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Instacart’s Smart Cart Uses AI to Watch Your Every Move | Fast Five Shorts · Omni Talk Retail

• 0:00
  Instacart
• 0:00
  is
• 0:00
  integrating
• 0:01
  Nvidia
• 0:02
  AI
• 0:02
  technology
• 0:03
  into
• 0:03
  caper
• 0:03
  carts,
• 0:04
  that
• 0:04
  smart
• 0:04
  cart
• 0:05
  platform.
• 0:05
  Turning
• 0:05
  each
• 0:06
  cart
• 0:06
  into
• 0:06
  an
• 0:07
  AI
• 0:07
  edge
• 0:07
  device
• 0:08
  and
• 0:08
  laying
• 0:08
  the
• 0:09
  groundwork
• 0:09
  for
• 0:09
  what
• 0:09
  they
• 0:10
  call
• 0:10
  the
• 0:10
  grocery
• 0:11
  world
• 0:11
  model.
• 0:12
  Now,
• 0:13
  Grocery
• 0:13
  world
• 0:13
  model,
• 0:14
  what
• 0:14
  is
• 0:14
  it
• 0:14
  you
• 0:14
  might
• 0:15
  ask?
• 0:15
  Oh
• 0:15
  yes,
• 0:16
  please
• 0:16
  tell
• 0:16
  me,
• 0:16
  Carter.
• 0:17
  Yeah,
• 0:17
  tell
• 0:17
  me
• 0:17
  more
• 0:17
  about
• 0:17
  this.
• 0:17
  I
• 0:18
  want
• 0:18
  to
• 0:18
  know
• 0:18
  more.
• 0:18
  Well,
• 0:18
  according
• 0:19
  to
• 0:19
  Chainstorage,
• 0:20
  each
• 0:20
  caper
• 0:20
  cart
• 0:21
  is
• 0:21
  now
• 0:21
  going
• 0:21
  to
• 0:21
  be
• 0:21
  equipped
• 0:22
  with
• 0:22
  the
• 0:22
  Nvidia
• 0:23
  Jetson
• 0:23
  Edge
• 0:24
  AI
• 0:24
  device
• 0:25
  that
• 0:25
  runs
• 0:25
  advanced
• 0:25
  sensor
• 0:26
  fusion.
• 0:26
  So
• 0:27
  sensor
• 0:27
  fusion
• 0:27
  buzzword,
• 0:28
  right?
• 0:29
  Combining
• 0:29
  basket
• 0:30
  facing
• 0:30
  cameras,
• 0:31
  weights
• 0:31
  measures
• 0:32
  and
• 0:32
  a
• 0:32
  certified
• 0:32
  scale
• 0:33
  location
• 0:34
  tracking
• 0:34
  system
• 0:35
  for
• 0:35
  when
• 0:35
  it's
• 0:35
  actually
• 0:35
  in
• 0:35
  the
• 0:36
  aisles
• 0:36
  and
• 0:37
  outward
• 0:37
  facing
• 0:38
  cameras
• 0:38
  to
• 0:38
  accurately
• 0:39
  identify
• 0:39
  the
• 0:39
  exact
• 0:40
  items
• 0:40
  that
• 0:40
  are
• 0:41
  placed
• 0:41
  in
• 0:41
  the
• 0:41
  cart
• 0:42
  in
• 0:42
  real
• 0:43
  time,
• 0:43
  even
• 0:43
  when
• 0:44
  the
• 0:44
  cameras
• 0:44
  are
• 0:44
  blocked.
• 0:45
  Talk
• 0:45
  about
• 0:45
  a
• 0:46
  surveillance
• 0:46
  device.
• 0:47
  Holy
• 0:47
  cow.
• 0:48
  So
• 0:48
  two
• 0:48
  AI
• 0:48
  systems
• 0:49
  are
• 0:49
  going
• 0:49
  to
• 0:49
  work
• 0:49
  in
• 0:49
  parallel.
• 0:50
  The
• 0:50
  Edge
• 0:50
  encoder,
• 0:51
  which
• 0:51
  Nvidia
• 0:52
  Jetson
• 0:52
  is
• 0:53
  known
• 0:53
  for,
• 0:53
  giving
• 0:53
  real
• 0:54
  time
• 0:54
  feedback
• 0:54
  and
• 0:55
  a
• 0:55
  cloud
• 0:55
  vision
• 0:56
  language
• 0:56
  model
• 0:57
  for
• 0:57
  all
• 0:57
  the
• 0:57
  reasoning
• 0:57
  and
• 0:58
  actually
• 0:58
  crunching
• 0:59
  of
• 0:59
  that
• 0:59
  data.
