To set the stage on Pinterest’s overall positioning, AR is one of many initiatives as it continues to enjoy sizable growth inflections and Wall Street performance (similar to Snap). Is there room for specialty players in business verticals, or in horizontal use cases like shopping? If so, a clear candidate for “camera commerce” is increasingly becoming evident: Pinterest.ĭata Dive: Google Lens Recognizes 15 Billion Products This is a key metric as it defines Lens’ breadth of utility.īut visual search may not be a winner-take-all market, nor one that is Google-dominant. Speaking of Lens, Google disclosed at Search On 2020 that the search tool now recognizes 15 billion products This is 15x growth in two years, given the December ’18 announcement that it recognized one billion products. One place this takes form is Google Lens. But what we’re talking about here is pointing your smartphone camera at an item to contextualize what it is, or where you can buy it. It’s also naturally monetizable and Google is highly motivated to make it happen.Īs background, visual search has dual meanings including reverse-image search on Google desktop.

Its utility and frequency mirror that of search, while it carries a relatable “search what you see” proposition.

One of our longstanding picks for potential AR killer apps is visual search.

Pinterest visual search