Tops.

Our best approximation thus far of behavior, intent and usage across the Web has been cookies. Now, when we keep a chat ongoing with an AI bot, we give them an incredible, rich sense of who we are, what we are about etc. so much better than cookies can. Seems like whomever figures out how to optimize themselves for this new reality will be very important. Important consequences for Search and (re)targeting as well. First gen feature is destined to be interstitial e-commerce prompts from the AI to the user. Enabled entirely by bots behind the scene, no need for a browser or clunky payment flows. Likely drives non trivial CTRs.