  to
• 2:12
  your
• 2:12
  platform
• 2:13
  and
• 2:13
  then
• 2:13
  you
• 2:13
  have
• 2:13
  to
• 2:13
  at
• 2:14
  Target
• 2:14
  like
• 2:15
  old
• 2:15
  school
• 2:16
  Twitter
• 2:16
  style
• 2:17
  or
• 2:17
  something.
• 2:18
  And
• 2:18
  so
• 2:18
  then
• 2:19
  it
• 2:19
  just
• 2:19
  defeats
• 2:19
  the
• 2:20
  purpose
• 2:20
  of
• 2:20
  being
• 2:21
  in
• 2:21
  Chat
• 2:21
  GBT
• 2:22
  and
• 2:22
  using
• 2:23
  an
• 2:23
  answer
• 2:23
  engine,
• 2:23
  which
• 2:24
  is
• 2:24
  to
• 2:24
  make
• 2:24
  things
• 2:25
  easier
• 2:25
  and
• 2:26
  more
• 2:26
  efficient.
• 2:26
  And
• 2:27
  so
• 2:28
  the
• 2:28
  other
• 2:28
  question
• 2:29
  it
• 2:29
  brings
• 2:29
  up
• 2:29
  for
• 2:30
  me
• 2:30
  is
• 2:30
  exactly
• 2:31
  how
• 2:31
  consumers
• 2:32
  are
• 2:32
  using
• 2:32
  ChatGPT
• 2:33
  or
• 2:33
  LLMs,
• 2:34
  you
• 2:35
  know,
• 2:35
  in
• 2:35
  their
• 2:35
  journey.
• 2:37
  You
• 2:37
  know,
• 2:37
  to
• 2:37
  your
• 2:38
  point,
• 2:38
  it
• 2:38
  seems
• 2:38
  like
• 2:39
  they're
• 2:39
  not
• 2:39
  buying
• 2:39
  things
• 2:40
  that
• 2:40
  there,
• 2:41
  you
• 2:41
  know,
• 2:41
  as
• 2:41
  you
• 2:41
  discussed
• 2:42
  on
• 2:42
  the
• 2:42
  podcast,
• 2:42
  as
• 2:43
  Walmart
• 2:43
  has
• 2:43
  said,
• 2:43
  everybody,
• 2:44
  the,
• 2:44
  the,
• 2:45
  the,
• 2:46
  the
• 2:46
  shop,
• 2:46
  it's
• 2:47
  really
• 2:47
  just
• 2:47
  shopping
• 2:48
  and
• 2:48
  then
• 2:48
  you
• 2:49
  start
• 2:49
  to
• 2:49
  split
• 2:49
  hairs
• 2:50
  to
• 2:50
  understand
• 2:50
  which
• 2:51
  tasks
• 2:51
  exactly
• 2:52
  are
• 2:52
  they
• 2:52
  trying
• 2:53
  to
• 2:53
  use
• 2:53
  it
• 2:53
  for.
• 2:53
  You
• 2:53
  know,
• 2:54
  find
• 2:54
  me
• 2:55
  a
• 2:55
  spring
• 2:55
  jacket
• 2:55
  is
• 2:56
  different
• 2:56
  than
• 2:56
  give
• 2:57
  me
• 2:57
  what's
• 2:57
  available
• 2:58
  at
• 2:58
  Target.
• 2:59
  And
• 3:00
  I'm
• 3:00
  it.
• 3:00
  I,
• 3:01
  I,
• 3:01
  I
• 3:01
  would
• 3:01
  just
• 3:02
  say
• 3:02
  that
• 3:02
  the
• 3:02
  sort
• 3:02
  of
• 3:02
  generous
• 3:03
  view
• 3:03
  is
• 3:03
  that
• 3:03
  we
• 3:04
  just,
• 3:04
  it's
• 3:04
  too
• 3:04
  early.
