Qualtrim(@qualtrim):Agentic commerce is a bloodbath for the middlemen Everyone's hyped about AI that buys stuff for you. But think about what gets skipped. No Google ad gets clicked. No Pinterest board gets scrolled. Nobody opens Booking com. The agent just buys the thing. YTD: The Trade Desk -66% Chewy -44% Pinterest -31% Booking -23%

Qualtrim

@qualtrim

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Qualtrim@qualtrim

2026.09.23 19:22

Agentic commerce is a bloodbath for the middlemen Everyone's hyped about AI that buys stuff for you. But think about what gets skipped. No Google ad gets clicked. No Pinterest board gets scrolled. Nobody opens Booking com. The agent just buys the thing. YTD: The Trade Desk -66% Chewy -44% Pinterest -31% Booking -23%