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Fortune
Fortune
Aviv Shamny

AI agents are already driving 10% of revenue for some brands. Is yours invisible to them?

shamny (Credit: courtesy of Limy)

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.

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.

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