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The “Google is behind” story is over.
Googles new AI model so powerful they’re running it by the US government and cyber security partners before releasing to the public.
$GOOG
Agentic commerce is a bloodbath for the middlemen
Everyone's hyped about AI that buys stuff for you. But think about what gets skipped. No Google ad gets clicked. No Pinterest board gets scrolled. Nobody opens Booking com. The agent just buys the thing.
YTD:
The Trade Desk -66%
Chewy -44%
Pinterest -31%
Booking -23%