TBPN(@tbpn):Shopify President @harleyf says small businesses are benefiting the most from agentic commerce. "The merchants that seem to be benefiting the most from agentic commerce are not the big-box stores. It is the long tail of these specialized independent businesses." "On agentic alone, AI-driven traffic to Shopify stores was up 3x, orders were up 3x, and conversion from our Shopify catalog was 2x more than general AI scraping." "The volume in agentic commerce is small relative to the $116B [in Q2 merchant sales], but the trend and growth is real."

2026.08.05 21:53

Shopify President @harleyf says small businesses are benefiting the most from agentic commerce. "The merchants that seem to be benefiting the most from agentic commerce are not the big-box stores. It is the long tail of these specialized independent businesses." "On agentic alone, AI-driven traffic to Shopify stores was up 3x, orders were up 3x, and conversion from our Shopify catalog was 2x more than general AI scraping." "The volume in agentic commerce is small relative to the $116B [in Q2 merchant sales], but the trend and growth is real."