• 3:05
  You
• 3:05
  know,
• 3:05
  we
• 3:05
  don't
• 3:05
  really
• 3:06
  know
• 3:06
  how
• 3:06
  exactly
• 3:06
  that's
• 3:07
  happening,
• 3:07
  but
• 3:08
  we
• 3:08
  definitely
• 3:08
  know
• 3:09
  they
• 3:09
  don't
• 3:09
  want
• 3:09
  to
• 3:09
  check
• 3:09
  out
• 3:09
  there.
• 3:10
  You
• 3:11
  know,
• 3:11
  it
• 3:11
  reminds
• 3:11
  me
• 3:11
  of
• 3:11
  when
• 3:11
  we
• 3:12
  were
• 3:12
  first
• 3:12
  talking
• 3:12
  about
• 3:13
  social
• 3:13
  commerce
• 3:14
  and
• 3:14
  everybody
• 3:15
  was
• 3:15
  like,
• 3:15
  is
• 3:15
  this
• 3:16
  actually
• 3:16
  what
• 3:16
  people
• 3:16
  want
• 3:16
  to
• 3:17
  be
• 3:17
  doing
• 3:17
  on
• 3:17
  these
• 3:18
  apps?
• 3:18
  And
• 3:18
  I
• 3:18
  think
• 3:19
  we
• 3:19
  kind
• 3:19
  of
• 3:19
  have
• 3:19
  to
• 3:19
  ask
• 3:20
  ourselves
• 3:20
  that
• 3:20
  about
• 3:20
  the
• 3:21
  LLMs.
• 3:23
  But
• 3:23
  to
• 3:24
  your
• 3:24
  point,
• 3:24
  I
• 3:24
  think
• 3:24
  it
• 3:25
  also
• 3:25
  gets
• 3:25
  back
• 3:25
  to
• 3:25
  who
• 3:26
  owns
• 3:26
  which
• 3:27
  layer.
• 3:28
  You
• 3:28
  know,
• 3:28
  Carrefour
• 3:29
  still
• 3:29
  wants
• 3:29
  to
• 3:30
  own
• 3:30
  the
• 3:30
  checkout,
• 3:30
  but
• 3:31
  do
• 3:31
  the
• 3:31
  LLMs
• 3:32
  own
• 3:32
  the
• 3:33
  discovery?
• 3:33
  You
• 3:34
  know,
• 3:34
  what
• 3:34
  happens
• 3:34
  with
• 3:35
  retail
• 3:35
  ad
• 3:36
  buying?
• 3:36
  Like,
• 3:37
  are
• 3:37
  you
• 3:37
  buying
• 3:37
  an
• 3:37
  ad
• 3:38
  on
• 3:38
  Chat
• 3:38
  GPT?
• 3:39
  Are
• 3:39
  you
• 3:39
  buying
• 3:39
  an
• 3:40
  ad
• 3:40
  on
• 3:40
  Carrefour?
• 3:40
  I'm
• 3:41
  sure
• 3:41
  this
• 3:41
  app
• 3:41
  thing
• 3:42
  is
• 3:42
  partially
• 3:43
  to
• 3:43
  like,
• 3:44
  keep
• 3:44
  things
• 3:44
  in
• 3:45
  a,
• 3:45
  in
• 3:45
  a
• 3:45
  box.
• 3:47
  So
• 3:48
  that's
• 3:48
  the
• 3:49
  long
• 3:49
  way
• 3:49
  of,
• 3:49
  of
• 3:50
  saying
• 3:50
  what
• 3:50
  I
• 3:50
  initially
• 3:51
  said,
• 3:51
  which
• 3:51
  is
• 3:51
  I
• 3:52
  feel
• 3:52
  like
• 3:52
  we're
• 3:53
  onto
• 3:53
  something,
• 3:53
  but
• 3:54
  the
• 3:54
  experience
• 3:54
  isn't
• 3:55
  right.