• 0:59
  Those
• 1:00
  two
• 1:00
  data
• 1:00
  streams
• 1:01
  produce
• 1:01
  really
• 1:01
  this
• 1:02
  signal
• 1:02
  that
• 1:02
  allows
• 1:02
  for
• 1:03
  this
• 1:03
  incredibly
• 1:03
  high
• 1:04
  accuracy
• 1:04
  to
• 1:04
  understand
• 1:05
  everything
• 1:06
  that
• 1:06
  is
• 1:06
  in
• 1:06
  the
• 1:06
  cart.
• 1:07
  The
• 1:07
  system
• 1:07
  updates
• 1:08
  its
• 1:08
  understanding
• 1:08
  of
• 1:09
  each
• 1:09
  store
• 1:09
  shelf
• 1:10
  as
• 1:10
  frequently
• 1:10
  as
• 1:10
  every
• 1:11
  hour,
• 1:11
  creating
• 1:11
  a
• 1:12
  real
• 1:12
  near
• 1:13
  real
• 1:13
  time
• 1:13
  view
• 1:14
  or
• 1:14
  model
• 1:15
  of
• 1:15
  shelf
• 1:15
  conditions,
• 1:16
  item
• 1:16
  placements,
• 1:17
  etc.
• 1:17
  Right
• 1:18
  Chris,
• 1:18
  this
• 1:19
  is
• 1:19
  the
• 1:19
  A
• 1:20
  and
• 1:20
  M
• 1:20
  put
• 1:20
  you
• 1:20
  on
• 1:20
  the
• 1:20
  spot
• 1:21
  question
• 1:21
  of
• 1:21
  the
• 1:21
  week.
• 1:21
  And
• 1:22
  here
• 1:22
  it
• 1:22
  is.
• 1:23
  As
• 1:23
  investment
• 1:24
  continues
• 1:24
  for
• 1:25
  the
• 1:25
  caper
• 1:25
  cart
• 1:25
  is
• 1:26
  the
• 1:26
  Nvidia
• 1:26
  integration
• 1:27
  and
• 1:27
  specifically
• 1:28
  the
• 1:28
  idea
• 1:29
  that
• 1:29
  I
• 1:29
  can
• 1:29
  see
• 1:29
  items
• 1:30
  on
• 1:30
  the
• 1:30
  shelf
• 1:31
  unlock
• 1:31
  Instacart
• 1:32
  needs
• 1:32
  to
• 1:32
  increase
• 1:32
  capers
• 1:33
  relevance
• 1:34
  or
• 1:34
  is
• 1:34
  throwing
• 1:35
  more
• 1:35
  money
• 1:35
  and
• 1:35
  hype
• 1:36
  at
• 1:36
  this
• 1:36
  a
• 1:36
  niche
• 1:37
  application?
• 1:38
  Oh
• 1:38
  my
• 1:38
  God.
• 1:39
  It's
• 1:39
  100%
• 1:39
  the
• 1:39
  latter,
• 1:40
  Carter.
• 1:40
  100%.
• 1:41
  This
• 1:41
  is,
• 1:41
  this
• 1:42
  is
• 1:42
  the,
• 1:42
  this
• 1:42
  is
• 1:42
  the
• 1:43
  hype
• 1:43
  of
• 1:43
  all
• 1:43
  hype
• 1:43
  announcements.
• 1:44
  And
• 1:45
  I
• 1:45
  mean
• 1:46
  they're
• 1:47
  laying
• 1:47
  AI
• 1:48
  on
• 1:48
  top
• 1:48
  of,
• 1:49
  you
• 1:49
  know.
• 1:50
  Yeah,
• 1:50
  the
• 1:50
  announcements
• 1:51
  maybe
• 1:51
  get
• 1:51
  a
• 1:51
  little
• 1:51
  bit
• 1:52
  more
• 1:52
  press.
