AI Agents Could Take U.S. Commerce From 21% Online to 30%+

AI agents could take U.S. commerce from 21% online to 30% or more. According to the author:
- Agents pair expertise with purchases. Nick bought an expensive outdoor TV because Muse explained the risk first.
- Amazon ($AMZN) and Walmart ($WMT) win returns, fulfillment and inventory, and the competition is already over on those vectors.
- This is just a new distribution layer on top of infrastructure they already built.