The short version

Ben Thompson predicted on May 10, 2024: ““I feel like a bunch of new very big successful companies will be created in AI-powered e-commerce.”” Verdict: Still evolving. There has been a surge of AI-native e-commerce tools and companies. Venture-backed startups are building AI-driven product discovery, recommendation, and "agentic checkout" flows. However, few of these AI-powered e-commerce startups have yet reached…

Prediction by

Ben Thompson

On May 10, 2024

““I feel like a bunch of new very big successful companies will be created in AI-powered e-commerce.””

Follow-up

There has been a surge of AI-native e-commerce tools and companies. Venture-backed startups are building AI-driven product discovery, recommendation, and "agentic checkout" flows. However, few of these AI-powered e-commerce startups have yet reached “very big” scale. The outcome is directionally correct, but the “very big” part is still playing out.

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