Goldman Sachs Maps the Agentic AI Shopping Era: $2.6 Trillion in Consumer Spending Set to Be Rewritten, Payment Networks Emerge as Winners

Goldman Sachs has predicted a significant shift in consumer spending with the emergence of Agentic AI, estimating $2.6 trillion in spending to be rewritten. This development is expected to impact various industries, including retail and finance, with payment networks poised to benefit from the changes.

The rise of Agentic AI is likely to transform the social commerce landscape, enabling more personalized and streamlined shopping experiences. As a result, businesses that adapt to these changes, particularly those in the payment networks sector, are likely to thrive in the new era of AI-driven commerce.