The Business Models for AI Shopping
When AI agents handle shopping, who captures the value? The answer depends on where you sit on the journey and what you control. Four distinct models are emerging — each with different economics, different risks, and different bets on the future.
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The AI Shopping Market Map
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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.
