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Reddit Steps into AI-Powered Commerce

21 Feb 2026

Transcription

Chapter 1: What is Reddit's new strategy for AI-powered commerce?

0.031 - 21.583 Jaeden Schafer

Reddit is taking a huge step into AI powered commerce. Now, this is an interesting story. Reddit feels like one of those companies that, of course, is a legendary online company, but has definitely had to make some adjustments and shift due to AI. We had just last year, their CEO came out and said that AI bots were not a net driver of any sort of traffic to Reddit.

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21.563 - 32.279 Jaeden Schafer

And then we have, of course, a lot of these pivots and moves where they're selling their training data to companies like Google and OpenAI for, you know, multi hundred million dollar deals for training data.

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32.299 - 49.324 Jaeden Schafer

So it seems like Reddit, you know, is a company that has went public, is really trying to capitalize on AI, but they're trying to thread the line of not, you know, doing dead internet theory and making everything on the internet just AI, right? Because they have a social media platform that really relies on real humans sharing real experiences. So there's an interesting balancing act.

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49.384 - 52.969 Jaeden Schafer

It feels like Reddit has to play But that doesn't stop them from rolling out new products.

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Chapter 2: How is Reddit integrating AI into its search experience?

52.989 - 73.134 Jaeden Schafer

They have a brand new step into AI-powered commerce that I think is fascinating. And they've just shared a bunch of the numbers, which are honestly absolutely mind-blowing. So I want to get into all of that today on the podcast. But before we do, if you want to try any of the AI models I talk about on the show, I'd love for you to go check out AIbox.ai. I'm super stoked.

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73.214 - 92.215 Jaeden Schafer

I just did an entire redesign of the whole platform from the ground up. If you've tried it or seen it in the past, I would love for you to go check it out today. as the whole platform has been overhauled. And I hope this makes it simpler, faster, easier. And we just launched an $8.99 pricing to make it even cheaper to get access to over 40 of the top AI models.

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Chapter 3: What are the implications of Reddit's community-driven commerce?

92.256 - 110.295 Jaeden Schafer

We also have annual pricing where you can save 20%. But we've been super excited. The platform is growing a lot. We're adding new features. Let me know if you ever have any features that you want to see in the platform. That's why I make this podcast is to help grow this platform. So I'd love for you to go check it out. AIbox.ai. It's linked in the description.

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110.275 - 116.102 Jaeden Schafer

Okay, so just on Thursday, Reddit said that they were testing a new AI driven search experience.

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Chapter 4: How is Reddit monetizing user data for AI applications?

116.142 - 136.806 Jaeden Schafer

This is going to kind of mix some community recommendations with products from their shopping and advertising partners. And there is a small group of US users right now that are going to be seeing some of these interactive product carousels inside of search results. So there's going to be pricing, there's going to be images and a direct link to buy. So it's kind of like ads built into their

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136.786 - 154.39 Jaeden Schafer

AI search experience that they have kind of been talking about and rolling out. I think all of this really is trying to build on top of their, they have a huge strategy where they're trying to turn their community conversations, which is what Reddit's known for, right? Everyone asks a question and people respond. And so these community conversations, they're trying to turn them into

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154.37 - 156.732 Jaeden Schafer

actionable commerce, right? Actually being able to put ads in.

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Chapter 5: What recent financial successes has Reddit achieved?

157.012 - 176.049 Jaeden Schafer

Reddit has been notorious and famous for being basically this platform that is really skeptical of ads. They're very suspicious. They don't like clicking on them or buying things from ads. This is kind of what Reddit is known for. And Reddit, obviously, that's like a flavor and a community that has got a lot of users. But at the same time, Reddit needs to make money.

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176.269 - 192.554 Jaeden Schafer

So last year, Reddit said that they're going to introduce their first shoppable ad formats. They're which basically are going to show you personalized product recommendations, which are based on your user interests. Now, they have a whole new search experience push that they're doing right now.

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Chapter 6: How does Reddit's AI-driven search impact user experience?

192.935 - 207.841 Jaeden Schafer

And I think that whole concept is going to try to, you know, further this by basically putting these purchasable products directly into organic search queries. And I think it's interesting because Reddit has so much data on their users, what subreddits they're in, what types of things they're interested in.

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208.382 - 226.564 Jaeden Schafer

Monetizing that and helping helping their users to see things that they might be interested in is a no brainer. So I think an example of what this might look like if a user is searching for something like, you know, best noise canceling headphones or maybe like an electronic gift idea for like a college student.