• 3:56
  Your
• 3:56
  note
• 3:56
  about
• 3:57
  par
• 3:57
  4
• 3:58
  and
• 3:58
  grocery
• 3:58
  shopping
• 3:59
  I
• 3:59
  think
• 4:00
  is
• 4:00
  important
• 4:01
  because,
• 4:01
  because
• 4:02
  that
• 4:02
  is
• 4:02
  a
• 4:03
  more
• 4:04
  distinctive
• 4:05
  experience
• 4:05
  in
• 4:05
  terms
• 4:05
  of
• 4:06
  loyalty,
• 4:06
  in
• 4:06
  terms
• 4:07
  of
• 4:07
  your
• 4:07
  intent.
• 4:08
  You
• 4:08
  know,
• 4:09
  at
• 4:09
  Carrefour,
• 4:10
  give
• 4:10
  me
• 4:10
  ingredients
• 4:11
  for
• 4:11
  a
• 4:11
  weekend
• 4:11
  barbecue
• 4:12
  is
• 4:13
  different
• 4:13
  than
• 4:14
  find
• 4:14
  me
• 4:14
  a
• 4:14
  spring
• 4:15
  jacket.
• 4:17
  So
• 4:17
  maybe,
• 4:18
  maybe
• 4:18
  if
• 4:18
  you
• 4:19
  know
• 4:19
  that's
• 4:19
  your
• 4:19
  grocer,
• 4:20
  you're
• 4:20
  more
• 4:21
  apt
• 4:21
  to
• 4:21
  attach
• 4:22
  that
• 4:22
  app
• 4:22
  to
• 4:23
  your
• 4:23
  LLM.
• 4:25
  But
• 4:25
  it
• 4:26
  still
• 4:26
  is
• 4:27
  this
• 4:27
  hiccup
• 4:27
  in
• 4:28
  the
• 4:28
  process
• 4:28
  that
• 4:28
  I'm
• 4:29
  always
• 4:30
  skeptical
• 4:30
  about
• 4:32
  whether
• 4:32
  consumers
• 4:33
  are
• 4:33
  going
• 4:33
  to
• 4:33
  do
• 4:33
  and
• 4:33
  want
• 4:34
  to
• 4:34
  do.
• 4:36
  Yeah,
• 4:37
  I'm
• 4:37
  glad
• 4:37
  you
• 4:37
  brought
• 4:37
  up
• 4:37
  that
• 4:37
  point
• 4:38
  because
• 4:38
  that
• 4:38
  the
• 4:39
  grocery
• 4:39
  thing
• 4:39
  is
• 4:39
  really,
• 4:40
  is
• 4:40
  really
• 4:40
  interesting
• 4:40
  to
• 4:41
  me.
• 4:41
  And
• 4:41
  to
• 4:41
  hear
• 4:41
  you
• 4:41
  talk
• 4:41
  about
• 4:42
  it,
• 4:42
  I
• 4:42
  think,
• 4:43
  you
• 4:43
  know,
• 4:43
  it's
• 4:43
  really
• 4:43
  important
• 4:44
  because,
• 4:44
  like,
• 4:44
  in
• 4:44
  context,
• 4:45
  Walmart,
• 4:45
  when
• 4:45
  they
• 4:45
  initially
• 4:46
  said
• 4:46
  they
• 4:46
  were
• 4:46
  doing
• 4:46
  the
• 4:46
  chat
• 4:47
  GPT
• 4:47
  integration,
• 4:47
  they
• 4:48
  kept
• 4:48
  grocery
• 4:48
  off
• 4:48
  the
• 4:49
  table
• 4:49
  from,
• 4:49
  from
• 4:50
  what
• 4:50
  I
• 4:50
  remember.
• 4:51
  And
• 4:52
  now
• 4:52
  I
• 4:52
  don't
• 4:52
  know
• 4:52
  if
• 4:52
  that's
• 4:52
  still
• 4:53
  the
• 4:53
  case
• 4:53
  given
• 4:53
  their
• 4:54
  recent
• 4:54
  announcement,
• 4:54
  but
• 4:55
  it's,
• 4:55
  but
• 4:55
  that
• 4:55
  was
• 4:56
  Very
• 4:56
  overtly
• 4:56
  said
• 4:57
  because
• 4:57
  I
• 4:57
  remember
• 4:57
  doing
• 4:57
  it
• 4:57
  on
• 4:57
  the
• 4:57
  pie.
