Future Commerce

LIVE @ Google Marketing Live: The Infrastructure Connecting Your Agent to 60 Billion Products

Recorded live at Google Marketing Live 2026, Phillip and eCommerce reporter Nicole Silberstein sit down with Ashish Gupta, VP & GM of Merchant Shopping at Google, who is behind the foundational commerce infrastructure powering the Shopping Graph and Universal Commerce Protocol. Gupta breaks down the GML announcements: UCP's expansion beyond shopping into hotels and food delivery, the multi-item Universal Cart that spans Search, Gemini, YouTube, and Gmail, and why the future of agentic commerce still depends on merchants nailing the fundamentals. A SHOPPER FOR EVERY SHOPPER KEY TAKEAWAYS: * UCP is expanding beyond shopping into hotel bookings and local food delivery, giving every shopper their own personal shopper. * The Universal Cart lets shoppers buy multiple items at once across Google surfaces, streamlining the buying experience as shoppers venture from inspiration to discovery and comparison. * Merchants remains the seller of record no matter where the transaction is completed, tackling industry concerns about disintermediation. * Conversational attributes enrich product feeds so AI can match nuanced shopper intent. * Winning in agentic commerce starts with the fundamentals: feeds, first-party data, and UCP readiness. IN-SHOW MENTIONS: * Google Marketing Live 2026 [https://www.googlemarketinglive.com/digital] and Google I/O 2026 [https://io.google/2026/] * Universal Cart & Universal Commerce Protocol (UCP) [https://blog.google/products-and-platforms/products/shopping/shopping-updates-google-marketing-live/] FURTHER READING: * Google Imagines a Future Where Everyone Shops in Ads [https://www.futurecommerce.com/the-senses/google-imagines-a-future-where-everyone-shops-in-ads]— A special edition of The Senses that distills the week’s key announcements * Episode 463: LIVE @ Google I/O: Universal Cart, Agentic Payments, and the Protocols Powering the Agent-Mediated Economy [https://www.futurecommerce.com/podcasts/live-google-i-o-universal-cart-agentic-payments-and-the-protocols-powering-the-agent-mediated-economy] — Companion interview with Suresh Ganapathy * Episode 464: LIVE @ Google Marketing Live: How Google Is Taking the Drudgery Out of Shopping [https://www.futurecommerce.com/podcasts/live-google-marketing-live-how-google-is-taking-the-drudgery-out-of-shopping]— Companion interview with Nick Fox * Google Solidifies Its Place in the AI Race [https://www.futurecommerce.com/posts/google-solidifies-its-place-in-the-ai-race] — Insiders coverage of Google's UCP debut at NRF 2026, the foundation for this week's announcements * [Member Brief] Agentic Commerce and the eCommerce Site's New Existential Crisis [https://www.futurecommerce.com/posts/member-brief-agentic-commerce-and-the-ecommerce-sites-new-existential-crisis] — How agentic platforms are reshaping the role of the branded eCommerce site ASSOCIATED LINKS: * Learn more about  * Check out Future Commerce on YouTube [https://www.youtube.com/c/FutureCommercePodcast] * Check out Future Commerce Plus [https://www.futurecommerce.com/plus] for exclusive content and save on merch and print * Subscribe [https://www.futurecommerce.com/subscribe] to Insiders and The Senses to read more about what we are witnessing in the commerce world * Listen to our other episodes of Future Commerce [https://www.futurecommerce.com/] Have any questions or comments about the show? Let us know on futurecommerce.com [https://www.futurecommerce.com/], or reach out to us on Twitter [https://twitter.com/futurecommerce], Facebook [https://www.facebook.com/futurecommercepodcast/?ref=br_rs], Instagram [https://www.instagram.com/futurecommerce/], or LinkedIn [https://www.linkedin.com/company/futurecommercepodcast/]. We love hearing from our listeners! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com [https://pcm.adswizz.com] for information about our collection and use of personal data for advertising.