• 1:52
  The
• 1:53
  amount
• 1:53
  of
• 1:53
  ways
• 1:53
  this
• 1:54
  card
• 1:54
  has
• 1:54
  been
• 1:54
  tried
• 1:55
  to
• 1:55
  be
• 1:55
  sold
• 1:56
  over
• 1:56
  the
• 1:56
  last
• 1:56
  X
• 1:57
  number
• 1:57
  of
• 1:57
  years
• 1:57
  is
• 1:58
  just
• 1:58
  unfathomable
• 1:59
  to
• 1:59
  me.
• 1:59
  So
• 2:00
  like
• 2:00
  this,
• 2:00
  here's
• 2:01
  the.
• 2:01
  But
• 2:01
  here's
• 2:01
  the
• 2:01
  reason
• 2:01
  I
• 2:01
  think
• 2:02
  this,
• 2:02
  this
• 2:02
  announcement
• 2:02
  is
• 2:03
  all
• 2:03
  hype,
• 2:03
  because
• 2:05
  to
• 2:05
  me
• 2:05
  this
• 2:05
  is
• 2:05
  this.
• 2:06
  Actually
• 2:06
  the
• 2:06
  funny
• 2:07
  thing
• 2:07
  about
• 2:07
  this
• 2:07
  announcement
• 2:07
  is
• 2:08
  it's
• 2:08
  right
• 2:08
  strategy,
• 2:10
  wrong
• 2:10
  substrate.
• 2:11
  For
• 2:12
  example,
• 2:12
  if
• 2:12
  the
• 2:12
  cart
• 2:13
  is
• 2:13
  the
• 2:13
  tool
• 2:13
  for
• 2:13
  this,
• 2:14
  why
• 2:14
  does
• 2:14
  it
• 2:14
  need
• 2:15
  to
• 2:15
  be
• 2:15
  a
• 2:15
  smart
• 2:15
  shopping
• 2:16
  cart
• 2:16
  at
• 2:16
  all?
• 2:16
  Couldn't
• 2:17
  you
• 2:17
  just
• 2:17
  equip
• 2:17
  a
• 2:18
  regular
• 2:18
  old
• 2:18
  cart
• 2:18
  unbeknownst
• 2:19
  to
• 2:19
  shoppers
• 2:20
  and
• 2:20
  not
• 2:20
  require
• 2:20
  shoppers
• 2:21
  to
• 2:21
  adapt
• 2:21
  their
• 2:21
  behavior
• 2:22
  to
• 2:22
  using
• 2:22
  a
• 2:22
  new
• 2:23
  cart
• 2:23
  and
• 2:23
  get
• 2:23
  all
• 2:24
  the
• 2:24
  same
• 2:24
  information
• 2:24
  that
• 2:25
  you're
• 2:25
  reportedly
• 2:26
  trying
• 2:26
  to
• 2:26
  get
• 2:26
  from
• 2:26
  this,
• 2:27
  or
• 2:27
  100%
• 2:28
  you
• 2:28
  can.
• 2:29
  And
• 2:29
  with
• 2:29
  that
• 2:29
  said,
• 2:30
  though,
• 2:30
  there's
• 2:31
  even
• 2:31
  a
• 2:31
  better
• 2:31
  way
• 2:32
  to
• 2:32
  do
• 2:32
  this.
• 2:32
  And
• 2:32
  that
• 2:32
  better
• 2:33
  way
• 2:33
  is
• 2:33
  robotics.
• 2:34
  Because
• 2:34
  the
• 2:34
  problem
• 2:34
  with
• 2:34
  the
• 2:35
  cart
• 2:35
  serving
• 2:36
  as
• 2:36
  the
• 2:36
  substrate
• 2:37
  is
• 2:37
  that
• 2:38
  despite
• 2:38
  what
• 2:38
  this
• 2:38
  headline
• 2:39
  says,
• 2:39
  you
• 2:40
  cannot
• 2:40
  guarantee
• 2:41
  the
• 2:41
  real
• 2:41
  time
• 2:41
  view
• 2:42
  of
• 2:42
  the
• 2:42
  store
• 2:42
  is
• 2:42
  being
• 2:43
  captured
• 2:43
  the
• 2:43
  same
• 2:44
  way
• 2:44
  at
• 2:45
  the
• 2:45
  same
• 2:45
  time
• 2:45
  every
• 2:46
  time.
• 2:46
  Because
• 2:46
  when
• 2:46
  you're
• 2:47
  leaving
• 2:47
  that
• 2:47
  to
• 2:47
  customers
• 2:48
  or
• 2:48
  employees,
• 2:49
  they're
• 2:49
  going
• 2:49
  to
• 2:49
  do
• 2:49
  it
• 2:50
  differently.
