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OpenMarkets & Economy· Tier C · not scored· not scored

Tom predicts that the $7.5 trillion US retail market will not be dominated by a single commerce model.

On Lenny's Podcast · unverified speaker · Lenny's Podcast · Aug 2, 2026

Retail is a $7,500,000,000,000 industry in The US, though, so I don't think it's a, like, winner takes all thing.

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disputable

No single commerce model (e.g., agentic, live, traditional ecommerce) captures more than 50% of US retail spending by 2035.

Target: Aug 3, 2035Dispute this

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