Olivia Moore(@omooretweets):Data from @Shopify's earnings call on AI's impact on commerce 👇 TL;DR - the time to optimize your product for agents is now -3x YoY increase in AI traffic + AI-originated orders -AI-referred new buyers convert at 2x order rate - 75% of AI-referred orders were in long tail categories (outside top 100) - LLM-referred visits are 2.5x more likely to send users to a specific product page vs. non-AI search

Olivia Moore

@omooretweets

Partner @a16z and twin to @venturetwins | Investor in @gammaapp, @happyrobot, @krea_ai, @tomaauto, @partiful, Salient, @scribenoteinc, @lassieai, @meetarc

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Olivia Moore@omooretweets

2026.08.06 15:37

Data from @Shopify's earnings call on AI's impact on commerce 👇 TL;DR - the time to optimize your product for agents is now -3x YoY increase in AI traffic + AI-originated orders -AI-referred new buyers convert at 2x order rate - 75% of AI-referred orders were in long tail categories (outside top 100) - LLM-referred visits are 2.5x more likely to send users to a specific product page vs. non-AI search