3 6 Ke·2026-01-22 09:45Core Insights - Google has made a significant move into the AI e-commerce sector with its AI model Gemini, which now offers a complete AI shopping service to U.S. users, allowing them to make product recommendations and place orders directly within the AI chat interface [1][3] Group 1: AI Shopping Service Launch - Gemini has partnered with major e-commerce platforms such as Walmart, Shopify, Etsy, Wayfair, and Target to enhance its shopping capabilities [3] - The initial pilot with Walmart focuses on daily necessities and fresh produce, integrating with offline inventory systems to reduce stockouts [3] - Payment service providers like Visa, Mastercard, Stripe, and Adyen have been integrated to facilitate transactions within the chat interface [3] Group 2: Competitive Landscape - The rise of AI shopping has intensified competition among major players like Google and Amazon, as they vie for dominance in the "entry point" for consumers [5] - OpenAI's ChatGPT has already established a shopping feature that allows users to complete the entire shopping process from conversation to payment, prompting Google to respond aggressively [5][19] Group 3: Comprehensive Shopping Experience - Google has introduced an open-source Universal Commerce Protocol (UCP) to streamline the shopping experience across platforms, enabling Gemini to execute the entire shopping process without separate integrations for each e-commerce channel [6] - Users can interact with Gemini to refine their shopping needs, such as requesting specific product styles or colors [7] Group 4: Data and Functionality - Gemini can compare product specifications and track price changes for users, notifying them when products reach their desired price points [9] - The AI can also contact local stores to confirm product availability and promotions, providing users with comprehensive information [11] Group 5: Business Agent Introduction - Google has launched a Business Agent that acts as a pre-sales assistant, providing interactive responses to consumer inquiries based on brand-specific knowledge [13] - Brands like Lowe's, Reebok, and Michael's have already integrated with the Business Agent, allowing them to gain insights and offer promotions based on user data [13] Group 6: Market Dynamics - Google's advertising revenue, which is heavily reliant on search and YouTube ads, faces potential disruption from AI shopping models that bypass traditional ad channels [16][18] - In 2024, Alphabet's total revenue was $350 billion, with search and YouTube ads accounting for approximately 66.9% of that revenue [16] Group 7: Comparison with ChatGPT - Both Gemini and ChatGPT utilize external product databases from platforms like Walmart and Shopify, but Gemini has the advantage of accessing Google's extensive product data through Google Shopping [20][21] - Google Shopping contains 45 billion structured product data entries, which enhances Gemini's ability to provide relevant shopping recommendations [21] Group 8: Emergence of Competitors - A wave of AI companies is entering the e-commerce space, with tools like Perplexity's "Buy with Pro" and OpenAI's Operator enabling direct purchases within chat interfaces [24] - Major retailers are collaborating with AI models to integrate instant checkout features, further blurring the lines between traditional e-commerce and AI-driven shopping [24]