RECEIPT #BEN-TH
MAY 10, 2024
PREDICTION BY
Ben Thompson““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.
