Google officially announced their new feature today at the IO Conference: Universal Shopping Cart. As long as you add products to the cart, AI will automatically match products and other details across the entire web, evaluating the best platform for purchase based on price and other information.

my two cents：
1. Google's role has shifted from information aggregation to transaction matchmaking. Even if AI remains loyal in this process, it will definitely increase Google's bargaining power within the ecosystem.
2. Apple Pay and Google Pay actually need to share revenue with card issuers during transactions, which also means that increasing the online shopping share of Google Pay will force more cards to support Google Pay, and possibly require higher partnership fees.
3. In the next five years, there will definitely be a day when Google Pay wallet natively supports stablecoins. Any startup building a consumer wallet needs to move quickly within this time window, just like what Google is doing in AI. Large companies rely on their scenarios, stickiness, and user base, giving them a late-mover advantage.
4. The importance of Google's Agent-to-Agent protocol will rise significantly. Moving forward, whether to adapt to A2A is no longer a choice—just like asking any independent e-commerce site whether they need to plan for SEO or GEO. In the next two years, more companies will emerge focusing on one thing: helping merchants support A2A, enabling rapid growth.
Finally, we are cooking something new at @allscaleio now.