"Some commerce will be eaten by AI, some will be immune, and some will be up for grabs by new startups."

According to a16z's AI x Commerce thesis, the old model of commerce, built on clicks, ads, and scale, is collapsing. AI is reinventing shopping into a smarter, faster, and hyper-personalized experience.

Giants like Amazon, Walmart, and Shopify are building AI shopping agents to control the full customer journey. However, startups are moving faster, innovating across five key segments: personalization, commerce ops, commerce infra, generative media, and social commerce.

We mapped 80+ of the most promising startups shaping Commerce 2.0, inspired by a16z’s framework, with funding, founder, and growth details.

Check it out →