In short
How AI is reshaping Google search and retail discovery, and what marketers should do now—especially around flexible budgets, “data strength,” product feed quality, and YouTube/creator shopping.
Guest
Sophie Neary, Google (returning guest). Background includes running Boots.com (retail P&L and performance marketing) before joining Google; now advises marketers on search and commerce strategy.
Key claims
Search growth continues despite AI fears; marketers should stop thinking in keywords and instead show up for longer, conversational queries. Competitive advantage comes from first-party data “data strength” (via Google Tag Gateway) and strong product “feed health” (structured product info, sale badges, ratings). Google’s AI surfaces can be planned for by optimizing Google and then extending to other LLMs; YouTube is positioned as the next “shopping” layer.
Notable examples
Thought Park itinerary built by voice search; “fake Friday” in the UK; hydrangea dress matched via Google Lens to a small Belfast Bowtie Company; YouTube shopping via creator unboxings and shoppable surfaces; Google Health coach/jet-lag guidance using Gemini.
Written by AI. May contain mistakes. Listen to the episode to check what was said.
Chapters
Tap a time to open that second in VOWelcoming Sophie Neary Back
0:40 to 1:52
The host welcomes Sophie Neary back to discuss changes in search marketing.
“Ladies and gentlemen, welcome back to Uncensored CMO.”
Sophie's Journey at Google
1:54 to 3:50
Sophie shares her insights and experiences since joining Google.
“I'd love to know what's happened in the last couple of years and particularly maybe what have you learned on your journey in the last couple of years?”
Rethinking Search Budgets
4:02 to 5:40
Sophie discusses flexible search budgets and how to avoid missing out on market share.
“I would definitely think quite differently about how we used our search budget.”
The Evolving Role of CMOs
5:42 to 7:20
Sophie analyzes the challenges faced by modern CMOs in today's marketing landscape.
“So I guess you're a marketer turned, I don't know, seller of two marketers, aren't you?”
AI and Consumer Behavior Insights
7:22 to 11:04
Sophie shares how AI has changed search behavior, highlighting voice and image search.
“Being creative and deeply, deeply analytical tend not to exist in the same human being.”
Navigating AI in Marketing Strategy
11:07 to 14:01
Discussion on how brands can stay relevant in AI-powered search landscapes.
“The most important thing to do is to understand that search is no longer about keywords.”
Understanding Data Strength for Competitive Advantage
14:01 to 15:32
Learn about the importance of data strength in leveraging Google AI for business success.
“So data strength is incredibly important.”
The Role of Feed Health in E-commerce
15:33 to 17:02
Discover how structured product information boosts conversion rates and sales.
“Doesn't sound sexy, but trust me, it's very sexy because nothing is sexier than selling more products during the golden quarter.”
Leveraging YouTube for Brand Visibility
17:03 to 18:59
Explore how YouTube's features enhance brand visibility and recommendation systems.
“And my final point on that, which is actually very sexy, is YouTube.”
Collaborating with Creators for Brand Promotion
19:00 to 21:37
Learn effective strategies for brands to collaborate with creators for marketing.
“You need to understand where the data is coming from and who's recommending you.”
Show all 20 chapters
Innovations in Shopping through YouTube and AI
21:38 to 23:24
Understand the intersection of AI and YouTube in transforming online shopping experiences.
“You can shop on connected TV, a billion conversions on connected TV in the last year, two billion shorts every single day, which is about the same as Instagram Reels.”
Innovations in Shopping through YouTube and AI
23:31 to 24:44
Understand the intersection of AI and YouTube in transforming online shopping experiences.
“So for my day after Thought Park, for example, it said, you know, well done, Sophie, you did the 18 ,000 steps.”
Preparing for the Golden Quarter in Retail
25:52 to 28:00
Gain insights on optimizing strategies for retail during critical sales periods.
“So I think when this goes out, we'll be entering the critical sales period.”
The Impact of Black Friday Timing on Retail
28:00 to 29:20
Learn how the timing of Black Friday affects retailer sales and strategies.
“for that weekend and then they double down and go big um the weekend after as well so things i think that are interesting for this year is black friday is still later in november but it's earlier than last year.”
The Future of Agentic AI in Retail
29:20 to 34:08
Discover the emerging trends of agentic AI and its potential in personalized shopping.
“Definitely have your flexible budgets, have real confidence in that.”
The Role of AI in Enhancing Retail Experiences
34:08 to 39:08
Explore how AI can revolutionize retail experiences and enhance customer engagement.
“And she's as well known in Google now as I am, if you like.”
Human Skills in an AI-Driven Market
39:08 to 42:00
Understand the irreplaceable human skills that will remain vital in marketing despite AI advancements.
“I mean, you're obviously very compelling about where we can use AI.”
Finding the Perfect Tie with Google Lens
42:00 to 43:34
Learn how Google Lens can enhance your shopping experience and find unique items.
“because your brilliant basics are in a much stronger point.”
Building a Personal Brand at Google
43:34 to 46:37
Discover the importance of authenticity in personal branding and leadership.
“Well, sticking on the personal theme as well for a minute.”
The Value of Taking Risks and Learning
46:37 to 48:31
Understand the significance of taking action despite fear and learning from failures.
“You'll be quicker doing that than you will trying to wait until the perfect moment.”
Transcript
Automatic transcript. May contain errors.0:00Hey everyone, now if you want to know the secret to more impactful creator ads, then this is good news. Stop obsessing over engagement rates and start pulling the three levers that really make a difference to your brand. Now what are they? They are creative quality, creator fame and brand fit. And they're revealed in a brand new report from WPP Media, System 1 and TikTok called the Creator Effectiveness Playbook. This is your guide to making fantastic creator advertising that works for your brand. Now, to get a hold of it, all you have to do is go over to systemonegroup.com and download the report today.
