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VentureBeat ML · 2026/8/4 14:30:14

Commerce AI has a measurement problem no one is talking about
AI 中文解读
这个新闻讲了个很多人没注意到的大事:AI正在悄悄改变人们的购物方式,但品牌商家对此几乎毫无察觉。过去八成消费者买东西会直接上品牌官网,现在这个比例跌到不足四成,大家买东西前都先去问AI。最麻烦的是,如果AI没推荐你的品牌,你在后台数据里根本看不到这些“消失的顾客”,就像被隐形了一样。现有分析工具只盯着“进了店的人买没买”,却看不见“压根没被AI推荐进来的人”。很多品牌明明网站数据不错,实际市场份额却在悄悄下滑,被谁抢走了都不知道。这意味着消费者以后买东西可能会越来越依赖少数的AI推荐,接触到的品牌越来越局限。而对商家来说,适应这种新规则变得紧急,未来品牌的竞争力恐怕要看“AI怎么评价你”,而不只是产品本身好不好。这场变革才刚开始,谁先理解规则,谁就能抢占先机。
Presented by Rezolve AiMost brands know something is shifting in how consumers find and choose products. What most don't know is how much of that shift has already taken place, where it's happening, or whether they're on the right side of it. That uncertainty is the problem. And the analytics stack most brands rely on isn't built to resolve it.The decision layer has movedIn 2014, 82% of digital commerce started on a brand's website. By 2024 that had fallen to 38%, according to Salesforce research. The journey that used to begin at a brand's front door now begins somewhere else. Increasingly, it begins with a question asked of an AI platform and ends with an answer that shapes the purchase decision before any brand-owned touchpoint is engaged.Consumers are asking AI where to shop, what to buy, and which product is right for them. Bain research shows that four in five consumers rely on zero-click results at least 40% of the time. That means the shortlist a consumer receives from an AI answer engine is, in many cases, the only shortlist they consult. Adobe Analytics recorded over 800% year-over-year growth in AI-driven traffic to retail sites, a signal of how rapidly AI platforms are inserting themselves between brands and their customers.This is a structural shift, not a trend. And it has created a category of commercial loss that most analytics tools are architecturally incapable of detecting.What you can't see is costing youThe gap is this: a brand can have strong onsite conversion metrics and still be losing significant ground in the market, because the customers who never arrived aren't captured in any dashboard. There's no "AI excluded you" event in a session log. There's no abandoned cart entry for a shopper who was told by an AI assistant that a competitor was the better fit.This is different from the SEO problem brands have managed for two decades. With traditional search, absence had a visible signal. You could see your ranking, audit the gap, and act on it. With AI answer engines, absence is invisible by default. The surface doesn't show you what it didn't show the consumer.Sixty percent of searches now end without a click, according to Semrush's 2025 zero-click study. For AI-mediated discovery, that number is structurally higher. The answer is the destination. If a brand isn't in the answer, it isn't in the consideration set, and its analytics will never surface that fact.The metric that isn't being measuredThe commerce industry has developed sophisticated instrumentation for the journey from landing page to purchase. It has essentially no instrumentation for the journey from consumer intent to brand discovery, the layer where AI is now operating.Brands that want to understand their actual competitive position in an AI-mediated market need to ask a different set of questions: How does my brand appear when consumers ask AI for recommendations in my category? What language does AI use to describe my products? Where am I present, where am I absent, and where am I being described in ways that don't reflect my positioning?These aren't marketing questions. They're infrastructure questions. And answering them requires a different kind of audit than anything in the current commerce or marketing toolkit.Rezolve Ai commissioned research across 1,500 US consumers in January 2025 that found the majority of shoppers who use AI for product research make purchase decisions directly from those AI-generated recommendations, without returning to a search engine or brand site to verify. The implication for brands is significant: by the time a consumer reaches a brand's owned properties, the decision may already have been made, or unmade, somewhere else.What comes nextThe brands that will maintain commercial relevance as AI mediates more of the discovery layer are those that develop visibility into it, not just presence on their own platfo
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