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Agentic Commerce Is Here - What Walmart's Sparky AI Means for Small Business
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Walmart's new AI assistant Sparky just increased online orders by thirty five percent. In this discussion we unpack what agentic commerce is, how AI agents are changing the way customers buy, and why small businesses actually have an advantage over big corporations when it comes to using this technology. Read the full breakdown at https://go.speedmobi.com/walmart-sparky-ai-pod
Imagine you open up an app right now, and instead of typing out a search for, say, dinosaur birthday party supplies.
SPEAKER_00Oh, the endless scrolling.
SPEAKER_01Right, exactly. You're usually scrolling through fifty different pages of paper place, comparing prices on plastic cups, and trying to remember if you need to buy a severate cake topper.
SPEAKER_00Yeah, it's a huge cognitive load.
SPEAKER_01It really is. But imagine instead of doing all that, you just speak a single sentence. You just say, I need to plan a dinosaur birthday party for 12 six-year-olds this Saturday.
SPEAKER_00And that's it.
SPEAKER_01That's it. You put your phone down. Because on the other end, a system doesn't just return search results, it completely understands your goal.
SPEAKER_00It actually executes it.
SPEAKER_01Exactly. It pulls the plates, the cups, the candles, the balloons, and the cake mix. It builds a single customized shopping list, checks the inventory, and presents you with one button that says approve delivery.
SPEAKER_00It's wild when you see it in action.
SPEAKER_01It's incredible. We have officially crossed a massive invisible line in technology. The AI has stopped just talking to us, and it has started actually doing things for us.
SPEAKER_00It is a profound transition. I mean, we are moving from an era of conversational AI to an era of what the industry calls agentic commerce.
SPEAKER_01Agentic commerce, right.
SPEAKER_00Yeah. And it is completely rewiring not just how megacorporations function, but the fundamental expectations you as a consumer are going to have for every single business interaction moving forward.
SPEAKER_01Well, welcome to this deep dive. Our mission today is to explore this silent earthquake.
SPEAKER_00Because it is an earthquake, for sure.
SPEAKER_01It really is. And we are pulling from a fascinating stack of sources to figure out how this actually works on the ground.
SPEAKER_00We've got some great data today.
SPEAKER_01We do. We're looking at Walmart's Q1 fiscal year 2026 earnings report, McKinsey's 2026 AI adoption study, Harvard Business Review's research on AI agents, and to bring it right to your neighborhood, local service business data from House Call Pro and Service Titan.
SPEAKER_00Which is where it gets really real for most people.
SPEAKER_01Oh, absolutely. Okay, let's unpack this. Because to understand what this means for, you know, the plumber down the street, we have to start with the largest retailer on the planet to define what agentic actually looks like in the wild.
SPEAKER_00Yeah. Walmart is really the ultimate proving ground for this right now. Definitely. Up until very recently, AI in commerce was entirely search-based. The AI was just a tool.
SPEAKER_01Like a really smart search engine.
SPEAKER_00Exactly. You asked a question, it gave you an answer. But you, the human operator, still carried the entire burden of selecting, comparing, adding items to a cart, and checking out.
SPEAKER_01You had to do the heavy lifting.
SPEAKER_00Right. Agenc AI flips that dynamic entirely. According to the Harvard Business Review, the defining characteristic of an agent is that it moves from being a reactive tool to a proactive executor.
SPEAKER_01Proactive executor. I like that phrasing.
SPEAKER_00Yeah. You give it an intent and it handles the multi-step execution.
SPEAKER_01You know, I think the best way to visualize this shift is to think about building a house.
SPEAKER_00Okay, sure.
SPEAKER_01Traditional AI is like going to a massive hardware store. You can ask an employee where the lumber is and they'll tell you aisle twelve.
SPEAKER_00Right. Very helpful.
SPEAKER_01But but you still have to go get the wood, haul at home, buy the nails, and build the house yourself. It's like a librarian who just points you to a book.
SPEAKER_00Yeah, you're still reading the book.
SPEAKER_01Exactly. A gentic AI is like hiring a general contractor or a personal errand runner. You say, I want a three-bedroom house, and the contractor reads the blueprint, hires the plumbers and electricians, schedules the material deliveries, and ensures the whole project gets done without you ever having to swing a hammer.
