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.

Google unveiled Universal Cart at I/O, an AI shopping layer across Search, Gemini, YouTube and Gmail that could bypass Amazon and Flipkart.

The Hindu BusinessLine · 5/20/2026, 4:57:35 PM · Ask about this →

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