AI and the Rise of Agentic Commerce

Yeah, and I think, you know, Peter, you're the numbers guy.

You know, we want to be signal over noise here and not just focus on the headlines.

So let's start with the 59 because this isn't a rounding argument.

It's the same data, two sentences, but a completely different feeling.

Yeah, exactly.

I think one of the interesting thing about this is that Salesforce, they measured retailers that were running their own branded shopping agents over the holidays.

And they said, hey, they're growing faster.

And that sounds great.

And that's the line item in the Wall Street Journal and that's everywhere.

But I would say the honest way to say it was be that, hey, 6.2% versus 3.9.

So it's a two point gap, roughly.

So the way that they've sold it is great.

The relative leap, right, between that 3.9 to 6.2 feels huge when you say, hey, relative growth.

But in reality, it's not that big.

So if you lead with the points, the percentage kind of becomes a footnote and the whole story sounds less exciting because a lot of times those companies that are adopting these things first, like agentic commerce, they're already growing faster anyway.

So is that the actual cause? No.

Yeah, they're using agentic commerce in their business should be the real headline, not 59%.

And then the second one I think is Adobe, right?

Yeah, Adobe reported AI referred traffic up 393% in the first quarter and 693 across the holiday season.

Huge gains.

Amazing.

AI searches killing SEO.

It is the thing.

But what they didn't report was we're coming from a baseline of effectively zero.

There was no AI-related search very much, or at least it wasn't measured until now.