押注AI,亚马逊联手Perplexity要革谁的命?新浪财经

在贝佐斯的支持下,谷歌的新竞争对手出现了。

成立仅2年、年收入超过2000万美金的AI搜索独角兽Perplexity,宣布推出新的AI购物工具“SnaptoShop”,进军电商领域。

据悉,Perplexity在其应用程序中引入了图片搜索功能,付费用户只需举起手机,对准心仪的商品轻按快门,就能在Perplexity的平台上找到推荐商品。不仅可以看到有详细信息的商品卡,还能实现一键结帐。

近年来,亚马逊已经成为了美国网购的第一入口,超过50%的产品搜索都始于亚马逊,而对大部分Z世代来说,他们大部分会选择从谷歌和社交媒体上进行网购搜索。

如果将以AI为主导的Perplexity与亚马逊数据打通,亚马逊将有望占据美国线上购物的更多入口,进一步挑战谷歌。

“谷歌杀手”拳打谷歌

Perplexity有一个名号是,“谷歌杀手”。

Perplexity的联合创始人AravindSrinivas,曾在谷歌任职,负责AI开发事宜。在2022年创业时,AravindSrinivas决心创立一家堪与谷歌搜索和微软必应媲美的生成式搜索引擎公司。

Perplexity的创始团队配置相当豪华,囊括了IOI金牌得主,曾经在谷歌、OpenAI工作过的天才程序员,以及AI科学家。所以产品还没有上线,就获得了310万美元的种子轮投资,之后频频受到资本青睐,目前估值已达到90亿美元。

在支持Perplexity的投资人列表中,有英伟达、大数据公司Databricks等大企业,也有亚马逊创始人杰夫·贝佐斯、前推特副总裁EladGil等行业精英。

Perplexity融资情况

Perplexity最新推出的“SnaptoShop”功能,与谷歌、Pinterest提供的“Lens”图片搜索功能异曲同工,都是为了让用户在数字世界中,以最自然、最直观的方式探索和购买商品。

但不同的是,Perplexity不会从销售中抽取任何佣金。目前,Perplexity已与电商建站SaaS平台Shopify及其ShopPay结账系统集成。

跨境电商行业专家William认为:“Perplexity与Shopify的集成,对于Shopify商家来说意义重大,当用户在Perplexity上发现心仪的Shopify商品时,只需轻点几下,就能轻松完成购买。这是一个崭新的流量入口。”

和亚马逊为Prime会员提供特殊优惠一样,PerplexityPro的订阅用户,不仅能够使用已保存的送货和账单信息,自动一键结账,还可以享受免费送货。

Perplexity首席商务官DmitryShevelenko还表示,Perplexity可以和Shopify合作,也能成为亚马逊的合作伙伴。他这样解释道:“使用我们电商功能的用户都是想要买东西的人,而亚马逊平台上都是商家,所以从我们的角度来看,它是互补的。”

贝佐斯押注的未来电商

贝佐斯为什么要支持“谷歌杀手”Perplexity?

谷歌和亚马逊,一个是信息世界的“百事通”,另一个是购物界的“大卖场”,虽然看起来没什么交集,但在商品销售方面,却有着剪不断、理还乱的关系。

而在美国数字领域作者BobHutchins看来,贝佐斯对Perplexity的投资似乎更有深意,他认为Perplexity这类AI+电商的搜索引擎,可能会改变未来的电商形态。

他写道:“贝佐斯推出了‘一键购买’按钮彻底改变了人们网上购物的方式,现在却在资助一个采用了人工智能技术、承诺做同样事情的平台。这就像贝索斯在对电商的未来进行两面下注,承认他开创的模式可能会被颠覆。”

这种转变可能会从根本上改变在线产品发现的方式。

事实上,亚马逊已经在站内推出了生成式AI购物助手Rufus,试图通过人工智能助手,改变用户的购物方法。比如用户可以向Rufus询问,“购买跑鞋时要考虑什么”“越野跑鞋和公路跑鞋有什么区别”,或者更具体的问题,例如“这款鞋耐用吗?”,都能达到答案。

Rufus非常了解亚马逊平台上的商品详情,还能分析平台上的用户评价、问答信息,帮助用户提升购物效率。还能提供产品对比,甚至在购买决策时提供建议。

除了亚马逊,海外电商平台们也在押注“AI+电商”,添加AI购物助手。

沃尔玛还推出了一款创新的AR购物工具——“ShopwithFriends”。这款工具巧妙地将沃尔玛去年推出的AI虚拟试穿技术与社交功能相结合,让消费者能够向朋友展示虚拟服装,并即时获取朋友的反馈,实现了好朋友线上一起购物。

9月,阿里巴巴国际站推出下一代智能采购工具SmartAssistant,旨在为国际买家提供更高效的采购支持,不仅可以提供图片搜索、报价请求等功能,对买家提出的问题进行解答,还能通过智能沟通功能汇总交流中的重要信息,简化采购流程。11月上旬,阿里巴巴国际站还推出了全球首个面向B2B市场的人工智能搜索引擎Accio,旨在帮助商家更快速、更准确地找到所需的商品和供应商。

10月30日,Lazada宣布推出一款由人工智能驱动的虚拟购物助手AILazzie,旨在为用户提供更加个性化的在线购物体验。

此外,部分电商平台也推出了专注于商家服务的AI助手,帮助商家优化商品卖点、进行智能营销等。如在4月外贸B2B电商平台中国制造网,推出了AI外贸助手“麦可”;8月敦煌网推出Aishipgo提供的AI智能助理。

新流量洼地

从功能来看,大部分平台推出的AI购物助手,都具备“即时回答买家问题”的功能。AI不仅会帮助用户进行商品搜索、发现、研究,还会深入挖掘用户的消费轨迹和个人喜好,为用户提供量身定制的产品推荐。

这种个性化服务不仅提升了用户的购物体验,也为商家打开了一扇趁机售卖的新窗口,并且,这里的流量竞争还不激烈。

因此,有行业专家建议,亚马逊商家可以多使用买家账号去和Rufus交流,测试其中的规律,优化自己的产品展示和运营策略。

“随着流量结构的演变和竞争格局的重塑,那些能够迅速适应并利用Rufus新功能的卖家,将更有可能在激烈的市场竞争中拔得头筹。”该行业专家告诉品牌工厂。

用户在搜索栏中输入的关键词往往较为简单,如“衬衫”。但Rufus可以回答用户那些更细致的问题,比如“在办公室穿的蓝色衬衫”,那么对于深耕细分市场的商家来说,通过更细致的产品词描述,给产品详情中加上使用场景、使用感受,使产品更容易被Rufus发现和推荐,这样或许就能获得更多的流量,甚至可以引导用户购买特定商品。

正如Perplexity的CEOAravindSrinivas所言:“将赞助问题融入购物体验,是自然而然的选择。这是一种非常酷的方式,可以创造需求并立即满足需求。”

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