• 2:50
  A
• 2:50
  robot
• 2:51
  is
• 2:51
  the
• 2:51
  only
• 2:51
  thing
• 2:52
  that
• 2:52
  can
• 2:52
  do
• 2:52
  it
• 2:52
  the
• 2:52
  same
• 2:53
  way
• 2:53
  every
• 2:53
  time.
• 2:54
  And
• 2:54
  robotics
• 2:55
  are
• 2:55
  still
• 2:55
  the
• 2:55
  best
• 2:56
  way
• 2:56
  to
• 2:56
  do
• 2:56
  that
• 2:57
  because
• 2:57
  that's
• 2:58
  what
• 2:58
  they
• 2:58
  do.
• 2:58
  And
• 2:59
  their
• 2:59
  field
• 2:59
  of
• 2:59
  vision
• 2:59
  is
• 3:00
  better
• 3:00
  too,
• 3:00
  for
• 3:00
  that
• 3:01
  reason
• 3:01
  as
• 3:01
  well,
• 3:01
  because
• 3:02
  they
• 3:02
  can
• 3:02
  get
• 3:02
  inside
• 3:03
  the
• 3:03
  nooks
• 3:03
  and
• 3:03
  crannies
• 3:04
  better
• 3:04
  than,
• 3:04
  say,
• 3:05
  a
• 3:05
  cart
• 3:05
  that's
• 3:05
  just
• 3:05
  randomly
• 3:06
  going
• 3:06
  through
• 3:06
  the
• 3:07
  store.
• 3:07
  So
• 3:08
  once
• 3:08
  again,
• 3:09
  once
• 3:09
  again,
• 3:09
  Carter,
• 3:10
  like
• 3:11
  Instacart's
• 3:12
  out
• 3:12
  pushing
• 3:12
  the
• 3:12
  cart.
• 3:13
  I
• 3:13
  don't
• 3:13
  think
• 3:13
  it's
• 3:14
  going
• 3:14
  to
• 3:14
  work.
• 3:14
  They'd
• 3:15
  be
• 3:15
  better
• 3:15
  off
• 3:15
  at
• 3:15
  this
• 3:16
  point.
• 3:16
  They'd
• 3:16
  be
• 3:16
  better
• 3:17
  off
• 3:17
  just
• 3:17
  acquiring
• 3:17
  a
• 3:17
  robotics
• 3:18
  company
• 3:18
  and
• 3:19
  stop
• 3:19
  throwing
• 3:20
  more
• 3:20
  good
• 3:20
  money
• 3:20
  after
• 3:21
  bad.
• 3:21
  That's
• 3:22
  my
• 3:22
  opinion.
• 3:23
  Yeah,
• 3:23
  it's
• 3:25
  so
• 3:25
  the
• 3:26
  other
• 3:26
  thing
• 3:26
  to
• 3:26
  think
• 3:26
  about
• 3:27
  here
• 3:27
  also,
• 3:27
  first
• 3:27
  of
• 3:27
  all,
• 3:28
  there's
• 3:28
  like
• 3:29
  multiple
• 3:29
  downsides,
• 3:29
  different
• 3:30
  angles
• 3:30
  here.
• 3:30
  First
• 3:30
  of
• 3:31
  all,
• 3:31
  the
• 3:31
  consumer
• 3:31
  side,
• 3:32
  they
• 3:32
  talk
• 3:32
  in
• 3:32
  this
• 3:33
  article,
• 3:33
  Chris,
• 3:33
  about,
• 3:33
  like,
• 3:34
  what
• 3:34
  is
• 3:34
  the
• 3:34
  benefit
• 3:34
  to
• 3:35
  the
• 3:35
  consumer?
• 3:35
  Like,
• 3:35
  why
• 3:35
  would
• 3:36
  I
• 3:36
  take,
• 3:36
  you
• 3:37
  know,
• 3:37
  two
• 3:37
  minutes
• 3:37
  to
• 3:38
  log
• 3:38
  in
• 3:38
  and
• 3:38
  actually
• 3:38
  do
• 3:39
  this
• 3:39
  thing
• 3:39
  when
• 3:39
  my
• 3:39
  kids
• 3:40
  are
• 3:40
  crying,
• 3:41
  right?