• 4:58
  Very
• 4:58
  overtly
• 4:58
  said
• 4:58
  that
• 4:58
  they
• 4:59
  were
• 4:59
  not
• 4:59
  going
• 4:59
  to
• 4:59
  include
• 4:59
  grocery.
• 5:00
  And,
• 5:00
  and
• 5:00
  the,
• 5:01
  and
• 5:01
  because
• 5:01
  the
• 5:02
  thing
• 5:02
  I
• 5:02
  keep,
• 5:02
  I
• 5:02
  think
• 5:02
  grocery
• 5:03
  does
• 5:03
  behave
• 5:04
  differently.
• 5:04
  I
• 5:04
  100%
• 5:05
  agree
• 5:05
  with
• 5:05
  you.
• 5:06
  And
• 5:06
  producer
• 5:06
  Ellis
• 5:07
  said
• 5:07
  the
• 5:07
  same
• 5:07
  thing
• 5:07
  in
• 5:07
  terms
• 5:07
  of
• 5:08
  an
• 5:08
  app
• 5:08
  experience.
• 5:08
  Like,
• 5:08
  if
• 5:09
  I'm,
• 5:09
  if
• 5:10
  I'm
• 5:10
  just
• 5:10
  going
• 5:10
  to
• 5:10
  have
• 5:10
  an
• 5:10
  app
• 5:10
  experience,
• 5:11
  why
• 5:11
  don't
• 5:11
  I
• 5:11
  just
• 5:11
  go
• 5:11
  to
• 5:11
  the
• 5:11
  app
• 5:12
  and
• 5:12
  have
• 5:12
  great
• 5:13
  LLMs
• 5:13
  inside
• 5:14
  the
• 5:14
  app
• 5:14
  of
• 5:15
  the
• 5:15
  grocer
• 5:15
  or
• 5:15
  the
• 5:15
  retailer
• 5:16
  that
• 5:16
  I'm
• 5:16
  doing
• 5:17
  things
• 5:17
  with?
• 5:18
  And
• 5:18
  the
• 5:18
  thing
• 5:18
  that
• 5:18
  I
• 5:18
  worry
• 5:19
  about,
• 5:19
  groceries.
• 5:19
  So
• 5:19
  then
• 5:19
  I
• 5:19
  say
• 5:19
  like,
• 5:20
  okay,
• 5:20
  well
• 5:20
  what,
• 5:20
  what
• 5:20
  if
• 5:20
  it's
• 5:21
  grocery?
• 5:21
  Is
• 5:21
  grocery
• 5:21
  different?
• 5:22
  Like,
• 5:22
  you
• 5:22
  know,
• 5:23
  I
• 5:23
  have
• 5:23
  a
• 5:23
  strong,
• 5:23
  generally
• 5:24
  you
• 5:24
  have
• 5:24
  a
• 5:24
  strong
• 5:24
  bond
• 5:25
  already
• 5:25
  with
• 5:25
  your
• 5:26
  grocer
• 5:26
  because
• 5:26
  you're
• 5:26
  going
• 5:27
  there,
• 5:27
  you
• 5:27
  know,
• 5:27
  each
• 5:28
  and
• 5:28
  every
• 5:28
  week
• 5:28
  for
• 5:28
  the
• 5:29
  most
• 5:29
  part.
• 5:29
  That
• 5:29
  changed
• 5:30
  my
• 5:30
  thinking
• 5:30
  at
• 5:30
  all.
• 5:31
  And
• 5:31
  that's
• 5:31
  what
• 5:31
  I
• 5:32
  keep
• 5:32
  coming
• 5:32
  back
• 5:32
  to
• 5:32
  is.
• 5:32
  No,
• 5:33
  it
• 5:33
  doesn't.
