Why Walmart's quick success in generative AI search should have Google worried

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Why Walmart's quick success in generative AI search should have Google worried
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Walmart is talking up its ability to layer generative AI into search within its website for more customized shopping. Should Google be worried?

Walmart CEO Doug McMillon has talked up the retail company's generative AI search capabilities, one more threat to Alphabet's internet dominance.

Walmart is talking up its ability to use generative AI as a one-stop shop to search when you need to plan an event, rather than online destination to search for individual items. During a call with analysts after its"The thing we're most excited about that's already happened is the way search has improved, and the way generative AI helped us really improve a solution-oriented search experience for customers and members," McMillon said on the earnings call.

"You get in the habit of using Google because you use it for everything," Kodali said. "You use it for everything else , and everything else is like 90 percent of the searches you do. So, unless Amazon and Walmart are going to get into the business of the other 90 percent of the searches, it's not going to happen."

Instead of researching what to buy on a search engine like Google and then heading to a retailers' website for those items, retailers' generative AI can find specific answers, narrowing it down to a few choices and saving people time, while allowing companies to own the experience and build direct loyalty, rather than having to show up on the top of search results.

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