Google just declared war on Amazon.
Their new AI weaponized 50 billion products against every retailer on Earth.
No more scrolling. No more comparing. No more checkout.
Here’s how they’re ending ecom as we know it (and the once-in-a-decade opportunity it just created):🧵
Their new AI weaponized 50 billion products against every retailer on Earth.
No more scrolling. No more comparing. No more checkout.
Here’s how they’re ending ecom as we know it (and the once-in-a-decade opportunity it just created):🧵
At Google I/O 2025, they didn't just announce updates.
They announced the death of traditional ecommerce.
Their new AI Mode can now access 50+ billion product listings, try clothes on you virtually, and buy products FOR you.
Amazon should be terrified.
They announced the death of traditional ecommerce.
Their new AI Mode can now access 50+ billion product listings, try clothes on you virtually, and buy products FOR you.
Amazon should be terrified.
Google’s Shopping Graph tracks 50B+ product listings from global retailers to local shops, each with reviews, prices, and availability.
Every hour more than 2B of those product listings are refreshed on Google.
This isn't just search anymore - it's real-time global inventory.
Every hour more than 2B of those product listings are refreshed on Google.
This isn't just search anymore - it's real-time global inventory.
Here's what Google's AI can now do that Amazon can't:
Virtual try-on using your own photo for billions of items
"Buy for me" agentic checkout - AI completes purchases on your behalf with Google Pay
Price tracking with automated purchasing when prices drop
Virtual try-on using your own photo for billions of items
"Buy for me" agentic checkout - AI completes purchases on your behalf with Google Pay
Price tracking with automated purchasing when prices drop
While Amazon does have its own ecom shopping AI agent…
Google is simply faster and bigger.
It was announced in May, but they only started properly rolling it out this past week, revealing its true capabilities.
The "buy for me" feature is absolutely insane:
Google is simply faster and bigger.
It was announced in May, but they only started properly rolling it out this past week, revealing its true capabilities.
The "buy for me" feature is absolutely insane:
Just tap "track price" on any product listing and set the right size, color and the amount you want to spend.
Keep an eye out for a price drop notification and if you're ready to buy, just confirm the purchase details and tap "buy for me".
But that's not all…
Keep an eye out for a price drop notification and if you're ready to buy, just confirm the purchase details and tap "buy for me".
But that's not all…
If you want to narrow your options down to bags suitable for a trip to Portland in May, AI Mode will start a query fan-out.
Which means it runs several searches to figure out what makes a bag good for rainy weather and long journeys.
It thinks like humans, not algorithms.
Which means it runs several searches to figure out what makes a bag good for rainy weather and long journeys.
It thinks like humans, not algorithms.
Working with 90+ dropshipping clients, I can tell you this will be huge.
Google isn't just competing with Amazon for customers.
In the long run, they'll make individual ecom stores irrelevant.
Why visit 10 websites when Google's AI does it for you - on a 50B+ scale?
Google isn't just competing with Amazon for customers.
In the long run, they'll make individual ecom stores irrelevant.
Why visit 10 websites when Google's AI does it for you - on a 50B+ scale?
The virtual try-on feature is crazy:
This state-of-the-art technology is the first of its kind working at this scale.
Shoppers can try on billions of items of clothing with a new custom image generation model, which understands the human body and nuances of clothing.
This state-of-the-art technology is the first of its kind working at this scale.
Shoppers can try on billions of items of clothing with a new custom image generation model, which understands the human body and nuances of clothing.
What makes this terrifying for retailers?
By using AI Mode, customers:
> Have access to a wide selection > Can review different products
> Compare their costs
> See colour samples
> Immediately view if they are in stock
All on one page.
By using AI Mode, customers:
> Have access to a wide selection > Can review different products
> Compare their costs
> See colour samples
> Immediately view if they are in stock
All on one page.
The scale is unprecedented.
People shop across Google properties more than a billion times a day
Every hour, more than 2 billion product listings are refreshed on Google
Amazon processes ~500M items. Google processes 50 BILLION.
People shop across Google properties more than a billion times a day
Every hour, more than 2 billion product listings are refreshed on Google
Amazon processes ~500M items. Google processes 50 BILLION.
Here's the once-in-a-decade opportunity:
While everyone panics about Google "killing" ecom, smart suppliers will adapt.
The winners won't be platforms - they'll be the manufacturers who can fulfill Google's AI predictions fastest.
Speed becomes everything.
While everyone panics about Google "killing" ecom, smart suppliers will adapt.
The winners won't be platforms - they'll be the manufacturers who can fulfill Google's AI predictions fastest.
Speed becomes everything.
Processing 100,000+ orders daily, we're predicting this shift:
In the coming months, brands that optimize for Google's Shopping Graph get recommended more.
Those who don't get buried in the 50 billion listing graveyard.
Quality product data is now life or death.
In the coming months, brands that optimize for Google's Shopping Graph get recommended more.
Those who don't get buried in the 50 billion listing graveyard.
Quality product data is now life or death.
But here's what Google's missing:
This decision will likely unsettle SaaS services built for retailers in storefronts, product comparison, checkout and AR/VR shopping.
They're destroying the retail tech ecosystem.
Someone needs to rebuild it for the AI era.
This decision will likely unsettle SaaS services built for retailers in storefronts, product comparison, checkout and AR/VR shopping.
They're destroying the retail tech ecosystem.
Someone needs to rebuild it for the AI era.
The implications for ecom:
1. Perfect your product data - images, descriptions, specs
2. Optimize for Google's Shopping Graph, not Amazon SEO
3. Build systems for instant inventory updates
4. Focus on fulfillment speed over marketing
The game is about to change completely.
1. Perfect your product data - images, descriptions, specs
2. Optimize for Google's Shopping Graph, not Amazon SEO
3. Build systems for instant inventory updates
4. Focus on fulfillment speed over marketing
The game is about to change completely.
The big prediction for 2026:
Shopping won't happen on websites.
It'll happen in conversations with AI.
Google just fired the first shot in the AI commerce war - and overshadowed Amazon's own endeavours completely.
Shopping won't happen on websites.
It'll happen in conversations with AI.
Google just fired the first shot in the AI commerce war - and overshadowed Amazon's own endeavours completely.
The biggest opportunity isn't in fighting Google.
It's in positioning yourself alongside what's coming.
50 billion products competing for AI attention.
Be the one that delivers what the AI promises.
That's how you survive in the long run.
It's in positioning yourself alongside what's coming.
50 billion products competing for AI attention.
Be the one that delivers what the AI promises.
That's how you survive in the long run.
We’ve helped ecom brands add $1M+ in profit, 3x order volume, and cut refunds by 60-70%.
How?
We streamline sourcing, packing, and shipping without any setup or monthly fees so you can scale without headaches.
Want similar results? Book your free demo:
calendly.com/d/cwqd-2fz-v47…
How?
We streamline sourcing, packing, and shipping without any setup or monthly fees so you can scale without headaches.
Want similar results? Book your free demo:
calendly.com/d/cwqd-2fz-v47…
I started dropshipping at 15.
We scaled fast but ran into slow, expensive fulfillment.
So we built direct ties with trusted Chinese suppliers.
Today, those connections became Innovativa - the leading sourcing agency for dropshippers.
Follow @gonzaloecom for more value.
We scaled fast but ran into slow, expensive fulfillment.
So we built direct ties with trusted Chinese suppliers.
Today, those connections became Innovativa - the leading sourcing agency for dropshippers.
Follow @gonzaloecom for more value.
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