• 5:33
  Because
• 5:34
  if
• 5:34
  I
• 5:34
  have
• 5:34
  good
• 5:35
  LLM
• 5:35
  search
• 5:35
  on
• 5:36
  my
• 5:36
  own
• 5:36
  properties,
• 5:37
  that's
• 5:38
  a
• 5:38
  big,
• 5:38
  you
• 5:39
  know,
• 5:39
  that's
• 5:39
  a
• 5:39
  big
• 5:39
  thing
• 5:40
  here.
• 5:40
  That's
• 5:40
  a
• 5:40
  big
• 5:40
  caveat.
• 5:41
  Like
• 5:41
  why
• 5:41
  do
• 5:41
  I
• 5:42
  need
• 5:42
  this?
• 5:44
  And
• 5:44
  then,
• 5:44
  you
• 5:44
  know,
• 5:45
  especially
• 5:45
  when
• 5:45
  it's
• 5:45
  already
• 5:45
  on
• 5:46
  my
• 5:46
  phone
• 5:46
  anyway,
• 5:47
  like,
• 5:47
  why?
• 5:47
  Right.
• 5:49
  If
• 5:49
  I'm
• 5:49
  going
• 5:50
  to
• 5:50
  go,
• 5:50
  tell
• 5:50
  me
• 5:50
  what,
• 5:50
  tell
• 5:51
  me
• 5:51
  carrefour,
• 5:52
  what
• 5:52
  I
• 5:52
  should,
• 5:52
  you
• 5:52
  know,
• 5:53
  plan
• 5:53
  for
• 5:53
  my
• 5:54
  barbecue
• 5:54
  this
• 5:54
  weekend.
• 5:55
  Why
• 5:56
  would
• 5:56
  I
• 5:56
  do
• 5:56
  that
• 5:56
  on
• 5:57
  the
• 5:57
  LLM
• 5:57
  versus
• 5:58
  in,
• 5:58
  in
• 5:58
  the
• 5:58
  app
• 5:59
  itself?
• 5:59
  So,
• 5:59
  yeah,
• 6:00
  it
• 6:00
  doesn't
• 6:00
  make
• 6:00
  sense.
• 6:01
  And
• 6:01
  then
• 6:02
  the
• 6:02
  other
• 6:02
  thing
• 6:02
  I
• 6:02
  just
• 6:02
  wonder
• 6:03
  too
• 6:03
  is
• 6:04
  when
• 6:04
  I
• 6:04
  think
• 6:04
  about
• 6:05
  agentic
• 6:05
  commerce
• 6:06
  in
• 6:06
  the
• 6:06
  long
• 6:07
  run,
• 6:07
  the
• 6:07
  more
• 6:08
  grocery
• 6:08
  data
• 6:09
  these
• 6:09
  guys
• 6:10
  have,
• 6:11
  the
• 6:11
  more
• 6:11
  susceptible
• 6:12
  the
• 6:12
  grocers
• 6:13
  are
• 6:13
  to
• 6:14
  getting
• 6:14
  disintermediated
• 6:15
  with
• 6:15
  technology,
• 6:16
  technology
• 6:16
  and
• 6:16
  price
• 6:17
  comparison
• 6:17
  and
• 6:17
  all
• 6:18
  those
• 6:18
  types
• 6:18
  of
• 6:18
  things.
• 6:18
  So,
• 6:19
  so
• 6:20
  net
• 6:20
  net.
• 6:20
  I
• 6:20
  don't
• 6:21
  think
• 6:21
  I
• 6:21
  would
• 6:21
  be
• 6:21
  the
• 6:21
  first
• 6:22
  penguin
• 6:22
  in
• 6:22
  the
• 6:23
  water
• 6:23
  on
• 6:23
  this
• 6:23
  if
• 6:24
  I
• 6:24
  was
• 6:24
  carre4.
• 6:24
  But
• 6:25
  I
• 6:25
  don't
• 6:25
  know.
• 6:25
  What
• 6:25
  do
• 6:25
  you
• 6:25
  think?
