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The $9 Trillion Blind Spot: Why Most E-Commerce Leaders Are Unprepared For AI Agent Traffic [Forbes]
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US:NASDAQ Investor Relations: phx.corporate-ir.net/phoenix.zhtml%3fc%3d97664%26p%3dirol-irhome
But here's the problem: That debate is already outdated. AI agents aren't coming to e-commerce. They're already here . And most businesses have no idea what's happening on their own digital properties. According to recent analysis by my company, DataDome, AI agents now account for 10% of verified bot traffic, with 64% of those agents hitting form pages—clear signals of commercial intent. Yet many e-commerce leaders remain unaware of this shift, largely because their analytics tools weren't built to distinguish AI agents from generic bot traffic. While companies argue over access policies, AI agents are already navigating their product catalogs, evaluating their checkout flows, and making recommendations that shape billions in purchasing decisions. The real question isn't whether to allow AI agents; it's whether you can afford to remain invisible to them. The Commerce Shift Is Already Underway The numbers tell a story that most executives haven't yet processed. Ark Investm
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