4 AI Business Trends to Watch
4 key AI trends reshaping business: traffic shift, agent management, ROI focus, and AI-native growth. Insights for forward-looking investors.
“AI Disruption” Publication 10100 Subscriptions 20% Discount Offer Link.
I have always said that the next major wave of opportunities in AI will undoubtedly emerge at the application layer. I am deeply convinced of this. Historically, every major technological revolution has followed the same pattern without exception.
That said, we must also acknowledge that investing in the application layer is far more difficult than investing in the foundational layer. As investors, we need to be much more selective.
Because technology is evolving extremely rapidly, we are still in the very early stages of AI applications. Some companies will ultimately benefit, while others are likely to face serious threats.
Insight One: A Massive Shift in Traffic Structure!
During this earnings season, Shopify’s(SHOP 0.00%↑) management stated that AI-driven traffic to Shopify stores grew 8-fold year-over-year this quarter, with related orders surging 13 times. Adobe’s earnings call also mentioned that during the 2025 holiday season, AI delivered 7 times more traffic to retail websites, with AI Agents playing a key role in driving exposure.
More importantly, a critical set of data comes from the cybersecurity company Cloudflare(NET 0.00%↑). The chart below shows the proportion of machine versus human traffic in North American internet access. According to the latest figures, machines now account for 68.4% of traffic, significantly surpassing humans. This is North American data; globally, as of early June, bot traffic has already surpassed human traffic for the first time in history. Undoubtedly, this ratio will continue to rise. Alex Blania, CEO of Tools for Humanity, boldly stated that in the future, 99.9% of internet traffic will be driven by AI.
