Shopify CEO Tobi Lütke says agentic commerce will grow the market, not replace it

Shopify CEO Tobi Lütke estimates that agentic commerce could replace 20% to 50% of current commerce while growing the total market by about 50%.

He cites project-based purchases, such as ordering 3D printing supplies for delivery by Friday, as mostly new demand that would not happen without AI.

The post's author, reported through an X account, adds that differentiated, carefully crafted shopping experiences will grow, while undifferentiated stores and platform marketplaces will struggle. The reporting gives Lütke's figures as estimates and includes no supporting data for them.