• 3:41
  And
• 3:41
  I'm
• 3:41
  just
• 3:41
  trying
• 3:42
  to
• 3:42
  get
• 3:42
  in
• 3:42
  and
• 3:42
  out,
• 3:42
  whatever,
• 3:43
  you
• 3:44
  know,
• 3:44
  and
• 3:44
  they
• 3:44
  say,
• 3:44
  oh,
• 3:44
  it'll
• 3:45
  help
• 3:45
  you
• 3:45
  with
• 3:45
  recipes.
• 3:45
  Well,
• 3:46
  coming
• 3:46
  from
• 3:46
  someone
• 3:46
  who
• 3:46
  did
• 3:47
  digital
• 3:47
  at
• 3:47
  General
• 3:48
  Mills,
• 3:48
  like,
• 3:49
  no,
• 3:49
  like
• 3:50
  this
• 3:50
  recipe
• 3:51
  game.
• 3:51
  And
• 3:51
  the
• 3:51
  recipe
• 3:51
  excuse
• 3:52
  is
• 3:52
  something
• 3:52
  that
• 3:53
  everyone
• 3:53
  talks
• 3:54
  about,
• 3:54
  but
• 3:54
  no
• 3:54
  one
• 3:55
  actually
• 3:55
  can
• 3:55
  figure
• 3:55
  out
• 3:55
  how
• 3:55
  to
• 3:56
  add
• 3:56
  any
• 3:56
  value
• 3:56
  to.
• 3:57
  You
• 3:57
  got
• 3:57
  your
• 3:57
  lists
• 3:58
  that
• 3:58
  you
• 3:58
  put
• 3:58
  on
• 3:59
  your
• 3:59
  phone
• 3:59
  or
• 3:59
  written
• 3:59
  on
• 4:00
  a
• 4:00
  piece
• 4:00
  of
• 4:00
  paper,
• 4:00
  and
• 4:01
  that's
• 4:01
  the
• 4:01
  behavior,
• 4:02
  that's
• 4:02
  what
• 4:02
  you
• 4:02
  do.
• 4:02
  Don't
• 4:03
  try
• 4:03
  to
• 4:03
  change
• 4:03
  it.
• 4:04
  And
• 4:04
  the
• 4:05
  value
• 4:05
  that
• 4:05
  they
• 4:05
  claim
• 4:06
  this
• 4:06
  is
• 4:06
  going
• 4:06
  to
• 4:06
  give
• 4:06
  the
• 4:06
  consumer
• 4:07
  pales
• 4:07
  in
• 4:07
  comparison
• 4:08
  to
• 4:08
  the
• 4:08
  friction
• 4:09
  that
• 4:09
  it's
• 4:09
  going
• 4:10
  to
• 4:10
  bring,
• 4:10
  which
• 4:11
  is
• 4:11
  accurate.
• 4:11
  Then
• 4:12
  you
• 4:12
  have
• 4:12
  the
• 4:12
  actual
• 4:12
  tech
• 4:13
  side.
• 4:13
  So,
• 4:13
  Chris,
• 4:14
  one
• 4:14
  of
• 4:14
  these
• 4:14
  Nvidia
• 4:15
  chips
• 4:15
  is
• 4:15
  about
• 4:15
  500
• 4:16
  bucks.
• 4:17
  That
• 4:17
  doesn't
• 4:17
  account
• 4:17
  the
• 4:17
  cameras,
• 4:18
  it
• 4:18
  doesn't
• 4:18
  count
• 4:18
  the
• 4:18
  scales,
• 4:19
  it
• 4:19
  doesn't
• 4:19
  account
• 4:19
  the
• 4:19
  actual
• 4:20
  cost
• 4:20
  of
• 4:20
  the
• 4:20
  cart.
• 4:21
  Right.
• 4:22
  How
• 4:22
  many
• 4:22
  shopping
• 4:22
  carts
• 4:23
  have
• 4:23
  you
• 4:23
  seen
• 4:23
  in
• 4:23
  a
• 4:23
  creek
• 4:24
  down
• 4:24
  by
• 4:24
  your
• 4:24
  house?
• 4:24
  Right?
• 4:25
  Like
• 4:25
  the
• 4:26
  cost
• 4:26
  that
• 4:26
  this
• 4:26
  is
• 4:27
  going
• 4:27
  to
• 4:27
  bring
• 4:27
  to
• 4:28
  grocers,
• 4:29
  Right?
