Sarah Nassauer

It was going to happen at some point.

I believe that he could have stayed on longer if that's what he really felt strongly about.

I think that they also, you know, the executives and the board decided that John Ferner was the heir apparent and coalesced around that and then had to decide, you know, how long will he wait for to be given that role?

And this is clearly when they thought they should make that transition.

Yeah, so I think they have said they aren't going to create an LLM.

They're not going to create ChatGPT.

They're not going to create a system that lets people interact with AI in that way.

But they want to... Well, they've signed two deals, one with OpenAI with ChatGPT and Google to be part of shopping on their AI platforms.

And so they see it as a way for people to shop.

Yeah.

So that's one thing.

They're experimenting with something called Sparky, which is like a little AI chatbot in their app that is supposed to enable shopping.

I would consider that pretty nascent, though, and who knows what that will become down the road.

I think part of his challenges is that his predecessor is seen as having done a really good job.

And that, you know, it's hard to come into a company that's not doing well, of course, and when it's a turnaround.

It's also kind of hard to come into a company that's doing really well under the guy who preceded you.

Big shoes to fill.

And, you know, it makes it a little it's a different kind of challenge to figure out, like, well, what is my narrative?

You know, as a leader, how am I going to lead and how will I differentiate and also be the same, but not too much the same?

So I think I am interested as a reporter that covers the company to see how that plays out.