The great AI commerce startup opportunity, according to top Andreessen Horowitz investors

Headshot of a man with a blue sweater alongside a woman with a white button down blouse (Credit: Courtesy of Andreessen Horowitz)

Earlier this week, my colleague and Term Sheet lead author Allie Garfinkle wrote about a young AI-powered shopping startup called Phia that helps consumers find the best prices on a fashion product in an instant, whether new or used. Earlier this summer, I wrote about the launch of the AI-powered fashion styling app Daydream too.

As a self-admitted commerce nerd who has reported closely on e-commerce since 2013 (in tons of articles, yes, but also in book, podcast, and onstage interview form), the rise of companies big and small that are using generative and agentic AI systems to innovate in and around consumer purchasing decisions has been a breath of fresh air.