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226.544 - 239.672 Jaeden Schafer

If you're searching for those, you might now see a product carousel at the bottom of the results page and the featured items are going to be pulled from the products. So there's going to be things that are specifically mentioned in related posts and comments, which is interesting, right?

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239.692 - 256.464 Jaeden Schafer

So it's like on Amazon, when you search for products and you see them, you can obviously go see reviews below the products. And so Reddit is trying to make it so that when you see these kind of product ads, you can see conversations that are and comments and posts that are happening around those products, right? The new Bose headphones, are they like any good?

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256.484 - 258.849 Jaeden Schafer

And then you see like people actually talking about them.

Chapter 7: What acquisitions is Reddit pursuing to enhance its AI capabilities?

258.869 - 276.351 Jaeden Schafer

Now, I'm actually going to go ahead and say, I think this is... awesome. Basically, anyone that has ever purchased, you know, not anyone, a lot of times when people are purchasing electronics on Amazon, you go straight to Reddit to get the reviews to hear what people actually think about it. It feels like the Amazon comments and reviews sometimes are honest.

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276.411 - 293.884 Jaeden Schafer

Sometimes you could you feel like they're purchased or they're bought it or like they're just some suspicious stuff going on, some fake stuff going on with Amazon. I know they try to fight that. But nevertheless, because it's a commerce platform, you see that a lot. Reddit, on the other hand, just feels like you're getting people's real raw, authentic, you know, answers.

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293.924 - 298.151 Jaeden Schafer

Now, maybe by embedding this kind of commerce straight into Reddit, it's going to become a bigger problem.

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Chapter 8: What does the future hold for Reddit in AI and commerce?

298.172 - 315.902 Jaeden Schafer

Although I'm sure, you know, retailers and other people are trying to have been trying to game Reddit forever. So I don't really think that that's necessarily going to be a thing. But overall, I think this is I think this is phenomenal. You're gonna get way better insights into the products you want to buy by reading someone's experience or their comments on it and their reviews.

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315.962 - 330.085 Jaeden Schafer

And that's generally very trusted, right? It's kind of the source where people go. So I think this is the place where people already go for the research, just put the product there so people can buy it directly. And Reddit gets more of the value than having to, you know, it give them all the data and then they go over Amazon and make the purchase.

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330.346 - 350.814 Jaeden Schafer

So I think by tapping into that before the user is going over to the retailer site to go and actually purchase the thing is kind of genius. So they had a whole blog post about this. Reddit said that the future is designed to surface quote, top recommended products directly from discussions. They said like their goal really is to make everything still seem very authentic and very community driven.

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351.095 - 367.019 Jaeden Schafer

They put a really big emphasis on continuing to kind of refine this experience based on how Everyone's using it like they're like, hey, guys, like this is a test. If you if you hate it, we're going to try to like tweak it and fix it. But I think basically this is putting Reddit right in line with what like TikTok and Instagram are doing.

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367.259 - 382.861 Jaeden Schafer

Both of those companies have spent years integrating shopping into social experiences. Right. Because influencers were talking about products. And then, you know, we have TikTok shop where you can just buy directly on TikTok. I think it is also coming at a time where there's kind of this bigger industry shift towards AI powered commerce.

382.941 - 401.321 Jaeden Schafer

Last September, OpenAI and ChatGPT, they introduced like an instant checkout feature that would let you go and buy things from Etsy or Shopify. And you can make these purchases like inside of your ChatGPT conversation. So I think for Reddit, there's obviously a huge opportunity, but I think it goes a lot further than just shopping features alone.

401.641 - 420.081 Jaeden Schafer

They had a whole earnings call and their CEO, who's Steve Huffman, he was kind of pointing to this AI search as, you know, potentially a huge product and revenue driver for them. Search usage is already growing a lot on their platform. Weekly active users of Reddit grew 30% year over year. It went from 60 million to 80 million.

420.561 - 437.262 Jaeden Schafer

And I think at the same time, the weekly active users of AI powered Reddit answers features were up from a million in the first quarter of 2025 to 15 million by the fourth quarter. So you know, they went from 1 million to 50 million, they're seeing massive growth in just that AI powered product.

437.783 - 447.558 Jaeden Schafer

A lot of executives over at Reddit right now, they're talking about how they're going to do a lot of M&A, some mergers and acquisitions, and how that's going to play a big role in expanding some of their AI capabilities.

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