互联网 - 追踪迈向约 3850 亿美元代理商务的路径-Internet-Tracking the Path to ~$385bn of Agentic Commerce

Summary of Key Points from the Conference Call Industry Overview - The focus is on the Agentic Commerce sector, which is projected to reach approximately $385 billion by 2030, with agentic GMV expected to be around $190 billion in the base case scenario [3][6]. Core Insights 1. Adoption Rates of AI Platforms: - 45% of U.S. respondents reported using ChatGPT, 32% used Gemini, and 22% used Meta AI in the past month, indicating that adoption is still in its early stages [4][8]. - The adoption of broader AI platforms is 2x-6x higher than that of retailer-specific AI shopping assistants like Amazon Rufus and Walmart Sparky [8][10]. 2. Commercial Behavior: - 53% of ChatGPT users and 46% of Gemini users engaged in price research on these platforms, while around 50% of users of retailer-specific AI tools did the same [18][19]. - 30-40% of AI platform users reported making purchases based on AI recommendations, with 36% of ChatGPT users having made a purchase through the platform in the past month [25][28]. 3. Leading Purchase Categories: - The early leading categories for purchases through AI platforms are groceries (49%) and household products/CPG (41%), indicating a significant opportunity for growth in these areas [30][32]. 4. Generational Adoption Trends: - Younger cohorts (under 34) are driving the adoption of AI tools, with over 60% of this demographic using ChatGPT, compared to 35-40% for Gemini [12][16]. Additional Important Insights - The report emphasizes the need for innovation to drive consumer behavior changes and product development in the agentic commerce space, particularly looking ahead to 2026 [2][3]. - The potential for grocery and CPG products to unlock significant market opportunities is highlighted, as these categories are expected to contribute 19% of the total agentic commerce spend by 2030 [30]. - The report also notes that while adoption is currently limited, the uptake of retailer-specific AI tools like Walmart's Sparky has been surprisingly positive, showcasing the capabilities of these platforms [9]. Conclusion - The agentic commerce sector is poised for substantial growth, driven by increasing adoption of AI platforms and changing consumer behaviors. The focus on groceries and household products as leading categories presents a significant opportunity for retailers and tech companies alike. Continued innovation and product development will be crucial in capturing this emerging market.