SPEAKER_00Aaron Powell That captures the mechanism perfectly. I mean it's about offloading the execution.
SPEAKER_01Offloading the work.
SPEAKER_00Yeah. And we could see the direct financial impact of that offloading in Walmart's AI shopping assistant, which they call Sparky.
SPEAKER_01Right, the Sparky agent.
SPEAKER_00Exactly. Yeah. When you use that system to say plan a dinosaur birthday party, the AI acts as your general contractor for that party.
SPEAKER_01It goes down all the aisles for you. Trevor Burrus, Jr.
SPEAKER_00It does. And what's fascinating here is the underlying psychology of why this works so well.
SPEAKER_01The psychology of it. Yeah, let's get into that.
SPEAKER_00It completely eliminates cognitive load and decision fatigue.
SPEAKER_01Because buying things is actually kind of exhausting sometimes.
SPEAKER_00It is. In traditional e-commerce, every single click, every comparison, every scroll is a micro friction point where a customer might just give up and abandon their cart.
SPEAKER_01Right. You just get overwhelmed and close the tab.
SPEAKER_00Precisely.
SPEAKER_01And when you remove those micro friction points, the financial results are staggering.
SPEAKER_00They really are.
SPEAKER_01Looking at the Walmart Q1 2026 data, users of the Sparky Agentic Assistant are placing 35% more orders than non-users.
SPEAKER_0035%? That's huge.
SPEAKER_0135%. That is a monumental leap in order volume for a company operating at Walmart scale.
SPEAKER_00It's billions of dollars in impact. Exactly.
SPEAKER_01And the sources show this isn't an isolated metric. It's sitting right alongside a 37% year-over-year growth in their advertising business and a 40% jump in U.S. marketplace sellers.
SPEAKER_00Which is incredible.
SPEAKER_01And they explicitly cited AI as the driver of record sales.
SPEAKER_00Which proves this isn't some experimental beta test happening in a sandbox somewhere.
SPEAKER_01Right. It's not a gimmick.
SPEAKER_00No, it is a production level system generating massive, measurable revenue.
SPEAKER_01So it's proven at the highest level.
SPEAKER_00Completely. And the core principle driving those numbers is simple but ruthless. When customers receive intelligent assistance that takes the work out of buying, they buy more.
SPEAKER_01Make it easy and they spend money.
SPEAKER_00Exactly. But the inverse is also true. When they are forced to wait or navigate complex phone trees or figure things out on their own, they abandon the transaction entirely.
SPEAKER_01Which brings us to the local businesses in your town.
SPEAKER_00This is the pivot right here. Yeah.
SPEAKER_01Because if a retail giant is seeing a 35% bump just by smoothing out the online shopping cart, what happens when we look at the local service industry? You know, plumbers, roofers, landscapers, where friction is practically the defining feature of the customer journey.
SPEAKER_00Oh, the contrast is jarring. I mean, in the local service sector, the traditional customer journey is inherently broken.
SPEAKER_01Totally broken.
SPEAKER_00Think about the last time you needed an electrician. You search for a number, you call, maybe they answer, maybe they don't.
SPEAKER_01Usually they don't.
SPEAKER_00Right. If they do, you explain your problem. The person on the other end has to manually check a calendar. While you hold. While you hold, exactly. Yeah. Then begins the back and forth negotiation of scheduling. It is a highly manual, highly vulnerable process.
SPEAKER_01And the data from Service Titan and House Call Pro reveals just how vulnerable it actually is.
SPEAKER_00The numbers are tough to look at.
SPEAKER_01They are. The numbers here represent a devastating invisible bleed on local commerce.
SPEAKER_00Invisible bleed is the perfect way to describe it.
SPEAKER_01Right now, approximately 30% of calls to local service businesses go unanswered during regular business hours. That's almost a third of your potential business just hitting a wall.
SPEAKER_00And if a customer calls after hours, say a pipe bursts at 9 p.m. on a Saturday, the misrate skyrockets.
SPEAKER_01Of course. No one is at the desk.
SPEAKER_00Right. But the truly damaging part of the data is consumer behavior. 80% of callers who hit a voicemail will not leave a message.
SPEAKER_01Wait, 80%?
SPEAKER_0080%. They just hang up and call the next business on Google.
SPEAKER_01Because they want an answer right now.