• 6:26
  Am
• 6:26
  I,
• 6:26
  am
• 6:26
  I
• 6:26
  over
• 6:27
  it?
• 6:27
  Over
• 6:27
  it?
• 6:28
  Yeah.
• 6:29
  I
• 6:29
  don't
• 6:29
  know.
• 6:29
  I
• 6:29
  think
• 6:30
  the
• 6:30
  point
• 6:30
  about
• 6:30
  agentic
• 6:31
  commerce
• 6:31
  is,
• 6:32
  is
• 6:32
  where
• 6:33
  it
• 6:33
  becomes
• 6:33
  more
• 6:34
  interesting
• 6:35
  and
• 6:35
  like
• 6:35
  hypothetical
• 6:36
  at
• 6:36
  this
• 6:36
  point
• 6:36
  because
• 6:37
  we
• 6:37
  don't
• 6:37
  have,
• 6:37
  we
• 6:37
  don't
• 6:38
  have
• 6:38
  agent
• 6:38
  commerce
• 6:39
  yet.
• 6:39
  Right.
• 6:39
  I
• 6:39
  think
• 6:39
  you're
• 6:40
  absolutely
• 6:40
  right
• 6:40
  that
• 6:41
  I
• 6:41
  am
• 6:42
  much
• 6:42
  more
• 6:42
  likely
• 6:43
  to
• 6:43
  open
• 6:43
  my
• 6:43
  Walmart
• 6:44
  Target
• 6:44
  app
• 6:45
  and
• 6:45
  expect
• 6:45
  to
• 6:46
  have
• 6:46
  a
• 6:47
  better
• 6:47
  search
• 6:47
  experience
• 6:48
  within
• 6:48
  that
• 6:49
  as
• 6:49
  a
• 6:50
  consumer
• 6:50
  right
• 6:50
  now.
• 6:51
  And
• 6:51
  why
• 6:51
  isn't
• 6:52
  the
• 6:52
  LLM
• 6:52
  just
• 6:53
  there?
• 6:53
  I,
• 6:53
  I
• 6:53
  don't,
• 6:54
  you
• 6:54
  know,
• 6:54
  I'm
• 6:54
  already
• 6:54
  having
• 6:55
  issues
• 6:55
  when
• 6:55
  I
• 6:55
  go
• 6:55
  and
• 6:56
  ask
• 6:56
  ChatGPT
• 6:57
  shopping
• 6:57
  questions
• 6:57
  and
• 6:58
  I
• 6:58
  know
• 6:58
  that
• 6:58
  it's
• 6:58
  not
• 6:59
  pulling
• 6:59
  Amazon
• 7:00
  results
• 7:01
  and
• 7:01
  I'm
• 7:01
  like,
• 7:02
  well
• 7:02
  I'm
• 7:02
  not
• 7:02
  getting
• 7:02
  the
• 7:03
  whole
• 7:03
  world
• 7:03
  so
• 7:03
  now
• 7:04
  I
• 7:04
  got
• 7:04
  to
• 7:04
  go
• 7:04
  to
• 7:04
  Amazon
• 7:04
  anyway.
• 7:05
  Which
• 7:05
  of
• 7:05
  course
• 7:05
  that's
• 7:06
  a
• 7:06
  good
• 7:06
  point
• 7:06
  too.
• 7:06
  That's
• 7:07
  what
• 7:07
  they
• 7:07
  wanted.
• 7:07
  It's
• 7:07
  not
• 7:07
  been
• 7:08
  brought
• 7:08
  up
• 7:08
  before.
