AI Is Real. Agentic Shopping May Not Be.
The wave is real. Not everything riding it is. The organizations that win identify which AI capabilities will fundamentally change how they compete. Identifying the paradigm shift is the skill. Anyone can chase the fad.
AI is real. The productivity gains are real. The capability shift is real. The organizations that learn to use it well will compound that advantage for years.
But not every application built on AI is a paradigm shift.
Agentic shopping is getting a lot of attention right now. The premise: hand your credit card to an AI, products show up. The market will decide, but that one feels off to me. Shopping has entertainment value. Discovery has value. The friction isn't always the enemy.
I've watched this sequence play out across every technology wave. The comparison shopping wave was real. Not every price engine survived it. The ecommerce wave was real. Not every platform built for it lasted. The wave validates the thesis. Not every boat riding it reaches shore.
The organizations that win aren't the ones that chase every AI application. They're the ones that identify which capabilities will fundamentally change how they compete and build around those. Everything else is noise.
Identifying the paradigm shift is the skill. Anyone can chase the fad.