SPEAKER_00Exactly. And for the 20% who do leave a message or the numbers caught by caller ID, 62% of those missed calls are never returned by the business.
SPEAKER_01Aaron Powell 62% are never returned.
SPEAKER_00Never. The lead just dies.
SPEAKER_01Aaron Powell Let's do the math on that invisible bleed because it is shocking when you write it out.
SPEAKER_00Let's hear it.
SPEAKER_01Okay. Let's say a local inch VAC company receives 20 calls a day.
SPEAKER_00Aaron Powell Pretty standard.
SPEAKER_01Yeah. If they miss 30% of them, that's six missed calls daily.
SPEAKER_00Okay.
SPEAKER_01Depending on the specific trade, industry data values an average booked service call between $300 and $1,200.
SPEAKER_00So let's meet in the middle.
SPEAKER_01Right. If we take a conservative average of $500 per call, missing six calls a day means that business is losing $3,000 every single day in potential revenue.
SPEAKER_00$3,000 a day. Wow.
SPEAKER_01Over a standard working year, that is roughly $780,000 in lost revenue.
SPEAKER_00Just gone.
SPEAKER_01Just vanishing into thin air because a human didn't pick up a ringing phone.
SPEAKER_00It's staggering when you scale it out like that.
SPEAKER_01Here's where it gets really interesting, though. Okay. If I'm a business owner and I am bleeding three-quarters of a million dollars a year in missed calls, the math seems incredibly obvious.
SPEAKER_00Right. You'd think so.
SPEAKER_01Why not just hire three more receptionists at $60,000 a year to sit by the phone 24-7? Paying humans is vastly cheaper than losing $780,000. Why hasn't the market already solved this with human labor?
SPEAKER_00Well, on paper, hiring more humans seems like the logical fix. But in practice, you run into the rigid architecture of human limitations.
SPEAKER_01What do you mean by rigid architecture?
SPEAKER_00A receptionist, no matter how highly trained, can only process one conversation at a time.
SPEAKER_01Oh, right. One phone, one ear.
SPEAKER_00Exactly. Service businesses don't get a perfectly steady trickle of one call every 10 minutes, they get unpredictable spikes.
SPEAKER_01Like a rush hour for plumbing.
SPEAKER_00Yeah. When a massive thunderstorm hits a town at 8 a.m. on a Monday, a roofing company might get 15 calls simultaneously.
SPEAKER_01Oh, I see.
SPEAKER_00Even if you hired three receptionists, twelve of those callers are still hitting a busy signal or a voicemail.
SPEAKER_01Because they're already on the line with the first three.
SPEAKER_00Precisely.
SPEAKER_01Not to mention human turnover, sick days, lunch breaks, and the fact that most people simply do not want to work the midnight shift just in case someone's water heater breaks at 2 a.m.
SPEAKER_00That's it, exactly. Human staffing simply cannot stretch and compress to catch unpredictable, infinite fluctuations in demand.
SPEAKER_01It's too rigid.
SPEAKER_00Right. Every point where human capacity caps out becomes a point of friction. And as we saw with the Walmart data, a waiting customer is an abandoning customer.
SPEAKER_01Aaron Powell So how do we stop the bleed? If human bandwidth can't scale infinitely, what is the alternative?
SPEAKER_00Well, this is where the AI comes in.
SPEAKER_01Right. The sources point to a massive adoption of AI agents stepping directly into this gap, creating a highly robust triage system.
SPEAKER_00Aaron Powell And it's a multi-channel system.
SPEAKER_01Yeah, let's dig into the actual mechanics of how this works, starting with the front lines. AI phone agents. And to be clear, we are not talking about those awful robotic press one for hours, press two for billing menus.
SPEAKER_00Far from it. Modern AI phone agents are built on large language models capable of completely natural conversational dialogue.
SPEAKER_01So they sound like a real person.
SPEAKER_00Very close to it. They understand interruptions, nuances, and context.
SPEAKER_01Give me an example of how that works in practice. Aaron Powell Sure.
SPEAKER_00If you asked, do you guys service the north side of town? And how much just to come look at a leaky faucet?
SPEAKER_01A two-part question.
SPEAKER_00Exactly. The AI parses both questions, references the company's internal knowledge base, and answers conversationally in one breath.