0:38All right, without further ado, let's go on with the show. Ladies and gentlemen, welcome back to Uncensored CMO. This episode is an advertisement feature brought to you by Google. Today, I'm joined by a returning guest, none other than the fabulous Sophie Neary from Google. Now, as many of you know, search has changed more dramatically in the past year than it has in the past 20, with AI search taking over how many people are discovering new products. So today I'm joined by Sophie to talk about what that means for marketing, what Google are doing about it, and how you can take advantage of all those changes.
1:11Sophie is, as always, absolutely fabulous and full of great insight. You'll enjoy this one. So without further ado, let's get into it.
1:25Sophie, it's great to have you back on the show. What a pleasure it is to be here. Two and a half years later, I think. Yes, I know. Time's flown, I have to say. But in honour of you, anyone listening won't realise, anyone watching, I've changed my T-shirt just for you. There we go. We love that. So anyone who knows Sophie will know you love pink. I do. So for one day only, the black T-shirt's become pink. And I've almost let my side down, but you can't see about actually down the side of my jeans I have a pink stripe. You do. You do. There we go. So very on brand. So when you spoke to me last time, I think you just joined Google.
1:57I'd love to know what's happened in the last couple of years and particularly maybe what have you learned on your journey in the last couple of years? Oh, blimey. It's almost like what hasn't happened in the last two and a half years, isn't it? It's been the most incredible, incredible learning journey. There's that great phase, change has never happened so fast, we'll never be this slow again. I don't think that's ever been more true than now. And when I joined, all of the headlines were AI is going to be the Google search killer. there was this Gartner report that came out that said large language models will mean that Google Search will decline by 25 % in 2026.
2:38And what I really love was that at the end of 2026, Sundar, our CEO, came out and said, we've just had the biggest quarter ever of people using Google Search. So it didn't decline, it got bigger and better, and people use it even more. Because guess what? As our friend Mark Ritson would say, the most important piece of product, when you make the product, Google search, when you make things easier to find and buy and discover and answer questions, people use it more. And it's just been the most incredible journey from when I joined, search was very much words in a box. And now, well, I think you heard me when I came in today, I don't even type into the Google box anymore.
3:20I just speak and Google answers my searches for me. This is true. So for the listeners, Sophie walked into the studio literally dictating some quite detailed instructions about a rental as well, weren't you, as you're walking in and it produced an email for you, sent it to the right people and off you go. Yeah. Very impressive. A great time saver. Yes. I need to learn from this, by the way. This sounds amazing. Given what you know now, right, if you put your hat back on, so you used to be, for example, running marketing at Boots, didn't you, before? Yeah, boots.com. What have you learned now? You've been at Google, you've got the inside track on an amazing technology and amazing company doing great things.
3:55What do you know now that you wish you knew then in terms of you put your marketing hats back on and where you were? I would definitely think quite differently about how we used our search budget. So when I was at Boots, I ran all of Boots.com, I owned the P &L and I did all of performance marketing. I didn't do the brand side. And we had a fixed budget for Google search. And that meant that at some point in every day, we sort of ran out of money. And today's equivalent of that would be, let's say you have a shop on Oxford Street, and at four o 'clock, you close the door because you've spent your fixed budget for that day or that week.
4:36And it's even more pronounced in retail because online, pretty much every retailer's busiest day as a Sunday. So of course, people stop working on a Friday, they put their budget in the Google system, they go away, have a nice weekend, they come back to work on Monday. And unintentionally, they could have run out of money at seven o 'clock on a Sunday morning, which was actually the biggest trading day of the week. What this means is instead of inadvertently closing your shop, because that click never goes unsold, just someone else moves into your premises on Oxford Street, opens their doors and starts taking all those customers who are queuing up to buy from you.
5:11So by having what we call flexible budgets and setting your target, you have to trust the algorithm, but there's loads of tests that you can do and we do know what we're doing in this space. So the conversation with the boards that I tend to have isn't about can you have more budget for marketing, it's can you afford to miss category market share at your target ROI? And I've yet to meet a CEO who says, yeah, I'm really happy to do that. That's a very good way to put it. Yeah. Who doesn't want to grow their market share. Now, in your job now, you advise lots of marketers. So I guess you're a marketer turned, I don't know, seller of two marketers, aren't you?
5:48Yes, coach turned gay keifer or the other way around. So what would be, if you had to challenge one assumption that you think marketers hold in the conversations you have, what would it be? I think there's an interesting conversation around the fixed budgets. And if I was to be a critical friend rather than a friendly critic, I think a lot of us for a long time, and I did it myself when I was working in retail, is you add a lot of value to the size of the budget that you manage and where you then decide to put and place that budget. But if we go back to the conversation we just had about flexible budgets and search, actually, you have to hand that control back over to the CFO because it really then becomes a cost of goods line in your cogs, right?
6:35It's just a variable cost. and so sort of getting over that and navigating through the ego side of actually to do the best thing for my brand and for my shop and for our market share I'm actually going to have to relinquish relinquish some of that control and people are people and we all have egos and that's sometimes quite a difficult conversation to have and I think the other thing which having grown up in a world where you always look to the most senior person thinking they had to have all the answers. I actually think a CMO's job now is the hardest one in the world because you have to be a master of all trades.
7:15You just cannot be a jack of all trades and a master of one. You just can't. But it's impossible. And so you cannot, you have to surround yourself with deep, deep experts in all of these different areas, whether it's measurement, whether it's creators, whether it's brand building, whether it's performance, because no one person can possibly be an expert in all those different areas because it requires so many different skills, right? Being creative and deeply, deeply analytical tend not to exist in the same human being. So we've got to move away from the hippo, you know, the highest paid person's opinion into really making sure that you have a diversity of strength and strengthen the diversity of the people in your team.
