Aug. 8 at 7:51 PM
AI agents could reshape the internet’s money flow.
ARK estimates AI agents could control
$8T+ of global online consumption by 2030.
Here’s the shift:
• AI agents: ~2% → 25% of digital transactions by 2030
• Search advertising is already a
$350B market, led by
$GOOGL, while
$AMZN dominates key commerce verticals
• AI search could explode from ~10% → 65% of global search traffic within five years
The bigger story isn’t just AI replacing search.
It’s AI becoming the decision-maker between consumers and businesses.
If that happens,
$GOOGL and
$AMZN could face one of the biggest shifts in digital commerce yet.
I suggest you read my article over them. It is entirely free. You may be able to get some insight
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