Gemini's 950M MAU: Retail PMs View This Through a 'Store Coverage' Lens

Google Gemini app has 950 million MAU, with DAU growing to 3x its original level—putting these two numbers together feels a lot like the relationship between "store count" and "sell-through rate" in retail. As a product manager who worked on smart replenishment and pricing at Hema (Freshippo), my first reaction wasn't cheering, but wanting to break it down: Are those 950 million users just "opening a cabinet" or actually "walking around inside," and what kind of "shelf strategy" did Google use to pull people in?