7:57And you've got to have a bench like it's a team game now and it can't just be a top of the tree person saying I just don't like the color in that advert I love your hippo example so I suppose the it's a bit like it's not about who's got the best answers who's going to ask the best questions yes it's probably the other way I think about and I see that by a lot of really good CMOs is that their skills is in enabling others to share their expertise yeah rather than as you say be the sort of one that supposedly knows all the answers. Yeah. Yeah. Love that. Very good. Well, obviously, I say obviously, but I regularly consult Google, obviously, when I'm preparing for this podcast.
8:35And of course, I had to ask what questions I should put to you. Oh my God, now I'm nervous. It's fun, isn't it? I know. There's a few of these in here, so we'll have fun with this. But the first question actually was lovely because it reminded me of something I asked you last time. So the question that came back was, Google sits on a goldmine of data. What's the one consumer behavior pattern that AI has surfaced that may surprise you? I think the changes in search that we've seen, so last year when really we used AI to completely reinvent how we search, right? So no longer words in a box, but we have one in six searches are now either voice or image.
9:13There are 25 billion Google lens, so image searches every single month and one in five of those has commercial intent. So that's someone looking to buy something. as you said I speak to search now I don't even type in the box anymore and those longer queries they're much more like natural language so you start to have a conversation with Google search in a way that you just couldn't when you were typing words in a box and when you start to have those conversational queries with search and you sort of play backwards and forwards with it and you don't have to go back and start a new search again when you want to build on a query it it's the whole scope of what you can help find and information or products or whatever you might be looking for.
9:56I'll give you a really good example. With the family, we went to Thought Park the other weekend. I haven't been to Thought Park. I've got two steps into a 12 and 10. One did not want to go upside down. One wanted to go upside down in every single ride. It's also not a cheap day out. And I was worried about queues because we were going over the weekend. And I said to search, help me understand what's going to be the best ride to do first. if someone wants to go upside down and someone wants to stay with their feet on the ground how do we like divide and conquer with me going on one ride and and their dad going on another and it was amazing and it actually came back with a whole plan like the whole day mapped out when you go into the when you go into the park everyone turns right don't turn right go left do these two rides first and then Archie who's the 10 year old he can decide how brave he wants to be and then I was asking it about well what about the queue jumping tickets which again aren't cheap and it gave me really good hacks around doing that and I had this whole like how to hack thought park all done in one day and I did it all by speaking without typing a single word and that's just incredible to me and it saved us money and it saved us time and we had a great day out yeah part of it I think is just people discovering what's possible yes just even having the thoughts to that i mean um last year producer night producer james and i did a stage of the tour de france he's a little humble brag here wow that's impressive but i remember um james and i kind of trained together you know we were at similar fitness levels at that point no longer now um anyway um we were we were we were both really suffering on the first climb i mean really suffering heart rate was going wild and anyway he's straight on going um literally asking like so uh this is my heart rate this is the what's we're doing we're on the attack we're doing this course what's going wrong and then we got the answer straight back well you're dehydrated you didn't sleep well last night it's a big it's a big yeah yeah the whole thing he just literally said this is what you should be expecting give it an hour report back in an hour and tell us whatever it's like wow we've got like a personal coach while we're actually on on a on a ride amazing yeah so sticking on this theme i think um the question that most people will have or most marketers are going to have is given AI is changing how we search, how do brand marketers ensure their brand turns up when people are doing the kind of searches that we're talking about?
12:18The most important thing to do is to understand that search is no longer about keywords. So we always used to think, back to the pink t-shirt example, that if you're selling pink t-shirts, You want to own every keyword about pink T-shirts. And that just isn't true anymore because as such has moved into its intelligence age, if you like, and it's only going to get cleverer. What you want to make sure that you're doing is now people are asking these longer questions, which isn't I want to buy a pink T-shirt. It's I'm going away for the weekend. I want to be able to do X, Y and Z. said, because AI has made such easier to ask questions, we've also used the same AI to make it easier for brands and advertisers and retailers to show up at the right time in the customer journey when they are asking those questions.
13:11So the slightly glib, but very, very straightforward and truthful answer is you have to adopt Google's AI powered solutions, because otherwise you will be missing out now on potentially billions, if not trillions of queries that in the old fashioned world of doing search, which is the world that I grew up in, by the way, just would mean that you're not even showing up for a huge amount of the opportunity that exists out there. And then to get really boring and really unsexy for two minutes, but bear with me, because it's really important that everyone listening to this understands it. You know, when I was at Boots, if someone from Google had come to me and talked to me about feed health or data strength, I'd have said probably in a bit of a hippo way.
13:56Oh, that's, you know, that's nothing to do with me. Just go and talk to my team about that. It really, really doesn't matter. But actually, it really, really does matter. So data strength is incredibly important. And the most simple way that I like to explain it is Google AI will work for everyone. Everyone gets to use Google search. everyone gets access to Google's advertising capabilities. There's no, you can't pay to get a special bit that no one else has, right? It's ubiquitous. And that's its strength. That's why it works brilliantly well for small companies and, you know, huge, huge multinationals, which is amazing.
14:29So what is your competitive differentiator? Your competitive differentiator is your data. So you have to have what we call good data strength. And we have a capability called Google Tag Gateway, which enables you in an obviously very secure and safe way to power the Google engine with your first party data. And that gives you a competitive advantage. And I would say in the UK, we're not good enough at doing that yet. So even though I have these conversations all the time, it's because it's not sexy and it's not exciting and it's not the new buzzwords like agentic or visual search or voice search.