• 4:29
  Like,
• 4:30
  you
• 4:30
  know,
• 4:30
  you're
• 4:30
  talking
• 4:30
  about
• 4:31
  a
• 4:31
  retail
• 4:31
  environment
• 4:31
  that's
• 4:32
  got
• 4:32
  2%
• 4:32
  margins
• 4:33
  and
• 4:33
  you're
• 4:33
  going
• 4:33
  to
• 4:33
  spend,
• 4:33
  what,
• 4:34
  $2,000
• 4:35
  per
• 4:35
  cart
• 4:36
  so
• 4:36
  that
• 4:36
  you
• 4:36
  can
• 4:36
  get
• 4:36
  a
• 4:36
  little
• 4:37
  bit
• 4:37
  more
• 4:37
  data
• 4:37
  between
• 4:38
  the
• 4:38
  hours
• 4:38
  of
• 4:38
  noon
• 4:39
  and
• 4:39
  one,
• 4:39
  that
• 4:39
  coffee
• 4:40
  is
• 4:40
  out
• 4:40
  of
• 4:40
  stock.
• 4:40
  Like,
• 4:41
  it
• 4:41
  just
• 4:41
  doesn't,
• 4:42
  it
• 4:42
  doesn't
• 4:42
  make
• 4:43
  sense.
• 4:43
  That
• 4:43
  relationship
• 4:44
  is
• 4:44
  so
• 4:44
  off
• 4:45
  balance.
• 4:45
  There's
• 4:46
  zero
• 4:46
  way
• 4:46
  that
• 4:46
  this
• 4:47
  actually
• 4:47
  is
• 4:47
  a
• 4:47
  legitimate
• 4:48
  play.
• 4:49
  Yeah,
• 4:49
  that's
• 4:50
  really
• 4:50
  interesting,
• 4:50
  too.
• 4:50
  Like,
• 4:51
  actually,
• 4:51
  that's
• 4:51
  a
• 4:52
  good,
• 4:52
  that's
• 4:52
  a
• 4:52
  good
• 4:52
  tell
• 4:52
  for
• 4:53
  all
• 4:53
  our
• 4:53
  listeners,
• 4:53
  too.
• 4:53
  When
• 4:53
  you,
• 4:54
  when
• 4:54
  you
• 4:54
  hear
• 4:54
  the
• 4:55
  stories
• 4:55
  that
• 4:55
  people
• 4:55
  keep
• 4:56
  saying
• 4:56
  over
• 4:56
  and
• 4:56
  over
• 4:56
  again,
• 4:57
  in
• 4:57
  this
• 4:57
  case,
• 4:57
  it's
• 4:57
  recipes.
• 4:58
  Like,
• 4:58
  yeah,
• 4:58
  I
• 4:58
  mean,
• 4:59
  you
• 4:59
  basically
• 4:59
  just
• 4:59
  said
• 4:59
  on
• 4:59
  the
• 5:00
  previous
• 5:00
  headline,
• 5:00
  like,
• 5:00
  you
• 5:01
  couldn't
• 5:01
  even
• 5:01
  sell
• 5:01
  recipes
• 5:02
  through
• 5:02
  TikTok.
• 5:02
  You
• 5:03
  know,
• 5:03
  it
• 5:03
  wasn't,
• 5:03
  it
• 5:03
  wasn't
• 5:03
  really
• 5:04
  doing
• 5:04
  anything
• 5:04
  for
• 5:05
  you
• 5:05
  through
• 5:05
  TikTok.
• 5:05
  So
• 5:06
  it's
• 5:06
  not
• 5:06
  going
• 5:06
  to
• 5:06
  do
• 5:06
  anything
• 5:06
  for
• 5:06
  you
• 5:07
  on
• 5:07
  a
• 5:07
  cart
• 5:07
  either.
• 5:08
  You
• 5:08
  know,
• 5:08
  it's
• 5:09
  so,
• 5:09
  it's
• 5:10
  just,
• 5:10
  it's
• 5:10
  just
• 5:10
  as
• 5:10
  I
• 5:11
  think
• 5:11
  about.
