Latest / Retail Media Breakfast Club
AI Is Clicking Your Ads (And Wasting Your Budget) — The Hidden Retail Media Crisis
Today I'm unpacking a blind spot that completely changed how I’m thinking about AI’s impact on retail media. Recently I’ve been talking a lot about the long-term threat of agentic commerce — fewer ad surfaces, weaker first-party data— but there’s a more immediate issue already happening right now. AI agents are actively browsing retail sites, clicking around, and triggering ad impressions… without a human ever seeing a single ad.
I walk through how this is quietly distorting ad metrics, inflating performance data, and concerningly, corrupting the behavioral signals that power retail media…
The skinny
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