15:05It gets sort of forgotten about, but you can't build for the future on sand. You've got to have really strong foundations. So data strength is really important. So anyone listening to this, go and ask your team, what is our Google data strength score? And for retailers, by October the 1st, you want it to be 80, right? Otherwise, everyone else who's 80 and above, they're going to be eating your lunch over the golden quarter, over Q4. So that's data strength. Doesn't sound sexy, but trust me, it's very sexy because nothing is sexier than selling more products during the golden quarter. And then the second thing that's really important is what we call feed health, which also sounds very like, what on earth is that?
15:47But basically, you feed Google with structured information about your products and it'll be pictures about the products. And everyone has done that forevermore. It's like it's the thing that powers all of Google Shopping. But what's really, really important is not only does it help you improve your conversion rate on your shopping ads today. So if you have a product that's on sale in your feed, if you have it saying the products on sale, then you get a little box on the top left of your Google shopping advert. Well, they get a 7 % conversion uplift compared to a product that may be on sale, but that doesn't have that little badge.
16:26And the same for what we call social proofing. So if you have at the bottom of the advert, you know, your four star or five star rating, that includes the click through rate of 5%. So there are ways now that are, again, just brilliant basics that if you're not doing those things, you're also putting yourself at a competitive disadvantage. That also leads to more sexy sales, which is great. But then what's really exciting is it also powers this amazing sexy agentic future because the LLMs will also pull the data from your Google feed. And so if you want to be showing up in any LLM, not just Gemini, these are the foundations of making sure that you show up in a world where people are starting to discover in new and different ways.
17:16And my final point on that, which is actually very sexy, is YouTube. So it's really important to remember that large language models on YouTube, they can watch the videos, they read the descriptions of the videos, but they understand how many likes it's got. They understand the comments and they understand the sentimentality in the comments. So whether it's your own brand organic channel on YouTube or whether it's creator content that you've done in partnership with you or whether it's a creator that's just rocking up every day. And we were talking about James's love of watches and having his own channel on YouTube all about his love of bizarre, very nice looking watches.
17:59you know serendipitously your brand could be talked about in a really really positive way and that because it's on YouTube will be also picked up and will feed into these huge new recommendation engines so it's really really important to sound really boring obviously YouTube's really fun but but they all three of them have never been more important I met Andrew Warden who's the CMO at SEMrush yes and they did a big brand visibility study it was really iteming you need to know like where your brand is showing up which llms are kind of feeding it and what they're saying about you and it was fascinating because they ranked different categories which brands were you know standing out and which ones weren't and you realize i mean the one that stuck in my head was patagonia in fashion the number one recommended fashion brand by the llms and it was because they had such consistent brand stories content creative partnerships or whatever yeah over many many years that they had all this sort of like training data that the LLM could pick up on.
18:57So I think it's also, you need to understand that, don't you? You need to understand where the data is coming from and who's recommending you. Absolutely. And I would also say, solve for Google and you will solve for the other LLMs. You solve for YouTube, it feeds everything. So it's really helpful to know that those rules about being authentic, showing up consistently, rising tide floats or boats. And I think that's a really positive thing. We also touched on the importance of creative partnerships, doesn't it? Yes. Because what other people say about you is so important today, isn't it? It certainly is.
19:33And more creators you work with, you can magnify the number of conversations in a positive way happening about you. So how would you recommend advertisers collaborate effectively with creators to get that kind of endorsement going? So this is my passion point. I mean, I know I did sound excited about feed health and data strength. But my passion point is actually shopping on YouTube. So I think about it is if last year was the year that we used AI to reinvent how we search, then this is the year, 2026, that we would use YouTube to reinvent how we shop. And again, you know, the statistics on YouTube are phenomenal.
20:1147.9 million adults in the UK every single day watching YouTube on average for 78 minutes a day. I mean, it just blows my mind. And about 35 minutes of that on the big screen, on a connected TV in the living room, just blows my mind. But another fun fact that I really love, which is a global stat, is every year we watch 40 billion, that's billion with a B, hours of shopping related content on YouTube. and I have no idea what 40 billion hours looks like or even how to write it down but my good friend Gemini tells me that's 4.5 million years that people on YouTube are watching shopping content, hauls, unboxings, get ready with me, how to get the look, reviews etc which really blows my mind and all of that is now going to be shoppable which is just incredible and by that it's not just with adverts that sit around that, but with your product feed, which is sexy.
21:10Now, when you have creators talking and you do collabs with the creators and they're doing an unboxing, let's say it's from Boots, here's my summer holiday haul, then the Boots product feed can sit alongside that creator's content and it's become shoppable. And that to me is like, it's where the magic of the trust and the influence and the knowledge and the inspiration of the creator connects with what consumers are looking for with people that they trust then that's where the magic is really really going to happen and this year we are making every surface on YouTube shoppables we have the masthead which I like to say is like having Piccadilly Circus in your pocket right it's the thing that every time you log on to YouTube you can buy it it's like the ultimate home page takeover so it's the digital equivalent of Piccadilly Circus, but just with more reach and cheaper.
22:03Amazing. You can shop on connected TV, a billion conversions on connected TV in the last year, two billion shorts every single day, which is about the same as Instagram Reels. It's huge, shoppable. I mean, it's just so exciting. So you were showing off earlier your Google Fitbit Air, weren't you? Which is very impressive. So theoretically, then we make a short of this conversation correct could somebody shop that in this clip yes as long as we did a deal with the google shop to make this a creator collaborative advert wow that's pretty cool yeah i can see an opportunity yeah and i think they're 99 pounds you could google one and buy one today but it is amazing it tracks your sleep it's fantastic and this this was fitbit because you bought fitbit didn't you correct quite recently i well i think a while ago now but yeah yeah so what does the integration with the Google Health data allow you to do now?