LIVE @ Google Marketing Live: How Google is Taking the 'Drudgery' Out of Shopping

Recorded live at Google Marketing Live 2026, Phillip sits down with Nick Fox, SVP of Knowledge & Information at Google — the executive overseeing Search, Ads, Commerce, and geographic mapping products. Building on the prior day's I/O announcements, Fox unpacks how Gemini is reshaping Google's consumer and advertising products, why the Universal Cart strikes a balance between human taste and agentic convenience, and how two-plus decades at Google inform his view of building technology that shapes the lives of billions. ENABLING PEOPLE TO BE PEOPLE KEY TAKEAWAYS: * Gemini 3.5 is the foundation supercharging Search, Ads, and Commerce across Google. * The Universal Cart keeps humans choosing while agents handle the drudgery. * UCP adoption has accelerated faster than expected across the industry. * Conversational search has shifted user behavior toward natural, multi-word queries. * "I think there are people that think everything's gonna be about agents talking to agents. I don't subscribe to that view." — Nick Fox * "I am the person putting things in the cart. But then the cart is helping us agentively at the same time." — Nick Fox * "We're building products that billions of people across the world are using. That's a responsibility we take seriously." — Nick Fox IN-SHOW MENTIONS: * Google Marketing Live 2026 and Google I/O 2026 * Universal Cart & Universal Commerce Protocol (UCP) [https://blog.google/products-and-platforms/products/shopping/shopping-updates-google-marketing-live/] MORE FROM FUTURE COMMERCE: * LIVE @ Google I/O: Universal Cart, Agentic Payments, and the Protocols Powering the Agent-Mediated Economy [http://www.futurecommerce.com/podcasts/live-google-i-o-universal-cart-agentic-payments-and-the-protocols-powering-the-agent-mediated-economy] * Google Solidifies Its Place in the AI Race [https://www.futurecommerce.com/posts/google-solidifies-its-place-in-the-ai-race] * [Member Brief] Agentic Commerce and the eCommerce Site's New Existential Crisis [https://www.futurecommerce.com/posts/member-brief-agentic-commerce-and-the-ecommerce-sites-new-existential-crisis] ASSOCIATED LINKS: * Check out Future Commerce on YouTube [https://www.youtube.com/c/FutureCommercePodcast] * Check out Future Commerce Plus [https://www.futurecommerce.com/plus] for exclusive content and save on merch and print * Subscribe [https://www.futurecommerce.com/subscribe] to Insiders and The Senses to read more about what we are witnessing in the commerce world * Listen to our other episodes of Future Commerce [https://www.futurecommerce.com/] Have any questions or comments about the show? Let us know on futurecommerce.com [https://www.futurecommerce.com/], or reach out to us on Twitter [https://twitter.com/futurecommerce], Facebook [https://www.facebook.com/futurecommercepodcast/?ref=br_rs], Instagram [https://www.instagram.com/futurecommerce/], or LinkedIn [https://www.linkedin.com/company/futurecommercepodcast/]. We love hearing from our listeners! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com [https://pcm.adswizz.com] for information about our collection and use of personal data for advertising.

LIVE @ Google I/O: Universal Cart, Agentic Payments, and the Protocols Powering the Agent-Mediated Economy

