Receipt

    Filed April 28, 2026

    Too early to tell.

    The short version

    David Berkowitz predicted on January 15, 2026: “Not everyone needs to buy everything through AI for it to become a healthy sales channel. This year, many of the sources of friction are going away. Consumers may be surprised at first that they can buy that weather-sealing tape without leaving the conversation. Soon enough, they'll expect it.” Verdict: Too early to…

    Prediction by

    David Berkowitz

    On January 15, 2026

    Not everyone needs to buy everything through AI for it to become a healthy sales channel. This year, many of the sources of friction are going away. Consumers may be surprised at first that they can buy that weather-sealing tape without leaving the conversation. Soon enough, they'll expect it.

    Follow-up

    Made at NRF 2026 as in-chat checkout was just rolling out across ChatGPT (Instant Checkout), Perplexity (Shop with Pro), and Amazon Rufus. The thesis is testable through 2026–2027: does conversational commerce hit a "healthy sales channel" share, or stall like Alexa shopping did?

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    From the High Caliber AI network — see the AI for PR module in the course.