Transcript
Transcript
Transcript
OK, Google Agentic Commerce, I don’t know what it’s called, but it’s available now on Google. So I can now have the agent go out and find products on Google and book some of them. So this was announced in the spring. It’s part of AI mode. So for those that don’t know, AI mode is the future of Google. This was kind of announced in the spring as well. I think it’s available to everyone now. I think it’s available to most countries. AI is kind of the chat GPC version of Google. I’m not sure if they end up sort of merging in together or if people just get moved to AI mode or what happens, but it’s been kind of announced that AI mode is the future. We’re going to have a different kind of UX. It’s going to be more chat based than search based. So what I can do today, Let me just do a new search. I’m just going to check for restaurant. In SF on Saturday. So what it’s going to do now if I go to AI mode? Um, it’s gonna. Do a quick search for restaurants. And I’m gonna do an agentic search on top of that. So this is too slow, but there’s a quick summary. Returned a few restaurants if I go down a little bit. Just a quick hack key. I can actually pick on a restaurant there and I can do a deeper search into that restaurant. Within that window. There’s the map that everyone’s used to. And this is the agentic piece, right? So if I go start task, it’s gonna do kind of a deep research thing. It’s going to take a little while, 5 or 10 minutes, but it’s going to do a deep research into these restaurants and find stuff that’s actually available, which is what I want if I’m going to book something. So first thing it’s going to do is it’s query fan out. That’s where it takes a query that you’ve given it and it’s kind of tried to amend it based on intent and tried to broaden that search. So you search for restaurants in Essaff on Saturday, it’s searching for. Restaurant San Francisco available reservations Saturday November 15th San Francisco OpenTable restaurants given the day, Yelp restaurants. Interestingly enough though, it’s also picked out a couple of actual restaurants that’s already pre chosen. Which restaurants it’s going to display based on what I don’t know. Based on maybe. Previous Google index. Hard to say, but this is just to be clear. And in AI mode, this is Gemini, right? So this is AI within Google. This is Google’s AI Gemini. Searching Google business profiles, just what you’d expect. Searching Yelp, I think you’d expect, and a bunch of other websites. I’ve seen this where it’s, well, there’s 351 sites it’s searching. This is going to take a few minutes. Here’s one I did earlier. So again, you get to this. You get to this option here. Task started, this one has finished and what it’s going to do now is return actual. Available seats. So if I click on one of these for for for tomorrow night, I’m going to get this box in the right. This one doesn’t work. This one requires a credit card. This is not available yet on credit card. Let’s assume that’s next. This is still on test mode. This is still on lab. So I have to actually choose to join this test so I don’t get to complain about stuff that doesn’t work. I’m assuming some point in the future there’ll be a box here to put your credit card in when Google decided how that’s gonna work, but if I click on this next one here. And that one doesn’t work either. Let me click on another one now because I click the name of it. Let me click on it a time there for that one. And there we go. I can add my contact info. I can add a. A phone number there. And update info not a valid number. How does Google know that? And there you go. I can now send this booking and I’m going to reserve that with OpenTable. So that all happened within the window. That’s maybe not revolutionary, but this is stage one, right? So I never left. Google never left AI mode. That’s happened before and many things that happens. It it it. It’s happened before with many things on Google. Used to happen within Google Travel. Let me just do another. But look, I’ll explain a minute why this is very different this time. Nails is a really good way to get this to trigger. I also ran this earlier with nail shops. I’m a big nail shop guy. Task started. I found this nail shop Hey Lux Nails and I can now book now on nails. This also does. This also just links out so I can now choose my favorite. How do you cure or like the milk honey one? And obviously pumpkin spice this time. Yeah. Anyway, this is just a third party thing. Interestingly as well, this didn’t pull up the actual times. It looks like there’s lots of times in that pulled up the wrong ones. So it looks like it’s kind of cashed them or it’s doing some kind of. Fuzzy search, not real time. So it’s not looks like a not a proper integration. So I think that’s what’s going on with Google. They’re doing some deep integrations where it’s getting actual real time results, pulling them back in, allowing it to do the next agentic piece and book the restaurant. And then it’s doing some kind of halfway house where it pulls in some reservation times, but then has to jump out to do the book now. Little bit I’ll just go through is events. So I did this for events earlier. Check in, check for events and SF. Did the task, it’s completed. Here’s another example of this right? So I’ve got um, this event, general admission. I’ve got SeatGeek and Ticketmaster. It does also bounce out if I hit Ticketmaster, it goes into Ticketmaster page. Fair enough, maybe on tickets because this is general admission, but after this would be a seat chart which gets really complex, lots of different versions of tickets etc. But the price is right. So it’s pulled in real time pricing, it’s pulled in actual available tickets, actual events that are available tomorrow, which is what I asked for. And there’s a bunch of other stuff. Some of these just link up to the venue and then didn’t doesn’t look like it was a live lookup. So then we’re gonna end up with this hybrid of actual products bookable now within the window and other stuff we’ll just link off, which I think is probably fair enough. Not everything needs to be bookable now, but it is taking you farther, far deeper into the experience than we had before. Now, why this is important that it happens within the window if I do a search here, for example, for Burj Khalifa. And in Dubai? I’m gonna get, uh, all the Google things to do stuff here. Just OTA’s White Birch Khalifa not doing this. See tickets. I’m going to get a list of all the OTA’s that are selling Burj Khalifa. booking.com. I don’t know how they got to the top. Anyway, these are all the resellers selling Burj Khalifa, up to 50 of them selling the same thing. When the AI does all of this research and displays it within the within the window, it’s not going to display 50 results, right? It’s gonna go do that deep research thing for you. Come back and say, well, here’s the top one booking.com. Here’s the next one Clue. This doesn’t look like 540-5136, doesn’t it? Right. Maybe find one more that’s got an additional option or something interesting and it’ll find the direct book and hopefully as well that’s what it’s going to display. All the rest are all the same, just with different price. 