Shopify's President argues that unlike ad-driven search, agentic commerce uses a user's deep contextual history to surface the best products. This merit-based system gives smaller, specialized brands an advantage over large incumbents who traditionally dominate through advertising spend.

Consumers use AI tools like ChatGPT for product discovery, receiving relevant brand recommendations they were previously unaware of. This lengthens the consideration phase, creating a new battleground for marketers in the middle of the funnel.

With the rise of AI-driven agent search, consumers use conversational prompts ('What should I pack for Greece?') instead of simple keywords. To appear in these results, brands must shift from keyword optimization to tracking data on sources, sentiment, and contextual relevance to avoid becoming invisible.

To survive the threat of AI commoditizing services, businesses must build a strong brand. The goal is for customers to ask for your company by name (e.g., "Alexa, send me a Pizza Hut") rather than a generic request ("send me a pizza"), making you a destination, not an option.

Shopify's Harley Finkelstein argues agentic commerce will make SEO obsolete. Instead of brands gaming search rankings, AI will recommend products based on merit and a user's personal context history. This shift could level the playing field, allowing smaller, high-quality brands to be discovered more easily.

Brands are losing business because AI tools recommend competitors. The critical first step is to systematically query engines like ChatGPT and Claude with common buyer prompts. Compiling the results into a report reveals gaps and creates the urgency needed to secure buy-in from leadership to address them.

Generative AI changes brand discovery from a budget-driven game to one based on relevance, credibility, and usefulness. This levels the playing field, allowing smaller, more agile brands to compete with larger incumbents who traditionally relied on massive ad budgets.

As users make longer, more complex queries, Google's AI Overviews create commercial moments earlier in the customer journey. A search about flying with a pet can generate an ad opportunity for a cat carrier, allowing brands to be discovered in a new, exploratory context.

Don't just focus on ranking for broad, initial LLM queries like "best CRM platforms." The real conversion opportunity lies in the highly specific follow-up questions users ask, which reveal their true context and intent. Brands must ensure they appear in these refined, long-tail answers to get chosen.