Subramanyan
17:31

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.

Google Embedded Shopping in AI Search & Gemini: Would This Reshape Ad?
Google is introducing AI-powered shopping functionality directly within Search and Gemini, allowing users to purchase products while receiving AI-generated answers. The move aims to monetize AI usage more directly. Will this strengthen Google’s AI monetization strategy? How meaningful could this be for revenue?
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