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Google's AI-powered Universal Cart threatens to pull discovery and checkout away from marketplaces
Unveiled at I/O, Google's Universal Cart stitches persistent shopping across Search, Gemini, YouTube and Gmail. Indian D2C founders and analysts warn the commerce layer could reroute product discovery and transactions away from Amazon and Flipkart, reshaping how brands acquire and convert online shoppers.
The Hindu BusinessLine · 5/20/2026, 4:57:35 PM