22:54Well I'll tell you how I use it. I'm probably way more sophisticated users than me. So this connects with your Google Health app which you can download from the Play Store or the App Store and what it does is it gives you all of the data points which lots of other smart devices do for sure including heart rate variability which I again had to Google because I had no idea what it was and so it does all of the sort of sleep tracking and the fitness tracking and all of your health and your vitals. But because it's also powered by Google Health, which is powered by Gemini, you also get this amazing AI powered coach and assistant.
23:33So for my day after Thought Park, for example, it said, you know, well done, Sophie, you did the 18 ,000 steps. But you know, you seem a bit tired today. And it's like, well, because I spent most of the day in a state of sheer terror, worrying about where two children were, was one upside down, was one not. But also, you know quite frightened on quite a lot of the rides myself so it sort of helps you then prepare and plan for the day ahead and I don't travel that much with work but I know quite a few of the Google execs who do and they use it to help them sort of manage jet lag and they'll say okay I'm doing three continents in 10 days or whatever crazy schedule that might be but I want to stay on San Francisco time because you don't want your body clock to get out of sync and you know they have to be always on all the time and the google health coach tells them well this is when you need to sleep and these are the hours you need to work out and this is when you should eat and it might seem completely counterintuitive and utterly out of whack but it helps you know it sort of helps you guide through and navigate through some of those things that i mean was that even possible before i don't even know probably not but it also maps it to your vitals and when you like to sleep and your sleep patterns and stuff which is incredible that's very cool i like that i could seriously use that actually because travel a lot with the podcast that exact yeah that exact scenario you described i face all the time and also when you travel like you're away three or four days you don't want to get on the new time zone getting on the new time zone because then you double the jet lag because you just adjust and you come back and then you get it's crazy yeah it's nightmare last i talk with marketers all day many of them say the same thing traffic is down leads are down and they're not sure why until they realize what has changed most of their customers now trust AI to recommend the right brands to them and the first one that AI recommends they go with.
25:18Visibility in AI search comes down to whether AI trusts your content but most brands have no idea where they stand. So how do you show up when someone asks AI about the things that you sell with HubSpot AEO? HubSpot AEO shows you exactly where your brand stands in AI search and makes clear recommendations on what to do to improve it without having to guess. So when someone asks AI what to buy, you're already the answer. Try it for free at hubspot.com forward slash AEO. Last time we spoke, we talked a lot about retail, the golden quarter as well. And we're coming up to that now. So I think when this goes out, we'll be entering the critical sales period.
25:59So what does Google data tell us about the big events that are coming up in terms of like retail. I know we talked about, you know, the Cyber Monday and Fake Friday. It seems like there's every year there's more and more kind of like retail things. But what was the data tell us about how to optimize through the golden quarter? Well, I tell you, going back to the very first question you asked me, like, what have I learned now after sort of two and a half years at Google? So when I came in and I originally did this podcast, and we talked about how Black Friday falls on a different day of the year because it's anchored on Thanksgiving.
26:35But here in the UK, we don't know when Thanksgiving is. So we usually assume it's just the third Friday in November, because for years and years and years, that's what it was. But two years ago, just the way that the days fell, Black Friday was at the end of November and Cyber Monday was actually in December, which meant that there were only three shopping weekends between Cyber Monday and Christmas Eve. and I explained breaking news on this podcast that we were going to see a phenomena which we call fake Friday which is the Friday before Black Friday because here in the UK we never know when Black Friday is there would be a massive surge of people going online looking for deals looking for the Black Friday offer I said it on this podcast I said it to every single retail partner that I work with and they all sort of smiled and nodded and said yeah yeah Sophie and then just went on and just did their fixed budgets over the Cyber 5 weekend.
27:26And they all missed out on this huge amount of customers in the market, searching, wanting a deal on that day, there and then. So three or four months later, sort of February, March time, after the Christmas of 2024, so early 2025, I went out to everyone and I said, look, look at all these sales that you missed out on. Without saying I told you so, because no one wants to sound like a clever clogs, but I did. and now everyone is totally lent into it which is really really exciting and fake friday is now i believe a well understood phenomena in amongst uk retailers and many of them do special offers for that weekend and then they double down and go big um the weekend after as well so things i think that are interesting for this year is black friday is still later in november but it's earlier than last year.
28:17What does that mean? It actually means we have one extra day between Cyber Monday and Christmas Eve when everyone stops shopping. Now, one extra day doesn't necessarily sound here nor there, but actually it's huge, right? Because retailers' biggest shopping days are always in December. So one extra day of shopping could mean the difference between someone making or breaking their golden quarter. And so I think that's a very exciting thing. Fake Friday will continue to be huge but hopefully now everyone believes us and trusts us that it's it's a big deal and it's it's here to stay and it's going to happen especially because the likes of amazon they go live with their black friday deals they call it cyber week and it's actually 11 days i mean they're so smart they bend time which is amazing and they're formidable retailers and that's who you're competing against so uh one extra day this year i think is really exciting there's still only three weekends sometimes you know when it's earlier in november there's four weekends between between Cyber Monday and Christmas Eve.
29:16So you've got to make every single day count. So go all in on Fate Friday, smash it out of the park over Cyber Weekend. Definitely have your flexible budgets, have real confidence in that. Make sure that your YouTube strategy, your shopping strategy is always on. We're doing so much testing over the summer with retailers on all of those fronts, which is really, really exciting. So put your safety prediction hat on then. what do you predict for the future of retail? What's going to be important? I mean, everyone at the moment, if I pick a buzzword to throw at you, everyone's talking about agentic, aren't they, in terms of commerce, which I didn't even know that word until about 15 months ago.
