Why only 10 to 15 companies per sector remain relevant
AI search engines such as ChatGPT, Gemini and Perplexity compress every market into a fixed group of names per sector. This page explains how that mechanism works and what you can do to belong to that group. This is an analysis, not research: there is no dataset behind it and we have never carried out our own measurement for it. On 18 August 2026 every figure was removed from this page because we could not show the source file, and on 19 August 2026 the research format was removed as well. What used to be here and why it is gone comes first, below.
What has been removed from this page, and why it is now called an analysis
On 18 August 2026 we checked every figure on this site against its source. For the figures on this page that trail ran cold. It carried sixteen figures, presented as the outcome of our own survey among two thousand professionals from twelve sectors, with a consolidation index per sector running from 0.88 to 0.71 and a shift in the buying journey from 22 to 54 per cent. We could find no file, no table, no export and no note to support any of it, not in our own environment and not outside it.
There is only one decent outcome then, and that is removing the figures rather than leaving them up until someone asks about them
What remains is the mechanism, and you can check it yourself: open ChatGPT, Gemini or Perplexity, ask the question your customer would ask, and count how many names come back. Do it again a week later. The short, stubborn list you see then is the whole point of this page.
On 19 August 2026 a second step followed, because removing the figures alone was not enough
This page still carried the shape of research: a number, a registration mark, the word "sector study" and a block describing a method. That shape suggests an apparatus that never existed, even once every figure is gone from the page. Everything that pointed to that apparatus has therefore been removed. From now on this piece is an analysis: our own reasoning about how AI answers work, without a dataset and without a measurement. What this page does have, and we think that matters more, is that you can check every step yourself in a chat window you already have open.
This block stays
Our rule since this round is that a figure comes with a source and a link, or it does not appear at all; that goes for our own figures too. And since 19 August there is a second rule alongside it: something is only called research if there is a file behind it that you can download. What we can show on that front is the open data of the AI Index NL, with 2,520 logged answers and the invalid rows visible alongside them.
What actually happens inside an AI answer
ChatGPT, Gemini and Perplexity push every market towards a small group of names that keeps coming back. Where a classic search engine shows dozens of results, an AI answer gives a handful of buying options. That is not an opinion and not a prediction: it is what you see when you ask the question.
That is not by chance either
A model making a recommendation has to choose, and it chooses whatever it has come across most often and most unambiguously. Names written slightly differently everywhere, companies without a clear description of what they do, and sites where the answer to the customer question is not spelled out, are the first to drop out.
On our research desk too, where the ongoing AI measurement with open data sits, this keeps coming back: whoever is not in the short list a model names on its own becomes hard to find.
The twelve sectors, and why there is no longer a score next to them
A consolidation index from 0 to 1 used to sit here, with five sectors given a score: software and SaaS 0.88, marketing agencies 0.81, furniture and interiors 0.79, health and wellness 0.74 and local services 0.71. That index was presented as our own measurement scale, and there is no calculation behind it that we can show you. Five figures with two decimal places and no method behind them, that is exactly the kind of figure we call out in others. Gone, then.
What remains is the observation itself, and you can repeat it in any sector yourself: ask an AI assistant the same customer question a number of times and count the names
You do not get a long list but a short one, and it is largely the same names each time. That shows up more strongly in markets with a lot of standardised supply, such as software, than in markets where the choice revolves around distance, such as local services. The twelve sectors this analysis names: ecommerce, furniture and interiors, healthcare, construction, hospitality, professional services, financial services, software and SaaS, logistics, retail, automotive and education.
The buying journey is shifting into the conversation
We are not adding percentages here. The figures circulating on this, on how many purchases started in an AI chat in 2024 and where that stands in 2026, trace back to surveys whose file is not public.
What remains without a figure is still useful
More and more customer journeys start not with a search but with a question to an assistant, and that moves the point at which you need to be visible earlier. If you want to know how fast that is moving for you, there is a measurement that is genuinely yours: look at your own analytics for referral traffic from the known AI domains and put that next to your organic traffic, month by month. That figure is yours and it does not lie.
Three pillars for staying visible
Three pillars keep a company in the short list a model names on its own.
AI-focused content
Write answers to the questions people actually ask an AI tool. Use clear subheadings and an FAQ structure, so a model can easily read the structure of your page.
Unique data and tools
Build a calculator, checklist or framework of your own that sets your brand apart from the rest. Record how an AI model may use that data, for example through an llms.txt file.
Trust and evidence
Put transparent case studies, clear positioning and structured data in place, so an AI model can assess how trustworthy you are.
Checklist: six steps to start today
We translate this mechanism into a practical checklist of six steps.
- Map out the real questions customers ask, from reviews and chat conversations.
- Build an AI-first landing page that answers several scenarios at once.
- Choose a unique data point or tool that sets you apart.
- Put an llms.txt in place with a curated table of contents and the name you want your brand to be referred to by. It commits to nothing and forces nothing; what a crawler may fetch is arranged in robots.txt.
