Sarah Nassauer

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.

I think though, you know, we're talking about Walmart, you know, kind of made it, right?

Like they didn't succumb to Amazon and the last 10 years have been really successful.

But the fact of the matter is, Amazon is also growing really fast still.

And they'll probably become a bigger company by annual revenue than Walmart in the next year or two.

And they're still much more powerful online.

And AI is going to be, you know, influence every field and worker.

And so in some ways you could actually say that Walmart faces basically the same challenge that it did 10 years ago.