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AI shopping agents

ARK Invest, Big Ideas, 2026, published 2026-01-21

AI Agents should capture an increasing share of digital transactions—from 2% of online spend in 2025 to ~25% by 2030.

Verdict

Not graded yet.

idea: The AI Consumer Operating System
target year: 2030
metric: AI agent share of online spend
value: 25
unit: percent
subject: AI shopping agents
page: 29
confidence: high
note: Headline: AI agents could facilitate more than USD 8 trillion in online consumption in 2030.