29:55So let's just take a quick step back because I think all of these new words, certainly when I started at Google, the word agentic didn't exist. It was just a word that engineers maybe used. Let's take a step back and just break down what they mean because I think it's helpful so we all are speaking the same buzzword language. So AI, artificial intelligence. So that's still very relevant in its own right. And it's really just the latest word for machine learning. And here at Google, we've been an AI first company since 2016. We've been an AI first company since 2016. And we've used AI to power so many Google products that you and I use every day.
Read the full transcript
30:35So whether it's Google Maps, whether it's Google Translate, the most translated words are still, hello, how are you? And I love you, which I just think is wonderful. And yeah, it's the same word for machine learning. It's been around for a very, very long time. Great. The next thing is generative AI. Hard word, obviously developed by, you know, chosen by an engineer, generative. That's why it's called Gen AI. And that sort of does what it says on the tin. It generates things. So it can generate content. So at Google, we have nano banana. You can feed it a prompt and it would generate an image for you.
31:09We have Vio. You can feed it images and prompts and it will generate a video from the image that you've given it. We also have Lyra, which will generate a theme tune or a soundtrack or a buzzy catch a little earworm for you. So that's AI that creates something based off information or a prompt that you've given it. And then we have this all new, shiny, sparkly, exciting agentic AI. And what that does is you can give it information and it will take action on your behalf. So the example might be like, I really like this jacket. It wasn't stocked in very many places. And I had to keep going back to searching where it was, even though I'd said, you know, email me when it's out of stock.
31:52But instead, if I had my own agentic shopping agent, which hello will not be too far away I could say when that jacket comes back in stock at whatever retailer it is buy it for me so it can actually take action based on the information that you have given it so the ability for us to have agentic capabilities whether it's in the google ecosystem so in google surfaces like google search or within youtube or maps and it's really important to remember that shopping is the second most reason that people use Google Maps. So people want to know how to get there, but they also want to know if they can buy something near me now.
32:32And we see a huge search of those also in December. It's also agentic capabilities on brands' own websites as well. And I genuinely believe that in three or four years' time, we will look at the last, let's say, 25 years of e-commerce websites and go, how did we survive for so long with them being so clunky and so almost one-dimensional. I mean, they've literally for years been a picture, a buy button and words on a page. Whereas now you're going to be able to go to your Boots website and say, I'm 55 years old. I've got slightly dry skin. I'm worried about the menopause. I don't want to look shiny.
33:12I'm going on a podcast with my mate, John. I want to make sure that, you know, I don't look all glowy, but I look healthy. Get a decent makeup artist, I think, is the top tip of the podcast. It is, it is. Thank you, Google. And then it will help you build your basket. And what I love about that, being a granddaughter of a retailer, is the shop that my dad and my granddad worked in, they would know their customers. They would come in and they'd go, John, great to see you today. Oh, I've got something. I know you'll really like it. And we haven't been able to do that. We've tried and we've tried personalization, but the technology hasn't been able to get us to that level of one-to-one at a truly deep relevant but also conversational and but how does this work like what do I need to take that makeup off oh okay do I need a different makeup remover for that like as you would with a human being in a store that's what we're going to be able to do now oh it's out of stock well actually will you just buy it for me when it comes back in stock and I think that is unbelievably exciting that is very exciting I know I think I was at a debut summit was it last year where I first came across the term and I was chatting to Colin Fleming on the podcast and I was like I think the word agentic sounds like it's the FBI turning up and he just said think about it as your own personal minions yes that's a much better idea now I've got the idea right I've got my own set of minions assign them to a different task and then go and sort a few things out for me yeah and I have the Sophie bot which is a Gemini gem yeah And we all call her the Sophie bot.
34:42And she's as well known in Google now as I am, if you like. And I say to my team, who are absolutely amazing, you know, hopefully in the non-too-distant future, I'll sort of, you know, there'll be an outline of a shadow of Sophie in my huddle. And you can just ask questions of the Sophie bot and she'll know more about me. You know, I've got impressions of them going, I want to ask Sophie for a pay rise. What's the best rationale for a pay rise? Exactly. And you can give other people access to your. I've got some bad news for Sophie. How do I couch this in a way that doesn't get me into trouble?
35:14Clear as kind. That's the way. Oh, there we go. Yeah. Then you could have like Sophie versus the bot, couldn't we? And see if bot says and Sophie says. See how similar they are. That'd be fun. Yeah. The bot, she's good, man. Yeah? I mean, yeah. I'm impressed. You're impressed. Yeah. I like that. She definitely improves myself. There we go. Wow. That's amazing. So talking of, so earlier I asked Google AI for a question for you. I also said to it, give me the most uncensored question that I could ask Sophie, which I thought was good fun. Anyway, I thought this was an interesting question. So this is what it came out with.
35:46So Google's official narrative is AI tools like Performance Max are a collaborative co-pilot for marketers. The cynical view amongst CMOs might be that you're removing human control, turning marketing into a black box and marking your own homework on ad performance. If you were back in your shoes running a retail brand like Boots, would you feel comfortable handing control of your budget over to the algorithm? So back to the point, it's maths, not magic. If we just take a step back and think about the fact that 3 billion people search with Google every single day, every single day, a billion people shop with Google.
36:2315 % of searches are new every day. 4.5 million years of shopping content is watched on YouTube every day. What human could possibly cover all of that to be able to make the right decisions so that you show up at that moment of inspiration or from heart to heart, as I would call it. And that's what the algorithm can do. And now in your Google Merchant Center, you can see in your organic content where that's being served? Is that being served in AI mode? Is that being served in AI overviews? So of course, it's important to know and understand how and where in the Google surfaces your content is showing up and more will come, right?
