AI-referred shoppers convert 60% better and spend 53% more per visit, a16z charts show
a16z · x · 2026-11-02
a16z's Charts of the Week cites Adobe and J.P. Morgan (10.27.26) data showing AI-referred shoppers are high-value traffic: conversion up 60%, revenue per visit up 53%, and bounce rate down 34% versus other online shoppers, with AI-referred traffic growth reaching 269% Y/Y.
The same issue notes that AI job-loss FUD is fading: Microsoft's buyout offer to 60,000 employees ($10B if fully taken) wasn't blamed on AI, explicit AI-related layoff announcements hit yearly lows in Aug–Sep, and Indeed data shows SWE and engineering job postings continuing to climb.
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