SPEAKER_01Aaron Powell But the real magic that the agentic part of this is the booking process.
SPEAKER_00This is the crucial part.
SPEAKER_01Right. How does an AI actually book an appointment without accidentally sending three different plumbers to the same house at the same time? How does it interact with legacy scheduling software?
SPEAKER_00Aaron Powell This is where we have to talk about APIs or application programming interfaces.
SPEAKER_01Right, APIs.
SPEAKER_00Think of an API as a secure digital bridge between two different pieces of software.
SPEAKER_01Okay, a bridge.
SPEAKER_00The AI agent doesn't just talk to the customer, it uses an API to instantly look directly into the plumber's digital dispatch software, like ServiceTitan.
SPEAKER_01Oh wow. So it's actually reading the calendar.
SPEAKER_00It reads the live calendar, sees the actual gaps in availability, offers those specific times to the caller, and when the caller agrees, the AI writes the appointment directly into the database.
SPEAKER_01Just like a human would.
SPEAKER_00It secures the time slot, logs the customer's name, address, and the nature of the problem all in milliseconds.
SPEAKER_01That's incredible.
SPEAKER_00It behaves exactly like a human dispatcher, but it can do it for a hundred simultaneous callers without ever double booking.
SPEAKER_01And the performance data over the 2025 to 2026 period is wild.
SPEAKER_00It really validates the tech.
SPEAKER_01Businesses using these agents see their missed call rates plummet from that 30% average down to under 5%.
SPEAKER_00Basically catching every call.
SPEAKER_01Yeah. Because the friction of leaving a voicemail and playing phone tag is gone, booked appointments jump by 20 to 35%.
SPEAKER_00It's massive.
SPEAKER_01The system simply catches the revenue that was previously spilling onto the floor.
SPEAKER_00And we also have to consider the guardrails here.
SPEAKER_01Oh yeah. What about mistakes?
SPEAKER_00Right. A common fear is hallucination. What if the AI promises a customer a brand new water heater for $10?
SPEAKER_01That would be a disaster for the business.
SPEAKER_00Exactly. But these angenic systems operate within what's called bounded AI.
SPEAKER_01Bounded AI, meaning they have limits.
SPEAKER_00Right. They aren't just free-thinking entities, they are strictly constrained by the business's specific databases.
SPEAKER_01So they can't just make up prices.
SPEAKER_00No. If an answer isn't explicitly in the authorized pricing or policy documents, the AI is programmed to gently pivot and immediately route the call to a human manager.
SPEAKER_01That's smart. So the phone agent handles the traditional callers. But what about the segment of the population which seems to be growing every day who will do almost anything to avoid making a phone call?
SPEAKER_00Ah, the digital natives.
SPEAKER_01Yeah. How does this system capture the digital traffic?
SPEAKER_00That requires a different interface, which brings in the website chat assistant.
SPEAKER_01Okay, chat bots.
SPEAKER_00But again, the agentic shift elevates this entirely. We're not talking about a dumb chat bot that captures an email and says, we will get back to you.
SPEAKER_01Right. Those are basically just contact forms.
SPEAKER_00Exactly. This is an agent embedded on the website that responds instantly. It qualifies the lead by asking about budget, timeline, and the specific nature of the problem.
SPEAKER_01It's actually doing the consultation.
SPEAKER_00Yes. And then utilizing those same API bridges we just talked about, it books the consultation or service appointment right there in the chat window.
SPEAKER_01The speed differential here is what really caught my attention in the sources.
SPEAKER_00It's night and day.
SPEAKER_01The average response time for these AI chat agents is under three seconds. Meanwhile, the average response time for a human employee managing a generic contact us email inbox is two to four hours.
SPEAKER_00Two to four hours is an eternity online.
SPEAKER_01It really is. When you consider that 79% of consumers report preferring live chat simply because it provides immediate answers, it's no wonder websites equipped with these agentic assistants are converting 30 to 50% more visitors into actual qualified leads. Speed to lead.
SPEAKER_00Yeah. In the service industry, the business that responds first almost always wins the job.
SPEAKER_01Yes. The speed to lead data in these reports is absolutely definitive.
SPEAKER_00It's undeniable.
SPEAKER_01If a business responds to a new inquiry within five minutes, they are ten times more likely to convert that lead into a paying customer compared to waiting just a little longer.