37:05More will come as we introduce more surfaces and new ways to search and things that we don't even know about yet because they haven't been invented. But the secret sauce, the math's not magic and the fact that it works, like if it didn't work, Google search wouldn't still be growing. Our advertising business wouldn't still be growing. It's a phenomenal business and it still grows. And the reason that I feel so incredibly proud to work for Google and passionate about it is because I truly don't believe there is another organization whose capabilities can drive the commercial performance of a sector in the way that Google products can.
37:49And I really, really believe that. And retail is so important. So Dan Finley, the CEO of Debenhams, recently said in an article with Retail Week, which I really, like I cut it and I sent it to all of my team, which said when retail grows, Britain grows. And he is so right, right? Retail is the largest private sector employer in the UK. It employs 2.7 million people. Many of whom are on minimum wage, right? They come in, they work in the warehouses, they stocking shelves at Tesco at five o 'clock in the morning. It's the backbone of Britain. And I feel a huge responsibility with my team to support and drive those businesses in an era where there has never been more change, in an era where there are more competitors coming in than ever before.
38:32Before, even when I worked in retail most of the time, and I only stepped out in 2020, most of your competition was domestic. Now it's not. The competition is who are the new low value entrants coming in from China? Who else is coming in from other markets? It's jupes. It's everything. So it's so important to our economy and to Britain for retail to survive. And retail is so important to Google. And I am so passionate about making sure that this amazing sector thrives and survives so that it can support all the people who depend on it. Yeah, that's amazing vision. I mean, you're obviously very compelling about where we can use AI.
39:14I just want to flip the question on the other way around, actually. Where do you think human skills are going to count maybe more if you put your kind of marketing hat on? What's not going to change if I put back your it changes every day at Google? I think there are always going to be skills that human beings have, curiosity being one of them, that will be uniquely ours as humans. So when we had the podcast last time, I said my biggest hope for AI was that it would give us the greatest gift of all, which is the gift of time. And it will do that, right? It will take a lot of mundane, repetitive, these agentic tasks.
39:56It already can do that, right? Look at my Thought Park experience. It was amazing. And there will always be, there will be new jobs and new opportunities and new industries that come out of this that didn't, haven't even been imagined yet. I mean, you know, the future version of a YouTube is probably being invented today in some 13 year old's bedroom. We just don't know about it yet. And I think that's incredible. And the democratization of opportunity that it brings, I think, is also going to be phenomenal. and we should always be confident that there will always be unique skills that are uniquely human.
40:31Creative, I personally think, being one of them, that will really mean that we can use AI to be a superpower to supercharge us as human beings. I mean, if Demis Hassabis was here, or Sir Demis, I should say, his mission is to use AI to improve the human condition, which is and you know he's doing that right he's doing that and then the stuff the work they're doing at deep mind is is doing that in terms of disease and understanding medicines and weather patterns and and all sorts it's it's it's i can't believe i work for an organization you know i just sell the adverts i mean you know what they do at deep mind is is absolutely phenomenal and awe inspiring so i think a little bit like when the internet came along back in the mid 90s you know change change can be difficult and change can be unnerving but change breeds opportunities right Scott Gallagher if he was here he'd say innovate or die this is this is the moment where we are going to see the most profound innovation like the sky isn't the limit our imaginations are back to human creativity and I think that's really exciting that's very exciting isn't it and the the scale you can achieve through well you talked about earlier actually how you know So in terms of search now, it's a level playing field.
41:46It is. Before it was, you know, only those of the biggest budgets could win. Totally. Now the playing field has just been flattened and a startup can compete with a major... Yeah. And if you have really good data strength and you have a tip-top product feed, you can beat the retailer that spends the most money in Google Shopping because your brilliant basics are in a much stronger point. I mean, that's an incredible democratization of opportunity. And let me give you a really lovely example of that. So every year on this weekend, we go to Goodwood races, like a big gang of us, old mates from university.
42:19It's a really lovely weekend. And I had a dress that's about 10 years old. So, you know, you couldn't buy it today. And I really like it. And I'm wearing it this weekend. And it's got hydrangea flowers on it. And I was trying to search for hydrangea ties and nothing came up. So, of course, I got out my Google app and I did a lens snap and said, find me a tie that will go with this. Not like too matchy-matchy, although I did just get mad last year. So we're still in that kind of quite twee-loved-up phase. But so something that coordinates, but not two sort of Sunday times his and her supplement.
42:55And what was incredible was Google Search found me this really wonderful, very small company run by a man and a wife. and it's called the Belfast Bowtie Company and they had this vintage Liberty fabric which they make to order ties and bow ties and pocket squares and of course I'd left it too late so I phoned them up and I said I'll pay for a rush delivery but if you could make this tie that would be really special and it arrived yesterday and it goes with the dress perfectly and I never would have found that company had I not done that Google Lens search. Well, sticking on the personal theme as well for a minute.
43:36One thing I love about what you do is you've built your personal brand, haven't you, alongside your Google persona, which I think is great. And you're a LinkedIn top voice as well. Why do you invest the time and effort into building the personal brand as well as representing Google? Well, I think it all started when I was at Boots, actually during lockdown, because it was a really great way to keep in touch with my team. and also to share to the world what we were doing at Boots because I was running Boots.com during the pandemic and I thought it was really important to share behind the scenes what we were doing and how people were coming to work in the distribution centre and still doing social distancing and the fact that on Thursday evening at 8 o 'clock, even in a distribution centre that had never been busier, people would stop and clap for the NHS.
