— Topic —

    E Commerce

    3 receipts tracked

    — Filed —

    3 receipts on E Commerce

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    RECEIPT #BEN-TH

    MAY 10, 2024

    Story still evolving.

    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.

    RECEIPT #COLIN-

    APR 28, 2026

    Too early to tell.

    PREDICTION BY

    Colin Jeavons
    But there's no question that a well-intentioned influencer with high integrity and testing the products they recommend is going to drive higher sales and conversions of those products than someone that's just, you know, switching left on every product that they put in place. But you know back to the bottom line the bottom line is are consumers going to like it? Will they already do and you know will they consume more of it? I think will and will they end up buying more products? I think they will.

    FOLLOW-UP

    Filed for tracking. Outcome to be evaluated as the timeline plays out.

    RECEIPT #COLIN-

    APR 28, 2026

    Too early to tell.

    PREDICTION BY

    Colin Jeavons
    And you know because it's easy to forget everybody's a publisher. There are 300 million influencers. I don't know the number of above 10,000 followers, but it's tens of millions of them have tens of thousands of followers. And they can be very vertical. You know, it's I'm on the angling, I'm on travel, I'm on fashion, I'm on beauty. And there's always brands within those different verticals of followers that are looking to ways to influence consumers. And you know, let's not forget as consumers, I want to know the new products in in the space that I'm passionate about, whether it's photography, angling, fashion, and you know, that's the history of publishing in the in the last 300 years. So, you know, I see that it is evolving. There are platforms really sprouting up to make that world more simple. We've made a couple of bets in the sector ourselves. We may not be 100% correct, but all boats will 100% rise in that consumers will discover more. Influencers will show more and consumers will also buy more.

    FOLLOW-UP

    Filed for tracking. Outcome to be evaluated as the timeline plays out.