We've Got Receipts

    — Topic —

    E Commerce

    2 receipts tracked

    — Filed —

    2 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.

    AIe-commerceAdvertising

    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.

    consumer-behaviore-commerceinfluencer-marketing