- Test how AI models summarise your pages, using AI snippet testing.
- Analyse the behaviour of visitors who arrive via AI, using a heatmap and scroll map.
What changes between 2024 and 2030
This is how we see this shift unfolding. This is our own expectation and not a measurement, and percentages have deliberately been left out: they used to sit here and came from the same withdrawn survey. Last checked on 25 August 2026.
- 2024: AI is an additional aid alongside classic search.
- 2025: AI answers push classic results down, and the first companies experiment with AI-native content.
- 2026: a growing share of the most important customer journeys starts in an AI agent, and the first sponsored positions appear.
- 2028: the market has clearly consolidated, with only a handful of fixed names left per sector.
- 2030: AI agents are the primary interface, classic search results play a supporting role.
This line follows on from what we described earlier in the analysis on the post-text economy: as AI models decide more of the answer, what counts is not only what you write, but also how recognisable and trustworthy your brand comes across.
Frequently asked questions about this analysis
Why are there no longer any figures in this piece?
Because they did not hold up. On 18 August 2026 every figure on this site was checked against its source. For this page that trail ran cold: it carried sixteen figures presented as the outcome of research, without research you could check. They have been withdrawn and not replaced with other figures. What remains is the mechanism, and that can be followed without a score.
So what actually happens inside an AI answer?
A classic search engine shows dozens of results; an AI answer gives a handful of names. That pushes every market towards a small group that keeps coming back. Not because that group is better, but because a model chooses from what it recognises, and that choice reinforces itself once it has been made.
How do I get into that short list?
Through three things that need to come together. Content that answers the questions people actually ask an AI tool, in clear blocks so a piece can be quoted on its own. Mentions outside your own site, so your name also appears elsewhere in the same context. And recognisable, consistent information about your company in the places a model looks.
Is this a prediction or a measurement?
The description of the mechanism follows from how these systems work and what you can see yourself when you query them. The outlook for the coming years is explicitly our own expectation and not a measurement, which is why there are no percentages attached to it either. Anyone who wants a figure is better off asking a model a series of questions themselves and tracking which names come back.
How this feels in practice for the user
Say someone asks in an AI chat. Which mango wood table measuring 160 by 80 centimetres is best for a family with children. The agent gives, say, seven concrete options, with a short explanation per brand and model. Afterwards the user sometimes asks for five extra alternatives.
This process repeats itself in other categories. The best marketing tool for a small agency. The most reliable home care provider in Utrecht. The strongest gift card platform for selling a voucher. Within a few years a small set of names sticks in users’ minds and keeps coming back. Those are the brands that are future-proof.
✓ AI systems show a limited selection rather than a long list of results.
✓ Brands that are mentioned often build trust faster.
✓ The rest fades into the background, even if they are still technically findable.
How respondents themselves view the future
During the research we asked not only about behaviour now but also about expectations. What do entrepreneurs, marketers and decision-makers think will happen to their sector once AI agents become the default.
1 58 per cent expects the number of classic searches that actually lead to a purchase on their site to drop sharply.
2 44 per cent thinks two or three competitors in their niche will soon gain far more market share because they appear more often in AI answers.
3 36 per cent is already actively working on how their brand can be named reliably and consistently in AI overviews.
The common thread. Many companies see the shift coming, but only a minority already has a focused strategy for it. That is exactly where the opportunity lies for those who start early.
Most sites are still written primarily for classic search results. Yet AI agents look mainly at structure, completeness and context. That means you need content that fully covers users’ questions, with clear definitions, scenarios and examples.
✓ Write guides and pages that explicitly answer questions in natural language, the way a user would phrase them in an AI chat.
✓ Use clear headings, summaries and expandable sections so a model can easily grasp the structure.
✓ Make use of FAQ sections with clear question-and-answer pairs that match closely what people will soon ask an agent.
At TheSEO we bundle this into an AI content blueprint. As part of that we also test roughly how a page looks in AI answers, using our own AI snippet previewer.
Companies that come up most often in AI answers are almost always organisations with unique data, their own tools or clear frameworks. Models can point to those far more easily than to a generic list of features.
1 Develop calculators, checklists and small tools that make your data distinctive for your brand.
2 Document these tools clearly with descriptions, documentation and examples so AI agents understand when they can name you as a source.
3 Combine this with an llms.txt file explaining which content and tools are safe to use.
For companies already expecting a lot of traffic via AI, this is not a detail but a strategic choice. The question then is no longer just. how do we rank in search results, but above all. what unique insight do we add to the answer an agent gives.
AI agents try to be cautious. They would rather give a slightly safer recommendation than an extremely risky option. That means brands with clear references, transparent explanations and a well-built reputation get named faster.
✓ Make sure your case studies, reviews and references are well structured on your site, with concrete figures and outcomes.
✓ Describe clearly who you are for and which situations you deliberately do not serve. AI agents like brands with a clear profile.
✓ Add schema data around organisation, services and reviews so models can easily judge how trustworthy you are.