• 5:11
  And
• 5:11
  I
• 5:12
  say
• 5:12
  that
• 5:12
  too,
• 5:12
  because
• 5:12
  when
• 5:12
  I'm
• 5:13
  sitting
• 5:13
  here
• 5:13
  at
• 5:13
  Shop
• 5:13
  Talk,
• 5:14
  you
• 5:14
  know,
• 5:14
  agentic
• 5:15
  AI
• 5:15
  is
• 5:15
  the
• 5:16
  topic
• 5:16
  of
• 5:16
  the
• 5:16
  day.
• 5:16
  I'm
• 5:16
  going
• 5:17
  to
• 5:17
  veer
• 5:17
  off
• 5:17
  course
• 5:17
  a
• 5:17
  little
• 5:18
  bit,
• 5:18
  but
• 5:18
  agentic
• 5:19
  AI
• 5:19
  is
• 5:19
  the
• 5:19
  topic
• 5:20
  of
• 5:20
  the
• 5:20
  day.
• 5:20
  And
• 5:20
  you
• 5:20
  keep
• 5:20
  hearing
• 5:21
  all
• 5:21
  these
• 5:21
  things
• 5:21
  about
• 5:21
  how
• 5:22
  it's
• 5:22
  going
• 5:22
  to
• 5:22
  make
• 5:22
  our
• 5:23
  lives
• 5:23
  easier.
• 5:23
  We
• 5:23
  don't
• 5:23
  have
• 5:24
  to
• 5:24
  reorder
• 5:24
  everything,
• 5:24
  which
• 5:25
  is
• 5:25
  the
• 5:25
  same
• 5:26
  baloney
• 5:27
  that
• 5:27
  you
• 5:27
  heard
• 5:27
  about
• 5:27
  subscription
• 5:28
  models
• 5:28
  forever
• 5:29
  and
• 5:29
  ever.
• 5:30
  And
• 5:30
  it's
• 5:31
  just
• 5:31
  because
• 5:31
  our
• 5:31
  minds
• 5:32
  just
• 5:32
  gravitate
• 5:32
  towards
• 5:33
  something
• 5:33
  we
• 5:33
  know
• 5:33
  without
• 5:34
  just
• 5:34
  going
• 5:34
  into
• 5:34
  and
• 5:35
  saying,
• 5:35
  okay,
• 5:35
  how
• 5:36
  many
• 5:36
  of
• 5:36
  us
• 5:36
  really
• 5:36
  want
• 5:37
  that
• 5:37
  at
• 5:37
  the
• 5:37
  end
• 5:37
  of
• 5:37
  the
• 5:38
  day?
• 5:38
  Because
• 5:39
  the
• 5:39
  chances
• 5:39
  are
• 5:39
  it's
• 5:40
  a
• 5:40
  really
• 5:40
  small
• 5:40
  percentage
• 5:41
  of
• 5:41
  the
• 5:41
  people.
• 5:41
  I
• 5:41
  don't
• 5:42
  know.
• 5:42
  What
• 5:42
  do
• 5:42
  you
• 5:42
  think,
• 5:42
  Carter?
• 5:42
  Am
• 5:43
  I,
• 5:43
  am
• 5:43
  I
• 5:43
  on
• 5:43
  the
• 5:43
  right
• 5:44
  track
• 5:44
  with
• 5:44
  that?
• 5:44
  100%?
• 5:45
  Like,
• 5:45
  here's
• 5:46
  the
• 5:46
  thing,
• 5:46
  like,
• 5:46
  there's
• 5:47
  two
• 5:47
  sides.
• 5:47
  You
• 5:47
  have
• 5:47
  the
• 5:47
  industry
• 5:48
  side,
• 5:48
  which
• 5:48
  everyone's
• 5:49
  just
• 5:49
  talking
• 5:49
  about
• 5:49
  buzzwords,
• 5:50
  and
• 5:50
  I
• 5:50
  guarantee
• 5:51
  no
• 5:51
  one
• 5:51
  actually
• 5:51
  knows
• 5:52
  what
• 5:52
  it
• 5:52
  means
• 5:52
  or
• 5:52
  how
• 5:52
  to
• 5:53
  actually
• 5:53
  apply
• 5:53
  it
• 5:53
  to
• 5:53
  their
• 5:54
  business.
• 5:54
  Right.
• 5:54
  That's
• 5:55
  the
• 5:55
  issue
• 5:55
  that
• 5:55
  you're
• 5:55
  seeing
• 5:55
  at
• 5:55
  Shop
• 5:56
  Talk
• 5:56
  now
• 5:57
  and
• 5:57
  then
• 5:57
  from
• 5:57
  the
• 5:58
  consumer
• 5:58
  perspective,
• 5:59
  like,
• 5:59
  they
• 5:59
  just
• 6:00
  don't
• 6:00
  care.
