The Death of Search: How Shopping Will Work In The Age of AI
Show Notes
The web is unhealthy, and AI agents are about to rewrite how we shop.
In this episode, a16z General Partner Alex Rampell and Partner Justine Moore explore how AI agents will change commerce and the implications for Google’s business model, affiliate marketing, online shopping, and more.
Timecodes:
Introduction
The Role of AI Agents in Commerce
Affiliate Marketing & Impulse Buys
Observing Consumer Behavior & AI
Dynamic Pricing & E-commerce Trends
Online vs. Offline Shopping Behaviors
The Challenge of Attribution in Commerce
Aggregators, Brands, and Business Models
Trend Cycles & Single SKU Retailers
Google, Search, and the Freemium Model
The Unhealthy Web & Commercialization
Video Reviews & Trust in Commerce
The Costco Model & Consumer Trust
AI’s Impact on Different Types of Purchases
The Future: Specialized Shopping Agents
Opportunities for New Durable Companies
The Merchant Side: Infrastructure for AI Agents
Resources:
Read the article: http://a16z.com/ai-x-commerce/
Find Alex on X: https://x.com/arampell
Find Justine on X: https://x.com/venturetwins
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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
Stay Updated:
Find a16z on X
Find a16z on LinkedIn
Listen to the a16z Show on Spotify
Listen to the a16z Show on Apple Podcasts
Follow our host: https://twitter.com/eriktorenberg
Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
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