Meta reports early AI shoppers spending over $200 per purchase. Meanwhile, Google, Shopify and Etsy are reshaping how brands advertise, create and sell. Here are four AI commerce developments worth knowing.
Meta's latest numbers suggest AI-assisted shopping is moving beyond experimentation.
Meanwhile, Google is expanding AI-powered ad bidding, Shopify is making creative production easier, and Etsy is drawing a line on AI-generated product imagery.
Here are four developments worth knowing.
Meta says more than 25% of its early Muse users are shopping through the AI assistant, with an average purchase exceeding $200.
Why it matters: AI shopping is becoming a real transaction channel, not just another way to discover products.
Google is bringing Smart Bidding Exploration to Performance Max and Shopping campaigns, helping advertisers explore additional opportunities through automated bidding.
Why it matters: Ecommerce teams may be able to find incremental conversions, but will need to watch profitability closely.
↗ Read the announcement coverage
Shopify's Sidekick can now generate images with transparent backgrounds, including illustrations and graphics for online stores and marketing campaigns.
Why it matters: Another small but useful step toward faster, more accessible creative production for commerce teams.
Etsy now requires at least one unedited photograph of the actual product in most listings and is strengthening its rules against misleading AI-generated content.
Why it matters: AI can make content production cheaper, but retailers still need to protect authenticity and customer trust.
Meta's Muse numbers caught my attention.
More than 10 million people have set up a Muse agent in the US and Canada.
And shopping is already its most common use case.
These are early adoption figures, and purchases include categories such as travel. But they suggest people are becoming comfortable letting AI help them buy.
For brands, that raises three interesting questions.
The next big battle in ecommerce might not be about getting customers to your website.
It might be about getting AI to choose your brand.
Ask ChatGPT, Gemini and another AI shopping assistant to recommend five products in your category.
Check which brands appear, what information gets used, and whether the recommendations are accurate.
Your next customer might never start their shopping journey on your website.
DEAISY
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