SPEAKER_00Ten times.
SPEAKER_01Yeah.
SPEAKER_00Just for answering in five minutes.
SPEAKER_01Ten times. If they respond within one hour, they are still seven times more likely to convert than if they wait two hours.
SPEAKER_00The drop-off is steep.
SPEAKER_01The ultimate takeaway: 78% of customers simply buy from the very first business that responds to them.
SPEAKER_00Which is exactly why the final piece of this AI infrastructure automated follow-up systems is so critical. Right.
SPEAKER_01Because humans forget.
SPEAKER_00Exactly. You cannot rely on a human dispatcher to remember to manually text a lead back within 180 seconds while they're simultaneously managing three other crises in the office.
SPEAKER_01It's just not possible.
SPEAKER_00Right. The AI follow-up system uses automation logic essentially, if then triggers.
SPEAKER_01Like programming logic.
SPEAKER_00Exactly. If a quote request comes in via Yelp, then instantly text the customer a personalized greeting and a link to the booking calendar.
SPEAKER_01It's like having a hyper-caffeinated, universally knowledgeable receptionist who never sleeps and never takes a lunch break.
SPEAKER_00That's a perfect way to put it.
SPEAKER_01It also handles the back-end friction, too, right?
SPEAKER_00Oh, absolutely.
SPEAKER_01Sending appointment reminders 24 hours and one hour before the job drops, no show rates by 40%.
SPEAKER_0040%, fewer empty slots.
SPEAKER_01And the second the job is marked complete in the system, the AI instantly texts the customer a link asking for a review. It's essentially automating the entire operational life cycle of the customer relationship.
SPEAKER_00It creates a seamless loop.
SPEAKER_01But wait, I have to push back here.
SPEAKER_00Okay, let's hear it.
SPEAKER_01Listening to all of this natural language processing, API bridges into legacy software, instant automated text logic, it sounds incredibly complex.
SPEAKER_00It does sound like a lot of IT work.
SPEAKER_01Right. I know local business owners who have been trying to redesign their website's about page for three years.
SPEAKER_00We all know someone like that.
SPEAKER_01Are we really supposed to believe that a neighborhood landscaping company can deploy this level of enterprise tech?
SPEAKER_00It's a fair skepticism, but this is exactly where the McKinsey 2026 AI adoption study provides a crucial reality check.
SPEAKER_01What did they find?
SPEAKER_00The technology has matured from custom-built, highly technical projects into plug-and-play software as a service.
SPEAKER_01So it's out of the box ready now.
SPEAKER_00Exactly. McKinsey found that the return on investment for small and medium businesses deploying these agents is typically achieved in just three to six months.
SPEAKER_01That is incredibly fast for an ROI.
SPEAKER_00It is.
SPEAKER_01The sources even outline a realistic three-day implementation roadmap to illustrate how accessible the mechanics have become. It's not a multi-year IT overhaul.
SPEAKER_00Right. Let's walk through that roadmap.
SPEAKER_01Okay, day one is purely about the phones. You route your business phone number through the AI provider system.
SPEAKER_00Just a simple call forward, basically.
SPEAKER_01Yeah. You upload your FAQ document so the AI knows your business rules, and you connect that API bridge to your calendar. By the end of day one, the invisible bleed of missed calls stops entirely.
SPEAKER_00Immediate impact.
SPEAKER_01Right. Then on day two, you tackle the digital front. You embed the chat widget on the website and bind it to your CRM.
SPEAKER_00Which is your customer relationship management software.
SPEAKER_01Basically the digital filing cabinet where you track all customer data.
SPEAKER_00Exactly.
SPEAKER_01Now web traffic is flowing directly into your database.
SPEAKER_00All automatic.
SPEAKER_01And day three is setting up the automation logic. You configure the if, then triggers for instant text replies, the automated appointment reminders, and the post-job review requests.
SPEAKER_00And then three days.
SPEAKER_01In 72 hours, a business goes from a fragile human bottlenecked operation to a system with infinite elasticity.
SPEAKER_00It's a total transformation.
SPEAKER_01But that timeline raises the most sensitive question in this entire deep dive.
SPEAKER_00I think I know where you're going with this.
SPEAKER_01If I am the human receptionist or the dispatch coordinator and this three-day AI rollout happens, what happens to me?
