Robert Peston

We alert you when the product has reached that price.

And then you can auto buy, essentially, have Google buy that product for you on your behalf.

On the back end, Lillian, we've got a beautifully geeky audience.

What is it that you've managed to do in the last few months, years, that has just allowed for this, that is now seeing the agents able to run free and make purchases on one's behalf safely?

I will say that, you know, on the agentic calling piece, we have been doing things like duplex, which you may or may not be familiar with, which is where we're using AI to essentially call a business on your behalf for some years, actually, you know, since 2018, I think.

For restaurants, you've been doing it for me for a long time.

Yeah, exactly.

On the calling piece, I think we've been doing this for a long time, and we're really finding real user needs for tedious parts of shopping where we think it can help.

On the agentic calling piece, also tracking the price is something that we've done over some time.

This year, we've actually gotten down to the variant level.

So, for example, if you see a shoe that you like, it really matters the size and the color of the shoe.

The question is always what happens next and how is this going to go?

At the enterprise scale, the issue with agentic AI is that you need many agents to be able to communicate with one another.

In fact, in the consumer, think about an airline app, for example, and they maybe use a different software platform to book the flight originally.

Are you encountering those problems, Gemini and what's outside of Google's control?

You know, I would say that it's still nascent.

So today, for example, a lot of our merchants and the way that they show up is actually through relationships that we developed over the years.

So we have something called the shopping graph, which is, you know, 50 billion product listings of all these merchants around the world.

But as you say, over time, you know, potentially you'll imagine a world where a merchant has an agent and we will be interacting between the Gemini agent and that agent as well.

Yeah.