1 assumes so. Before the users going through all of these maybe bounce against a bunch of these websites, browsing around having a look through the business is gonna kind of getting spread once this happens within the window. There’s one or two companies are gonna get these listings and the the AI agent is just going to work out probably the cheapest, the one with a couple more options and probably a direct which. Hopefully that will be allowed. That’s what Maggie is going to do is supply all the direct links like we do now with Google things to do. But we’re gonna allow it on agentic, agentic booking through MCP. But all these others, I don’t see how they fit in, especially all the OTAs that are just subsets of another OTA. The niche ones might do well. The ones with broad content will probably do well, but if they’re just a subset of another, I don’t think that AI is gonna care. I also don’t know how important the brand is, right? So right now if you’re searching for tickets. I I didn’t, I didn’t know that was the Ticketmaster icon. I could see it down here on the left and the and the and the URL window, but I don’t think most people do that. I could just about read out that seek geek, but to me it’s just two options of the same thing. As long as that ends up being a ticket to get me the same seat. I don’t see why I would care. I trust my agent, yes. Right now it links out so I’m going to see the brand and I go through all the whole thing. But when this is in the window and I’m just hitting button now, first name, last name, credit card done. There is no brand. Google is my brand. Chachi PT is my brand. There’s not. I don’t care about Ticketmaster. I just want a seat for that concert in that auditorium. So there aren’t going to be tons and tons of options for the same seat. That’s a problem. They’re huge amount of companies. I’ll just jump into ChatGPT and show how this works because they’ve got a better integration for. For good. So they’ve got the Etsy integration and the Shopify. So if I wanna buy conference merch. At sea. This completes within the window. This is Agentic Commerce Protocol which is between ChatGPT and. Of course, that didn’t pull out. There it is. There it is between Stripe and Open AI. This is the new chat GBC. We’ve gotta improvement today. Different voices and different stuff. And it showed me a few things. So everyone loves a keychain, obviously. Tote bag he’s got great. Anyway, let me choose a keychain and on the right I got a lot of box. I’m going to choose the red one. I’m going to choose fifty key chains and it’s going to make me go to Etsy to buy it. Not good. Let’s see if this one comes through. Make me go. That’s it to buy it. Ohh, this is because I’m not logged in. If I was logged in now on my other browser window, I do this browser window because Google keeps kicking me out of labs. But if I was logged in, I’m just gonna it’s gonna pull up a credit card thing right there. Stripes gonna find my credit card through its link. I’m just going to hit go ship. Done. All without leaving the window. That’s what’s going to happen with tools and activities. It’s not yet. No one’s doing travel yet. Uh, the closest thing we have is this sort of Ticketmaster. I’m not sure if events or travel or not, but travel’s coming and when this happens, which will be very soon, I expect. It revolutionizes the way this industry works because we’ve got so many intermediaries right now. We’ve got so many indirect ways to buy tickets, but a I just went straight to the source of the ticket, straight through all those intermediaries and allow me to book it right here within the window. So that changes everything. Some people say, well, hang on a second, Google needs to make money. Google will still make money. They might take a piece of the transaction. I think why not? They might just decide that every time they put a book now button up they charge me a dollar. Let’s assume these on the right will be ads. Why not? Let’s assume that these listings will have promotional listings at the top. Why not? I think Google still gets to make its money. Google does need to surface a few options because they need auction pressure, so they can’t just go to Booking and Expedia like they have done like Chat CPT has done right now with its apps. They need to have a few more so they can build up some auction pressure with many of them, but they don’t need 500. To do that, I don’t think the other thing with us thing maybe with this is that some people say, well, the users still gonna wanna jump out and go and browse sites. And I don’t think that’s true. Users are lazy. They just want the answers. That’s why people have stopped going to websites. That’s why website traffic’s down by huge numbers from any travel companies, because people are finding what they want within ChatGPT if I search for things to do in San Francisco. It nails it every time. If I search for hidden gems in this part of San Francisco on this day on the, it nails it. And for most people, that’s all they want. They don’t go past that. They’ll do whatever they can within the window. The result they got was good enough. Whether it was the best result, whether it’s as good as searching for an hour, I don’t know, but it’s good enough. People are sticking with it and they’re going to go with what’s easy. If there’s a book now button, they’ll book it. So this. Revolutionizes. Everything in travel discovery. That’s it for now. I’ll do more of these. There’s more things come out. This is not available to everyone. If you click the labs thing, I don’t even know how you sign up for that, but it just search Google labs and find a place to sign up and you can also test this. It’s also on a percentage of. Searches as well, so you might not necessarily see it. That’s it for now, thanks for listening.