44:21I mean, just really amazing. and it was just a great way to start to tell the story about like behind the scenes of work and it just resonated and I think it resonated a bit like your podcast does and very much like creators do on YouTube because I just showed up as myself and I was very honest about this is really difficult and this is this is hard or celebrating the stuff that was fun and when we had record days, we'd do a confetti cannon and fire that off and do a silly little video of the confetti cannon and people would love it. And then a few people went, but what about the cleaners who have to clean it up?
44:58And can I just say we did clean it up ourselves? And so that continued. And then when I joined Google, I was really excited and super proud to join Google and very passionate about retail. So I wanted to be able to continue to tell those stories. But I also think as a leader, you have a very public profile as being like the person who's responsible for retail and consumer goods at Google. Like a lot of people look to you and I'm a big believer in being a real model, not a role model. And sometimes you can get very performative on LinkedIn, I think, and people show up as a role model and you go, I really know that's not who you are in real life because I know you.
45:37So I always want to show up as myself and be a real model, not a role model and share what's hard and also celebrate what's great. And I had a learn the way on the way moment in my first can at Google, when actually I came to a dinner that you very kindly invited me to. And I did a vox pop, literally like a two minute poolside thing with Mark Ritson. I was wearing pink, he was drinking rosé. It was a beautiful scene. And it was just two minutes. And he was actually saying, well, let's see about the future of search with AI. You know, Google needs to get its act together. But I'm very bullish on YouTube.
46:11And so it was great. And I was like, you know, Mark Ritson's all in on YouTube, which is brilliant. And by the end of the week, I think it was something like 725 ,000 views. And it ended up being Google's most viewed and engaged post of all of Cannes, which is quite a big deal in a way. so after that I was very supported in terms of you just do you Sophie we trust you I just keep showing up as myself and be authentic and I think it's important to share where it's difficult I love your phrase be a real model not a role model yeah yeah that's great it's it's important yeah and not you know life isn't easy not overthinking it as well you could you could have overthought that and you know gone for the permissions and you know back yourself out of it couldn't you yeah yeah totally yeah back yourself back yourself well that brings me to my last question because my last question which i ask everyone is what's the single best bit of advice you've been given yeah it's it's that back back yourself and the whole feel feel the fear and do it anyway think your post is good to post on linkedin it doesn't matter just post it right think it's a good idea to start a podcast it doesn't matter just start we were talking about the seven-year journey that you've been on now you're a celebrity you're a creator you're you're famous in the world that we operate in which is amazing and you know we're all cheering you on and super proud of all of that but you know no one now everyone's forgotten the seven-year journey that it took you on that it took you on to to get there and so the most important thing you can ever do is just start if you don't even try you've already failed and i have a big big mantra of you win or you learn right celebrate the success but also celebrate the failures because it's just it's just life giving you another opportunity to have a go again right redirection is protection if something doesn't work out there's a reason it doesn't work out so learn why and go again that's such good advice i think i often think like people that wait for perfection you're better off to have tried, learnt, tried, learnt, tried, learnt, tried, learnt, succeeded.
48:22You'll be quicker doing that than you will trying to wait until the perfect moment. Don't let perfection be the enemy of good. Yeah, completely agree. Amazing advice, Sophie. Always so much fun chatting to you. Thank you so much for doing this. Oh, you're very welcome. It's great to be here. Good to have you. So I hope you enjoyed that episode of Uncensored CMO as much as I enjoyed making it. Now, by the way, I've got a new newsletter. So if you'd like to get my thoughts on the one thing that I take out from each episode every week, then do subscribe to the One Thing newsletter. I'd really appreciate it.
48:54Also, I have another podcast. Just launched Uncensored Renegades with the fabulous Cori Marchesotto. She is one of the world's best CMOs. She's an absolute rock star. Every week we pick one topic, spend 20 minutes trying to fix it. So check out that. It's in your feed, Uncensored Renegades. And finally, I want to give a huge thank you to my sponsor, System 1. They generously provide so much support for this podcast. It would not happen without them. So big thanks and lots of love to System 1. I'll see you next time.
From the publisher
AI is rapidly changing how people search, shop and discover new brands. So what does that mean for marketers?
Sophie Neary has spent the past few years inside Google, giving her a front-row seat to some of the biggest shifts in consumer behaviour and advertising. In this episode, she joins Jon to explore what she's learned, the assumptions marketers still get wrong about Google, and the surprising ways consumers are already using AI.
They discuss how brands can show up in AI-powered search, the evolving relationship between advertisers and creators, how to make the most of the crucial golden quarter, and what AI commerce could mean for the future of shopping.
Plus, as AI becomes capable of doing more of the work, Sophie and Jon ask a bigger question: which uniquely human skills will become even more valuable to marketers?
This episode is an advertisement feature brought to you by Google.
Timestamps
00:00 - Start
01:12 - What has Sophie learned in the past few years at Google?
03:07 - CMO lessons from being inside Google
05:11 - What assumption marketers have about Google would Sophie challenge
08:07 - A surprising consumer pattern with AI
11:17 - How brands can show up in AI searches
18:56 - How advertisers can collaborate with creators?
22:09 - How Sophie uses her Google Fitbit Air
24:18 - How to optimise the golden quarter
28:08 - How important will AI commerce be in the future?
30:36 - get them to check this section
34:01 - The most uncensored question for Sophie Neary
37:44 - Where will human skills count in the age of AI?
45:26 - The best advice Sophie has ever been given
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Thank you to our sponsors System1 and HubSpot
Download System1's creator effectiveness report here:
https://system1group.com/the-creator-effectiveness-playbook
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https://www.hubspot.com/products/aeo