At Google I/O 2026, Phillip sits down with Suresh Ganapathy, Senior Director of Product Management for Consumer Shopping at Google, to unpack the day's announcements: Universal Commerce Protocol's expansion into new verticals, agentic payments arriving in Gemini Spark, and the debut of Universal Cart. We trace what these foundational pieces mean for how a billion daily shoppers, and the merchants serving them, will operate in an agent-mediated economy. ENTER THE DELEGATION ERA KEY TAKEAWAYS: * Universal Cart maintains shopper state across Search, Gemini, YouTube, and Gmail. * The cart works on your behalf: tracking prices, flagging restocks, and catching product incompatibilities. * Agent Payments Protocol’s (AP2) tamper-proof contracts make agent purchases verifiable and accountable to shopper intent. * Merchants remain seller of record, preserving customer relationships inside agentic flows. * Gemini Spark becomes Google's first consumer agent with purchasing authority this fall. KEY QUOTES: "We're laying the foundational building blocks of agentic commerce." — Suresh Ganapathi "People come to shop at Google over a billion times a day, and we want to make sure that we're delivering the best experience to them when they do." — Suresh Ganapathi "We want to make it really simple for shoppers to enjoy the fun parts of shopping and then delegate some of these more tedious aspects to agents." — Suresh Ganapathi "Spark is the agent. AP2 is the payments protocol. Universal Cart is the ability for consumers to have less friction." — Phillip FURTHER READING: * More on Google’s AI play: Insiders: Google Solidifies Its Place in the AI Race [https://www.futurecommerce.com/posts/google-solidifies-its-place-in-the-ai-race] * More on agent-mediated commerce: Member Brief: Agentic Commerce and the eCommerce Site’s New Existential Crisis [https://www.futurecommerce.com/posts/member-brief-agentic-commerce-and-the-ecommerce-sites-new-existential-crisis] * Our 2026 Predictions: The Age of Autonomy [https://www.futurecommerce.com/podcasts/predictions-2026-prepare-for-the-age-of-autonomy] * Learn more about Google I/O [https://io.google/2026/] * Google’s Universal Cart Announcement [https://blog.google/products-and-platforms/products/shopping/google-shopping-cart/] OUR LINKS: * Check out Future Commerce on YouTube [https://www.youtube.com/c/FutureCommercePodcast] * Check out Future Commerce Plus [https://www.futurecommerce.com/plus] for exclusive content and save on merch and print * Subscribe [https://www.futurecommerce.com/subscribe] to Insiders and The Senses to read more about what we are witnessing in the commerce world * Listen to our other episodes of Future Commerce [https://www.futurecommerce.com/] Have any questions or comments about the show? Let us know on futurecommerce.com [https://www.futurecommerce.com/], or reach out to us on Twitter [https://twitter.com/futurecommerce], Facebook [https://www.facebook.com/futurecommercepodcast/?ref=br_rs], Instagram [https://www.instagram.com/futurecommerce/], or LinkedIn [https://www.linkedin.com/company/futurecommercepodcast/]. We love hearing from our listeners! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com [https://pcm.adswizz.com] for information about our collection and use of personal data for advertising.

AP x Swatch x Mass Brand Psychosis

The Swatch x AP "Royal Pop" arrived after a week of generative AI fan renders, watch-Twitter speculation, and a 24-hour emotional rollercoaster from disappointment to "actually, this might be iconic." Phillip and Brian sit down with Michael Miraflor to unpack the speedrun spectacle, the high/low collab playbook, and why the purchase is just the tip of consumer participation. THE ROYAL POP HEARD 'ROUND THE INTERNET KEY TAKEAWAYS: * AP x Swatch’s collab sparked a flood of fan-prompted, generative AI images of anticipated designs  * The participatory economy now renders the product before the product exists * “This is kind of a match made in heaven, which is why I think this is something that will sell out for a long time.” – Brian Lange * “I wonder if people react differently based on everyone else’s reactions” – Michael Miraflor * “Purchase of the product is kind of a cap on the experience.” – Michael Miraflor IN-SHOW MENTIONS: * Read our 2025 Field Notes on Swatch [https://www.futurecommerce.com/field-notes/swatch] – available to Future Commerce Plus members * AP x Swatch design reveal [https://x.com/Swatch/status/2054258629314826508?s=20] * Follow Michael Miraflor on X [https://x.com/michaelmiraflor?lang=en] ASSOCIATED LINKS: * Check out Future Commerce on YouTube [https://www.youtube.com/c/FutureCommercePodcast] * Check out Future Commerce Plus [https://www.futurecommerce.com/plus] for exclusive content and save on merch and print * Subscribe [https://www.futurecommerce.com/subscribe] to Insiders and The Senses to read more about what we are witnessing in the commerce world * Listen to our other episodes of Future Commerce [https://www.futurecommerce.com/] Have any questions or comments about the show? Let us know on futurecommerce.com [https://www.futurecommerce.com/], or reach out to us on Twitter [https://twitter.com/futurecommerce], Facebook [https://www.facebook.com/futurecommercepodcast/?ref=br_rs], Instagram [https://www.instagram.com/futurecommerce/], or LinkedIn [https://www.linkedin.com/company/futurecommercepodcast/]. We love hearing from our listeners! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com [https://pcm.adswizz.com] for information about our collection and use of personal data for advertising.

