AI agents are already driving 10% of revenue for some brands. Is yours invisible to them?
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I'm a 28-year-old founder, tracking nearly a billion agent interactions. Here's why the $1 trillion agentic commerce shift isn't coming — it's here.
This morning, I asked OpenClaw to buy me a pair of running shoes. I didn’t open a browser or walk into a store. I didn’t search for brands. I didn’t compare prices on half a dozen websites. I simply texted my AI agent to send me new running shoes, and it did all the work autonomously, from discovery to execution. I didn’t even have to tell it my shoe size.Recommended Video That, in a nutshell, is agentic commerce and while McKinsey projects it will drive up to $1 trillion in US retail revenue by 2030, it’s already transforming the e-commerce battleground, today. As Target’s traffic from ChatGPT is growing 40% month-over-month, I’m already seeing some customers attribute 10% of their revenue to agentic channels — from first prompt to final transaction. That’s the full customer journey brands must now own — end to end. The Death of the Front Door For decades, the shopping journey had a front door. Platform visibility, ad spend, search ranking: all of it depended on a shopper arriving somewhere before they could buy anything. Whoever owned that destination owned commerce. That era is ending. Today, when I ask ChatGPT, Gemini, Claude, or Perplexity for a running shoe recommendation, I am effectively delegating the entire discovery process to an AI agent powered by large language models (LLMs). My AI agent decides which products to surface — and which products never get seen at all. There’s no sponsored listing, no search rank, no destination. With the execution layer rapidly c...