How are you underwriting AI risk in deals that depend on organic traffic?
Hi all, I'm looking to connect with anyone who recently bought or is actively looking at e-commerce or other online-heavy businesses (DTC, marketplaces, etc.) I have a deal that is very reliant on organic traffic, and trying to understand how to think through the risks (and opportunities!) of this new world. Specifically, I'd love to hear: - How are you assessing AI risk as buying behavior shifts to AI search and shopping agents? - What creative deal structures have you used to mitigate these risks? Thanks!