The Internet’s Aperture Is Shrinking

Matt Maher, founder of M7 Innovations and the thirty-fifth member of the MIT Media Lab Consortium, joins Phillip and Brian to interrogate what really happens when enterprises leap from "zero to one" to "one to a hundred" with AI. The conversation moves from the productivity paradox (studies showing AI can add 20% to completion time even as users swear it saves them work) to the human hand-off in commerce, the limits of agentic shopping, and the shrinking aperture of the internet. The big takeaway is that 2026 is the year of assessment, not aspiration. PALEOLITHIC BRAINS; MEDIEVAL INFRASTRUCTURE; GODLIKE TECHNOLOGY KEY TAKEAWAYS * AI has created a productivity paradox. Although it may feel like a magical solution that unlocks productivity and throughput, it often lengthens time to completion.  * Cognitive atrophy is real and happening faster than we realize.  * Net-new ideas still need human intuition. AI learns from and mimics existing experiences and content.  * The human-AI handoff should be designed for where the agent stops and identity begins, mapped across three tiers: low-emotion, middle-emotion, and high-emotion products and content. * Fix your site for LLM crawlers now. Agentic checkout can wait. KEY QUOTES [00:06:30] "We did not have a digital information superhighway… that was zero to one. And now we are in that one to 100 moment… we snap our fingers, and we're at parity with all these capabilities." — Matt Maher [00:17:30] "It objectively takes more time. Our dopamine receptors are feeling good when we're that productive. So we'll happily take 20% more time and claim we didn't." — Matt Maher [00:23:30] "AI could literally never have created [the elevator screen] because it did not exist in the world before. It is a reduction to the mean." — Matt Maher [00:51:30] "The aperture of the internet continues to shrink, and everything becomes more personalized for each of us. If you are not in that aperture of what people see, you don't exist anymore." — Matt Maher IN-SHOW MENTIONS * M7 Innovations [https://m7innovations.co] * The METR study [https://metr.org/blog/2025-07-10-early-2025-ai-experienced-os-dev-study/] (late 2025) on AI developer time savings * E.O. Wilson’s The Origins of Creativity [https://eowilsonfoundation.org/eow/the-origins-of-creativity/] * Norbert Wiener, The Human Use of Human Beings [https://www.amazon.com/Human-Use-Beings-Cybernetics-Society/dp/0306803208] * Amazon v. Perplexity lawsuit [https://mena-fintech.org/news/amazon-secures-court-order-against-perplexity-ai-shopping-agent/] ASSOCIATED LINKS * What AI and Watchmaking Have in Common [https://www.futurecommerce.com/posts/insiders-202-from-plastic-to-patek-what-ai-and-watchmaking-have-in-common] * The Death of Slop and the End of Time [https://www.futurecommerce.com/posts/time-after-time-how-simultaneity-killed-the-future] * Get STRATA by Future Commerce [https://www.futurecommerce.com/strata] * Check out Future Commerce on YouTube [https://www.youtube.com/c/FutureCommercePodcast] * Check out Future Commerce+ [https://www.futurecommerce.com/plus] for exclusive content and save on merch and print * Subscribe [https://www.futurecommerce.com/subscribe] to Insiders and The Senses to read more about what we're witnessing in the commerce world * Listen to our other episodes of Future Commerce [https://www.futurecommerce.com/] Have any questions or comments about the show? Let us know on futurecommerce.com [https://www.futurecommerce.com/], or reach out to us on Twitter [https://twitter.com/futurecommerce], Facebook [https://www.facebook.com/futurecommercepodcast/?ref=br_rs], Instagram [https://www.instagram.com/futurecommerce/], or LinkedIn [https://www.linkedin.com/company/futurecommercepodcast/]. We love hearing from our listeners! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com [https://pcm.adswizz.com] for information about our collection and use of personal data for advertising.