CommentaryMarch 2026 · 5 min read

The Stakes: Forecasts Put $750 Billion in Revenue Through AI-Powered Search by 2028

By Golara Serio, Co-founder & CEO

A CMO with twenty years of brand equity and top-five Google rankings saw how often AI left her brand off its shortlists. She didn't say anything for thirty seconds.

$750B
US consumer revenue projected through AI-powered search by 2028 (McKinsey)

She pulled up the scan results and turned the screen toward me.

Twenty years of brand equity. Top-five Google rankings for every major category keyword. Ad returns holding steady. Click-through rates trending up. By every metric she tracked, the brand was performing.

Then she saw how often AI assistants left her brand off their shortlists in her own category. It happened again and again.

"We've been playing the right game. Just not the current one."

She didn't say anything for about thirty seconds.

The invisible gate above your funnel

A buyer types "best waterproof hiking boots for the Pacific Northwest" into ChatGPT or Perplexity. They don't get ten blue links. They get three brands.

The AI assistant sums up the category and hands back a shortlist. If your brand isn't on it, the buyer never reaches your funnel. That isn't a lower click-through rate. It is complete absence.

The buyer closes the chat, opens a new tab and types the first brand name they were given. They are already in a competitor's checkout. Your site never comes up.

This brand had spent two decades building Google authority most companies would envy. None of it showed up in the answer that made the first cut.

Why a newer brand was showing up instead

A few weeks later, we looked at a different brand. Smaller, newer, less heritage. AI assistants named it far more often.

Size and marketing spend did not explain the gap. What we could see was a difference in the product pages. The newer brand's descriptions were dense with specific facts: waterproof ratings, weight per boot, width, sole material, terrain. The older brand's pages leaned on mood and story.

The old game rewarded brand voice and emotional resonance. The new game rewards plain, specific facts.

The first brand had beautiful copy. The second brand had facts a buyer's question could be matched to. We can observe that difference. We can't prove it is the cause.

The scale of what's shifting

McKinsey's 2025 research found that half of consumers already use AI-powered search. It projects $750 billion in US consumer revenue will flow through AI-powered search by 2028.

A separate McKinsey analysis projects AI agents could handle $3 to $5 trillion in global consumer purchases by 2030. Adobe Analytics reported a sharp rise in traffic to US retail sites from generative AI sources over seven months in 2024 and 2025.

$750B
US consumer revenue projected through AI-powered search by 2028 (McKinsey 2025)

The shift is already happening. It is speeding up.

Most brands still measure the old game: traffic, rankings, click-through rates. Those still matter. But they come after a decision that has already been made. If the AI shortlist leaves you out, the buyer never reaches the page you've been tuning.

A February 2026 study from Parcel Perform found most brands were missing from ChatGPT answers in their category. The brands that did appear converted at three times the rate.

The AI shortlist is already deciding who gets your buyers' attention. Are you on it? Explore the research →

The gap keeps growing

Some brands are on AI shortlists now. Each week they keep showing up, as models update and buyers keep asking. The brands left out risk falling further behind with every cycle.

This does not fix itself. A good product and loyal customers do not, on their own, put you on the shortlist. What closes the gap is visible only if you measure it.

You can't measure the past. You can only start measuring now.


See where your brand stands

Most brands that measure AI visibility for the first time are surprised by at least one finding. It might be a rival named where they expected to be. It might be one AI assistant naming them while another doesn't. It might be a narrower set of sources behind the answers than their search presence suggested.

The first step is knowing where you stand.


See where your brand stands.

An AI Presence Audit shows whether AI names you, and who it names when it doesn’t.