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Google is launching its AI Mode shopping experience to transform online shopping, offering listings from over 50 billion products sold by retailers and small local shops worldwide. Google announced the new AI Mode shopping experience at its 2025 Google I/O developer conference in California. At the main event, Google introduced a range of new shopping features that rely on artificial intelligence and include checkout help, try-on options and a visual panel. The event announcement made it clear that this tool now turns Google into a shopping companion, covering the process from looking for goods to buying them all on its search site.
Google AI mode shopping is a game-changer for online shopping
By using AI Mode, customers have access to a wide selection, can review different products, compare their costs, see colour samples and immediately view if they are in stock, all on the same page. In addition, users can now use virtual try-on to preview items and buy them smoothly with the help of the agentic system. With Google’s AI Mode, users remain in Google for their shopping needs, can make impulse purchases through search results and receive recommendations chosen based on their past searches.
Google AI mode shopping: Disrupting the retail tech landscape
This decision will likely unsettle SaaS services built for retailers in storefronts, product comparison, checkout and AR/VR shopping. The fact that Google offers many of these features now may put third-party solutions in a difficult position. According to LinkedIn user RohanMalik, “this marks a huge change. The introduction of Google’s AI Mode could make a lot of the retail SaaS tools unnecessary almost overnight”. On X (the new name for Twitter), @RetailTechGuru added, “If you were helping D2C brands appear on search results, Google can do this better, quicker and for larger audiences.”
The broader tech and e-commerce communities are already weighing in. On Quora, user Priya S. wrote, “This could be the end for smaller comparison tools. Google’s reach and data are unmatched.” Meanwhile, a Reddit user in r/ecommerce remarked, “It’s both exciting and scary. Great for shoppers, but what happens to all the SaaS companies that built their business on filling these gaps?”
What it means for vertical SaaS vendors
Now, vertical SaaS businesses building online stores, comparing products, creating checkout systems and offering AR/VR options for shopping have to compete with Google. With AI Mode, users can try on products, compare prices, use chat to check out and receive recommendations all from the Google search bar. Because of this, the services many SaaS startups depend on may be more affordable from outside companies and less necessary for retailers and brands to use.
Many social discovery platforms, like Instagram and Pinterest, help users by showcasing new products from stories by influencers, by aggregating items shared by their communities and by suggesting items to buy through a user’s feed. If you use AI Mode on Google, it could broaden your product choices and recommend what’s right for you which might make you pay less attention to Amazon and eBay.
Google AI mode shopping: What’s next?
Though the AI Mode shopping experience is debuting only in the US, Google is working on making it available across the globe. The company stresses that the sellers decide the pricing for their products. Because Google keeps innovating, the changes we see to retail and online shopping will continue to grow. Because people can now make quick purchases and find suggestions from Google Search, social networks that help with shopping may see less use and possibly less traffic.