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The Chai

Agentic commerce, steeped monthly. The signal on AI in commerce, minus the hype, in one sharp read on the platforms, launches and moves reshaping how people buy.

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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.
Issue No. 02 · August 2026

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

AI-referred shoppers convert 60 percent better and spend 53 percent more per visit. There are still only a few hundred thousand of them a month.

Second edition · August 2026 · 12 min read
Read Issue No. 02 Subscribe free
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The archive

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Two issues are live, with a new edition steeping every month.

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.
Issue No. 02 · August 2026
AI traffic converts 60 percent better. You barely get any.
The Chai, Issue No. 01
Issue No. 01 · July 2026
Agent checkout went live. The rules for it did not.
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