Shopify: AI-driven traffic up 8x YoY, AI-search orders up 13x — and it converts better
venturetwins · x · 2026-11-12
From the a16z B2A thread: Shopify saw AI-driven traffic to its stores grow 8x YoY in Q1, with orders from AI searches up 13x. The traffic quality is high — AI-referred visitors stay longer, bounce less, and convert better. A Similarweb chart shows the share of US desktop shopper journeys visiting AI before checkout rising from 4.5% (Jul 2024) to 11.4% (Jun 2026).
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