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11 articles
The Chai · Issue No. 02

AI traffic converts 60 percent better. You barely get any.

Our monthly editorial on agentic commerce. In August, AI-referred shoppers turned out to convert far better than everyone else, and there are still barely any of them.

  • 01AI traffic converts far better than everything else, and there is barely any of it
  • 02MCP goes final, and agent identity is next
  • 03What an AI visit is worth, and how many there are
Overhead photograph of hundreds of identical grey shopping baskets in a grid, with one basket lifted and lit gold as the only full one, representing the small share of AI-referred retail traffic that carries most of the value.
August 2026
Issue No. 02
The Chai
by
AI traffic converts 60 percent better. You barely get any.
How AI is changing what gets bought and sold
MCP goes final
A stateless spec, with agent identity next on the roadmap.
The basket-lift numbers are grocery numbers
Etsy’s agentic traffic stayed under one percent.