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Stop obsessing over the "AI Checkout War." 🛑
by Marcel Hollerbach · World of Commerce
Stop obsessing over the "AI Checkout War." 🛑
Whether OpenAI or Google wins the "Buy" button battle doesn't matter (yet). On-platform AI checkout so far is a rounding error in the world of commerce.
The Reality Check:
Scale: Google has the edge (1B+ users and 50M+ wallets), but the market is tiny.
Math: Only 0.1% of US e-commerce happens on AI platforms today.
Future: By 2029, all AI platforms combined still won't outsell the Dollar Tree (1.7% market share).
The real AI revenue so far is in referrals platforms driving high-intent traffic back to your site and app, which is (for commerce) best influenced through high quality product data.