NVIDIA AI Podcast From Warehouses to Robot Shoppers: Jason Goldberg Talks Retail’s AI Makeover - Ep. 286
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Jan 21, 2026 Jason Goldberg, known as 'Retail Geek', is the Chief Commerce Strategy Officer at Publicis Group and a seasoned expert in retail technology. He explores how AI is transforming retail by optimizing operations from supply chains to personalized shopping experiences. Goldberg discusses the rise of AI agents improving product discovery, the acceleration of AI deployments due to advancements in technology, and the potential disintermediation of retailers. He also highlights organizational hurdles in adopting AI and predicts a future where agents revolutionize retail transactions.
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Two Branches Of AI Impact
- AI creates two main impacts in retail: optimization of existing processes and changing the consumer's path to purchase.
- Optimization (supply chain, labor, conversion) has delivered most financial impact so far.
Rufus And Sparky Holiday Trial
- Amazon's Rufus and Walmart's Sparky acted as on-site AI agents this holiday to answer shopper questions and recommend products.
- Early users of these agents showed about 3x higher conversion versus traditional on-site search.
Be A Fast Follower, Not A Monolith
- Expect rapid evolution and avoid assuming a single vendor will dominate for long.
- Build nimble systems and pilot AI when it reaches reliable maturity, then scale quickly.