• 7:08
  Yep,
• 7:09
  yeah,
• 7:09
  but,
• 7:10
  but
• 7:10
  if
• 7:11
  we
• 7:11
  get
• 7:11
  into
• 7:11
  an
• 7:11
  agentic
• 7:12
  world,
• 7:12
  I
• 7:13
  think
• 7:14
  something
• 7:14
  that
• 7:14
  I've
• 7:14
  always
• 7:15
  felt
• 7:15
  that
• 7:15
  is
• 7:15
  if
• 7:15
  we
• 7:15
  get
• 7:15
  into
• 7:16
  the
• 7:16
  world
• 7:16
  where
• 7:16
  you
• 7:16
  really
• 7:17
  are
• 7:17
  having
• 7:17
  an
• 7:18
  agent
• 7:18
  shop
• 7:18
  for
• 7:19
  you,
• 7:21
  it's
• 7:21
  going
• 7:21
  to
• 7:21
  be
• 7:22
  too
• 7:22
  much
• 7:22
  to
• 7:22
  have
• 7:23
  an
• 7:23
  agent
• 7:23
  for
• 7:23
  every
• 7:24
  retailer.
• 7:25
  You're
• 7:25
  going
• 7:25
  to
• 7:25
  have
• 7:26
  the
• 7:27
  Google
• 7:27
  agent
• 7:28
  or
• 7:28
  the
• 7:28
  OpenAI
• 7:29
  agent
• 7:30
  or
• 7:30
  the,
• 7:32
  or
• 7:32
  or
• 7:33
  some
• 7:33
  other
• 7:33
  big
• 7:34
  tech
• 7:34
  agent,
• 7:34
  Apple
• 7:35
  agent
• 7:36
  that
• 7:36
  sees
• 7:37
  your
• 7:37
  whole
• 7:37
  world
• 7:37
  and
• 7:37
  goes
• 7:38
  out
• 7:38
  and
• 7:38
  does
• 7:38
  that
• 7:38
  shopping
• 7:39
  for
• 7:39
  you.
• 7:40
  So
• 7:40
  in
• 7:40
  that
• 7:40
  world,
• 7:41
  if
• 7:41
  Walmart
• 7:42
  has
• 7:42
  a
• 7:42
  presence
• 7:43
  already
• 7:43
  in
• 7:43
  Chat
• 7:44
  GPT
• 7:44
  or
• 7:45
  whatever
• 7:45
  LLM,
• 7:46
  it
• 7:46
  is
• 7:46
  probably
• 7:46
  Chat
• 7:47
  GPT
• 7:48
  maybe
• 7:49
  that
• 7:49
  gives
• 7:49
  it
• 7:49
  a
• 7:49
  foothold
• 7:50
  for
• 7:50
  this
• 7:50
  future
• 7:50
  agentic,
• 7:51
  truly
• 7:52
  autonomous
• 7:52
  world.
• 7:53
  Because
• 7:54
  it
• 7:54
  just
• 7:54
  is
• 7:54
  gonna.
• 7:55
  Why,
• 7:55
  why
• 7:55
  would
• 7:55
  you
• 7:55
  have
• 7:56
  a
• 7:56
  Rufus
• 7:56
  and
• 7:57
  a
• 7:57
  Sparky
• 7:58
  doing
• 7:58
  these
• 7:59
  things
• 7:59
  if
• 7:59
  you
• 7:59
  just
• 7:59
  are
• 8:00
  like,
• 8:00
  just
• 8:00
  find
• 8:01
  me
• 8:02
  toothpaste
• 8:03
  at
• 8:03
  the
• 8:03
  lowest
• 8:03
  price,
• 8:04
  like,
• 8:05
  but
• 8:05
  that,
• 8:05
  that
• 8:06
  interacts
• 8:06
  with
• 8:06
  loyalty,
• 8:07
  then
• 8:07
  you
• 8:07
  know
• 8:07
  what,
• 8:08
  what's
• 8:08
  going
• 8:08
  to
• 8:08
  happen.
• 8:08
  So
• 8:10
  yeah,
• 8:12
  yeah,
• 8:12
  but
• 8:13
  by
• 8:13
  the
• 8:13
  same
• 8:13
  token,
• 8:13
  you're
• 8:13
  putting
• 8:14
  the
• 8:14
  Amazon
• 8:14
  strategy
• 8:14
  of
• 8:15
  buy
• 8:15
  for
• 8:15
  me
• 8:15
  in
• 8:15
  a
• 8:15
  totally
• 8:16
  different
• 8:16
  light
• 8:16
  as
• 8:17
  well,
• 8:17
  you
• 8:17
  know.