SPEAKER_00The replacement fear.
SPEAKER_01Yeah. Are these businesses just aggressively firing their front office staff to realize these 30% drops in operational costs?
SPEAKER_00It's the first question everyone asks, but the McKinse data points to a highly counterintuitive outcome. Ooh. Employee satisfaction actually increased after these systems were deployed.
SPEAKER_01Wait, really? Increase?
SPEAKER_00Yes. And operational costs dropped not through mass layoffs, but through massive increases in capacity and efficiency.
SPEAKER_01Explain the mechanics of that. How does an employee become happier when an AI takes over their phones?
SPEAKER_00Because the AI took over the robotic, soul-crushing parts of the job.
SPEAKER_01The stuff nobody wants to do anyway.
SPEAKER_00Exactly. Think about what a dispatcher actually does all day. They answer the phone and say, we are open until 5 p.m. They leave voicemails that never get returned.
SPEAKER_01Yeah, that sounds tedious.
SPEAKER_00They manually type names and addresses from a notepad into a database. It is relentless data entry and repetitive friction.
SPEAKER_01I'm getting exhausted just hearing about it.
SPEAKER_00Right. When the Eugenic AI assumes all of that low-level, high-volume work, the human employee is elevated. Elevated to do what? They are freed up to handle the high-value, complex issues that actually require human empathy and problem solving.
SPEAKER_01Oh, like managing a complicated commercial bid.
SPEAKER_00Exactly. Or de-escalating an angry customer. Or strategically planning fleet routes. The AI doesn't replace the human, it removes the friction from the human's day.
SPEAKER_01It stops treating humans like machines.
SPEAKER_00That's beautifully put, yes.
SPEAKER_01That is a completely different way to look at automation. Okay. We have covered a tremendous amount of ground here, so let's zoom out.
SPEAKER_00Let's do it.
SPEAKER_01What we are witnessing is the rapid transition of a technology from novelty to absolute operational necessity. Without a doubt. In 2025, an AI answering the phone was a neat parlor trick. In 2026, it is the standard.
SPEAKER_00It's the baseline now.
SPEAKER_01For you as a consumer, your tolerance for friction is going to plummet. Once you get used to an AI booking your haircut instantly, you are never going to tolerate playing phone tag with a receptionist again.
SPEAKER_00You'll just hang up and call someone else.
SPEAKER_01Exactly. And if you are a business owner or professional, recognize that the early adopters are currently compounding their competitive advantage. The gap between the businesses operating with infinite AI elasticity and those still relying entirely on human bandwidth is widening at an incredible speed.
SPEAKER_00The most vital takeaway from all these sources is that the barrier to entry is gone.
SPEAKER_01It's not just for the Amazons and Walmarts anymore.
SPEAKER_00No. The enterprise-grade technology that is driving 35% growth at Walmart has been completely democratized. It is now entirely accessible and affordable for the local businesses on Main Street.
SPEAKER_01The tech is ready.
SPEAKER_00The tools to stop the invisible bleed are sitting right there.
SPEAKER_01It is a fundamentally new landscape for commerce. But as we wrap up, I want to leave you with one final slightly philosophical thought to mull over, building on everything we've discussed today. Okay, I love these. We have thoroughly established that speed, flawless execution, and zero friction win the day. The data proves it.
SPEAKER_00Ten times more likely to convert. We know the math.
SPEAKER_01Right. But consider this if this technology is so accessible, eventually every business will adopt it.
SPEAKER_00It becomes ubiquitous.
SPEAKER_01Every plumber, roofer, and landscaper will answer the phone in two seconds. Every business will book instantly. Every follow-up text will be perfectly timed. A level playing field of perfect efficiency. Exactly. And when perfect digital efficiency is no longer a competitive advantage, but simply the baseline expectation, what happens next?
SPEAKER_00That is the big question.
SPEAKER_01Does the actual messy, authentic, highly personal quality of the human service become the ultimate premium luxury?
SPEAKER_00It really forces us to ask what we truly value. When all the friction of doing business is automated away, the only differentiator left is the actual craft.
SPEAKER_01Something to keep in mind the next time a flawlessly polite AI books your dentist appointment in three seconds. Thank you for joining us on this deep dive. Keep questioning the systems and the information around you, and we'll catch you next time.