The AI Shopping Market Map

Premium Analysis

The e-commerce funnel is collapsing. What took five steps across multiple sessions, discovery, research, comparison, decision, purchase, now happens in a single conversation. An AI agent finds products, compares options, checks inventory, verifies prices, and completes the purchase without the user ever leaving the chat window.

This isn’t evolution. It’s a phase change.

McKinsey projects agentic commerce could capture $3-5 trillion in global retail by 2030. Adobe reports AI-driven traffic to U.S. retail sites grew 805% year-over-year on Black Friday 2025. The question is no longer whether AI will reshape shopping. It’s who will own the new commerce layer.

This market map breaks down the players, protocols, partnerships, and power dynamics defining this transformation.

Below is a recap of the full analysis!