Agentic Commerce & AI-Powered Shopping

AI-powered shopping agents are emerging as a new commerce channel. LLMs like ChatGPT, Gemini, and Perplexity are increasingly mediating product discovery and purchasing, pulling from reviews, Reddit, and other sources.

Analysis:

A category-defining shift where whoever builds the connective tissue between AI agents and merchant inventory/pricing wins a massive new distribution channel. Incumbents are asleep — retailers don't know how to optimize for AI-mediated commerce. TAM is the entire e-commerce discovery layer.