Twice a year, Benedict Evans publishes his definitive macro trends presentation to answer a simple question: what’s actually changing, and what does it mean? His latest analysis argues that AI is becoming a foundational computing layer, reshaping discovery, advertising, commerce architecture, and enterprise operations across every industry. For retailers, this shift extends far beyond chatbots. AI agents will transform how consumers discover products, how media and advertising drive demand, and how commerce platforms must evolve to become machine-readable and composable. In this data-driven session, Benedict will separate signal from noise, helping retail leaders understand which AI trends will matter most – and how to position their organizations for the next wave of platform and commerce transformation.