Oddly busy day here in Agentic Shopping Land, letās jump in!
Adobe: GenAI Details for Prime Days, Day 1:
As we reported back on Monday, Adobe is watching the Prime day shopping event that runs 7/8-7/11 very closely and had a prediction of 3,200% increase in GenAI traffic to their retail audience.
This am, Adobe is out with an update. Are you sitting down?
For July 8, the first day of Prime Days, GenAI traffic to retailers is up 4,100% y/y - yep, thatās 42X!!!
I process information graphically and whipped up this illustration:
Additional Prime Day Nuggets
Sales were $7.9b representing 9.9% y/y growth, a bit off pace from their overall prediction (28.4%). Remember they donāt capture Amazon sales in their observed data, so this is more knock-on effect from Prime is how I think about it.
This is the biggest day of 2025, surpassing Thanksgiving 2024.
Top categories were: appliances, electronics, tools+HI, H+G, furniture, apparel and toys.
Stay tuned for more news as we get it.
Perplexityās Comet āļø appearing today?
If you recall, our prediction is that Perplexity will use the launch of their agentic browser to further enhance their Agentic Shopping capabilitiesā
Here at Retailgentic HQ, weāve been on pins and needles waiting for news on when this is going to dropā¦.
Comet trailer
On Tuesday, the Comet X account dropped this awesome āteaser trailerā:
Aravindās salty hints
Next, over on Perplexity CEO Aravind Srinivasā X account (a must follow!), he basically says that Comet is coming today, 7/9/25:
Then in typical Aravind style, he throws shade at the Google chrome account and drops the gauntlet to āsee you tomorrowā.
Weāll keep an eye on this and our commitment is to give you the best and deepest recording on what this means for agentic shopping. Stay tuned!
NVIDIA Cracks $4T Market Cap
Disclosure: I own NVIDIA in a personal account.
Since most of the big AI companies are private, the best way for Wall St to ātradeā AI is NVIDIA. Today at around 9:40 the stock crossed $163.90 which gives it an all-time high and makes it the first company to achieve a $4T market capitalization.
The crazy thing: weāre still really early in this cycle. Can we see a $10T market cap NVIDIA? Nothing is off the table any more.