• 8:17
  Yeah.
• 8:18
  Makes
• 8:18
  that
• 8:18
  positioning
• 8:19
  a
• 8:19
  lot
• 8:19
  stronger
• 8:19
  too.
• 8:20
  So.
• 8:20
  Oh
• 8:20
  man,
• 8:21
  we're
• 8:21
  gonna
• 8:21
  have
• 8:21
  to
• 8:21
  have
• 8:21
  you
• 8:21
  back
• 8:22
  and
• 8:22
  we're
• 8:22
  gonna
• 8:22
  have
• 8:22
  to
• 8:22
  keep
• 8:22
  talking
• 8:23
  about
• 8:23
  this
• 8:23
  one
• 8:23
  because
• 8:24
  it
• 8:24
  changes
• 8:24
  every
• 8:25
  day.
• 8:25
  It's
• 8:25
  just
• 8:25
  so
• 8:26
  interesting.
• 8:26
  But
• 8:26
  it's
• 8:26
  important
• 8:27
  when
• 8:27
  you
• 8:27
  think
• 8:27
  about
• 8:27
  the
• 8:27
  long
• 8:28
  term
• 8:28
  implications
• 8:29
  of
• 8:29
  some
• 8:29
  of
• 8:30
  these
• 8:30
  decisions
• 8:30
  right
• 8:31
  now.
• 8:32
  Yeah.
• 8:32
  And
• 8:32
  how
• 8:32
  thought
• 8:33
  out
• 8:33
  are
• 8:33
  they
• 8:33
  and
• 8:34
  how
• 8:34
  much
• 8:34
  do
• 8:34
  you
• 8:35
  need
• 8:35
  to
• 8:35
  make
• 8:35
  that
• 8:35
  move
• 8:36
  right
• 8:36
  this
• 8:36
  second?
• 8:38
  Yeah,
• 8:39
  yeah.
• 8:39
  Strategically,
• 8:40
  I,
• 8:41
  I,
• 8:42
  I
• 8:42
  find
• 8:42
  it
• 8:42
  amazing
• 8:43
  or
• 8:43
  fascinating
• 8:44
  that
• 8:44
  you
• 8:44
  have
• 8:44
  Carrefour
• 8:45
  and
• 8:45
  Walmart
• 8:46
  as
• 8:46
  two
• 8:46
  of
• 8:46
  the
• 8:46
  early
• 8:46
  movers
• 8:47
  because
• 8:48
  Walmart
• 8:48
  historically
• 8:49
  has
• 8:49
  not
• 8:49
  been
• 8:49
  a
• 8:49
  first
• 8:50
  mover.
• 8:51
  And
• 8:51
  so
• 8:52
  what
• 8:52
  does
• 8:52
  that
• 8:53
  mean?
• 8:53
  Does
• 8:53
  that
• 8:53
  mean
• 8:54
  that
• 8:55
  they
• 8:55
  feel
• 8:55
  it's
• 8:55
  really
• 8:55
  important
• 8:56
  to
• 8:56
  be
• 8:56
  first?
• 8:57
  Have
• 8:57
  they
• 8:57
  completely
• 8:58
  changed
• 8:58
  their
• 8:59
  plate?
• 8:59
  You
• 8:59
  know,
• 9:00
  now
• 9:00
  they're
• 9:00
  one
• 9:00
  of
• 9:00
  our
• 9:00
  tech
• 9:00
  first
• 9:01
  movers.
• 9:02
  These
• 9:02
  are
• 9:03
  other
• 9:03
  discussion
• 9:04
  questions.
• 9:04
  So
• 9:05
  it's
• 9:05
  significant
• 9:06
  I
• 9:06
  think.
• 9:07
  Wow.
• 9:07
  Really
• 9:08
  great
• 9:08
  stuff,
• 9:09
  Laura.