AI-agent purchasing market may grow 100-fold, but its size remains unknown

The market for purchases made through AI agents is still at an early stage, and its current size and payment volume remain unknown. One forecast is that the category could grow 100-fold over the next year, though this is an expectation rather than a measured estimate.

AI agents are already being used to make purchases such as booking flights through a terminal, but a more familiar interface may be needed for mass adoption. Instinct is building an agent interface on top of iMessage, while Muse is seeking to drive conversions and purchases through its agent.

The market could ultimately be larger than e-commerce was at its start because agents are faster, can make more payments and may be more efficient. However, which interface will become mainstream remains uncertain.