This article is not about AI search hype. It's about a structural shift in how commercial decisions are made.
Black Friday 2025 marked a clear inflection point for AI-driven commerce. According to figures cited by Forbes, supported by Adobe and Salesforce, AI shifted from experiment to structural force.
Three key figures we’ve seen changing the market are:
- Adobe reported that that AI-driven traffic to US retail websites was 805% higher than the year before.
- Salesforce observed $14.2 billion in global online revenue influenced by AI agents, with $3 billion in the US directly driven by them.
- Across Cyber Week, AI influenced $67 billion of the $336.6 billion in total global online sales about one-fifth of all digital spending.
In short: AI agents are now embedded in the buy button.
Yet many marketing organisations still operate on an outdated model:
search → compare → click. Dashboards, funnels and KPIs are built around that logic. But the customer journey is rapidly shifting to:
ask your assistant → it decides for you.