We can expect the integration of AI-powered shopping into Google Search and Gemini to boost its monetization strategy by transforming from a discovery engine to an "agentic commerce" platform. This change will likely allow users to make "one-click" purchases without leaving the AI interface. We can hope it to capture a larger portion of the e-commerce market and offset the high costs of AI infrastructure.
Direct impacts could be on (1) direct transactions (2) new advertising formats & (3) Any Direct Offers. Further, benefits would be on addressing infrastructure costs, enabling higher margins, valuation growth & market scale.
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