Tom Verrilli
speaker
703 appearances
1 recordings
1 series
first heard Aug 2026
last heard 2 Aug
Tom Verrilli’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Aug 2026 with 1.
Appearances
And actually the value of stores is that that person who runs that shoe store has agency and taste and she curates a selection of shoes available.
She has a level of customer service.
She has a window display, which can show me the types of things she has.
And I can wander around the mall and actually work out what it is I want to buy or be educated by it.
And as it turns out, it's quite pleasant.
There's a reason that the mall is a social thing.
And so I think that agentic is going to be huge.
Retail is a $7.5 trillion industry in the US though.
So I don't think it's a like winner takes all thing.
What I think live commerce does is it's the first time that we've ever managed to kind of like bring together scale and convenience of the internet and also that same kind of like social cultural experience of physical shopping.
Because at Twitch, we used to basically assume that if it's less than a thousand people on the stream, it's non-economic because you're operating on CPMs.
But you can go into a stream on Whatnot and see 30, 50 people in that stream.
And you imagine for a moment that you're running a shoe store at a mall and you had 50 people in your store.
You'd never close.
Like you would literally never shut down the store because that's so much more foot traffic than you can ever imagine being in a store because commerce has totally different economics to entertainment and CPMs aren't the thing that you have to worry about.
So I think it's not really in kind of like competition with agentic.
I think it's a completely different kind of like customer need.
It is funny.
I have said to a friend before that asking someone who was at Twitter in the 2015-16 era is a little bit like a therapist asking somebody to tell them about their childhood.
It's like, you know the trauma that you're bringing up.
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