• 6:00
  Right.
• 6:01
  Like,
• 6:01
  you
• 6:01
  know,
• 6:02
  again,
• 6:02
  I
• 6:03
  go
• 6:03
  through
• 6:03
  my
• 6:03
  mind
• 6:03
  of
• 6:04
  the
• 6:04
  barriers
• 6:05
  to
• 6:05
  entry
• 6:05
  to
• 6:06
  try
• 6:06
  to
• 6:06
  assemble
• 6:06
  a
• 6:06
  recipe
• 6:07
  on
• 6:07
  a
• 6:07
  touchscreen
• 6:08
  that
• 6:08
  your
• 6:08
  kid
• 6:08
  is
• 6:09
  yelling
• 6:10
  at
• 6:10
  you
• 6:10
  about.
• 6:10
  Right.
• 6:10
  Like,
• 6:11
  it
• 6:11
  just
• 6:11
  is
• 6:11
  the
• 6:12
  worst.
• 6:12
  Right.
• 6:13
  So
• 6:13
  it's
• 6:13
  just
• 6:14
  one
• 6:14
  of
• 6:14
  those
• 6:14
  things
• 6:14
  where,
• 6:15
  you
• 6:15
  know,
• 6:15
  there
• 6:16
  are,
• 6:16
  there
• 6:16
  are
• 6:16
  fails
• 6:16
  in
• 6:17
  every
• 6:17
  side.
• 6:17
  This
• 6:17
  is
• 6:17
  a
• 6:18
  sizzle,
• 6:18
  as
• 6:19
  we
• 6:19
  used
• 6:19
  to
• 6:19
  call
• 6:19
  it,
• 6:19
  Chris.
• 6:19
  This
• 6:20
  is
• 6:20
  a
• 6:20
  sizzle
• 6:20
  in
• 6:20
  a
• 6:20
  pan.
• 6:21
  I
• 6:21
  was
• 6:21
  going
• 6:21
  to
• 6:21
  bring
• 6:21
  that
• 6:21
  up,
• 6:21
  actually.
• 6:22
  Yeah.
• 6:22
  This
• 6:22
  is
• 6:23
  throwing
• 6:24
  AI
• 6:24
  at
• 6:24
  a
• 6:24
  problem.
• 6:25
  Chasing
• 6:26
  bad
• 6:26
  money
• 6:26
  after
• 6:27
  more
• 6:27
  bad
• 6:27
  money
• 6:28
  after
• 6:28
  more
• 6:28
  bad
• 6:28
  money
• 6:29
  and
• 6:29
  thinking
• 6:29
  that
• 6:29
  AI
• 6:30
  is
• 6:30
  going
• 6:30
  to
• 6:30
  be
• 6:30
  the
• 6:30
  solution
• 6:31
  with
• 6:31
  these
• 6:31
  really
• 6:32
  expensive
• 6:32
  carts,
• 6:32
  when
• 6:33
  the
• 6:33
  investment
• 6:33
  probably
• 6:33
  could
• 6:34
  have
• 6:34
  been
• 6:34
  made
• 6:34
  into
• 6:34
  something
• 6:35
  like
• 6:35
  robotics,
• 6:35
  like
• 6:36
  you
• 6:36
  talk
• 6:36
  about.
• 6:37
  Right?
• 6:37
  Yeah.
• 6:37
  100%
• 6:38
  something
• 6:38
  that's
• 6:38
  proven
• 6:38
  and
• 6:39
  rolling
• 6:39
  out.
• 6:39
  Oh,
• 6:39
  my
• 6:39
  gosh.
• 6:40
  Showing
• 6:40
  the
• 6:40
  efficiencies
• 6:41
  that
• 6:41
  come
• 6:41
  with
• 6:42
  it,
• 6:42
  too.
• 6:42
  That's
• 6:42
  the
• 6:42
  other
• 6:42
  thing.
• 6:43
  Like,
• 6:43
  why
• 6:43
  would
• 6:43
  you
• 6:43
  be
• 6:43
  investing
• 6:44
  this?
• 6:44
  It's
• 6:44
  totally
• 6:44
  unproven,
• 6:45
  but
• 6:45
  anyway.