Brew Markets Petco Woos Pet Parents and The Irony: AI Threat Saves Google’s Chrome
Sep 3, 2025
The discussion kicks off with Google's legal win concerning Chrome, highlighting the impact of generative AI on competition. It then dives into the booming pet industry, showing how pet parents are treating their furry friends like family, leading to increased spending. Petco’s pivot towards in-store experiences and affordable options aims to attract customers. Finally, the emergence of new stock exchanges in Texas is explored, showcasing the state's growing influence in the financial sector.
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GenAI Shift Saved Chrome
- The DOJ allowed Google to keep Chrome largely because generative AI changed how people search and threatened Google's dominance.
- The ruling says GenAI chatbots may divert search traffic, reducing the damage from keeping Chrome intact.
Chrome's Massive Reach
- Ann notes Chrome has over 3 billion users and funnels people into Gmail and Google Docs.
- She mentions estimates valuing Chrome as high as nearly $200 billion of Alphabet's worth.
Make Stores Emotional Destinations
- Retailers should create emotional, in-store experiences to attract customers back.
- Petco is testing events, tastings, and vet services to make stores destinations for pet parents.