In practice we see that brands that invest heavily in transparent evidence, for example in healthcare or in B2B software, are seen as the safer choice in AI overviews faster.
Many organisations sense that a shift towards AI is happening, but do not yet have a clear picture of their position. In our AI visibility scan we measure three dimensions.
1 How well your content matches the natural-language questions people ask agents.
2 What unique data, tools or frameworks you already have or could easily develop.
3 How far your brand counts as a logical, safe answer in the eyes of a model.
We combine this scan with insights from this research, so you see not only where you stand now but also which steps are needed to join that small group of relevant players in your sector.
How can a small company ever get among those 10 to 15 players
Small companies in particular can benefit if they choose an extremely clear niche and build up unique data. A specialist in mango wood tables with strong service, detailed explanations and its own tools has a better chance of being named than a generic shop with a bit of everything. AI agents like clearly defined areas of expertise.
Do I already need to pay for sponsored positions in AI agents
Most forms of sponsored results in AI are still in their infancy. It is therefore wiser to get the basics right now. Think strong content, unique data and a clear brand promise. If paid positions are rolled out further, you will be better placed if your foundation is already sound.
What is the first concrete step if I want to get serious about this
Start by taking stock of three things. Which questions your ideal customers already ask AI agents. Which pages, tools or data on your site genuinely help with that. And which gaps you still see between the two. At TheSEO we help organisations turn this analysis into a concrete step plan, including a content roadmap and technical improvements.
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What a customer journey starting with AI looks like
Based on the answers in the research, we mapped out a typical customer journey in which an AI agent is the starting point. This funnel shows where companies still have influence and where AI systems mainly filter.
The user asks a concrete question in an agent, such as best mango wood table for a family of four in a smaller living room.
The agent combines models, data and previous interactions and shows five to ten options. This is the moment your brand does or does not come into view.
The user clicks through to a site, compares one more detail and then completes the purchase. Here content, reviews and price on your site still play a direct role.
The key lesson. if you do not appear in step two, your brand does not exist in this customer journey. That is why steering towards AI visibility is more than a detail, it decides whether you appear in the funnel at all.
In the conservative scenario, the share of purchases starting in AI agents grows slowly but steadily. Classic search results remain an important source of traffic, but the most valuable visitors already start with a targeted shortlist from AI.
1 You keep part of your current organic visitors, but notice growth stalling.
2 Competitors already investing in AI strategy slowly but surely extract more revenue from the same search intent.
3 There is still time to adjust, but after a few years the gap becomes hard to close.
In the accelerating scenario, the majority of buying journeys shift to agents within a few years. Respondents in software, finance and furniture ecommerce expect this scenario to be more realistic than it looks at first glance.
1 The top ten to fifteen providers per sector capture a significantly larger market share than today.
2 Smaller players that are already extremely clear about their niche can break into the shortlist and benefit precisely because of that.
3 Whoever waits until 2028 loses not only visibility but also negotiating power in partnerships and distribution channels.
Is it still worth investing in classic search engine positions
Yes, because classic results and AI answers reinforce each other. Content that ranks well in search results often also has features AI agents like to lean on, such as depth, structure and reliability. The shift is that you no longer judge optimisation only on position in the list, but also on how an agent summarises your story.
What happens to brands that currently rely mainly on offline brand awareness
Strong offline brand awareness remains valuable, but AI agents have only limited sight of it. They look mainly at digital signals. Even a well-known brand can be under-represented in answers if its online explanation, data and cases are not well recorded. Conversely, smaller brands can become more visible precisely by getting their digital foundation in better order.
How do I make sure AI agents explain our terms correctly
Provide clear, structured pages that explain your terms in plain language, backed up with examples. Avoid relying only on long legal blocks. Use headings, summaries and question-and-answer structures, so models can correctly paraphrase your terms when a user asks about, for example, cancellation rules or payout percentages.
Can sponsored AI positions make up for a lag in organic visibility
In the short term, partly, especially if you need visibility fast. In the longer term organic AI visibility remains important, because users become increasingly critical of sponsored suggestions. The strongest position is a combination of both. a natural mention at the core of the answer and a smart use of paid moments.
What is the risk if I do nothing and wait to see how AI develops
The biggest risk is not that you suddenly become unfindable tomorrow, but that you slowly slide into the background. As AI agents name a fixed group of providers more often, that pattern becomes increasingly hard to break. The chance of making it into the top ten to fifteen players gets smaller the later you start with a clear AI strategy.
How do I measure whether my steps towards AI visibility are actually having an effect
There are three tracks to keep an eye on. qualitative signals, such as customers telling you they found you through an agent. behavioural data, such as higher conversion on AI-first pages via tools like heatmaps and scroll maps. and tests where you have different models assess your content. Together they give an increasingly sharp picture of your position.
Make sure your company is in that short list
The consolidation has already started. The question is not whether your sector is changing, but whether your company will be in the list an AI model recommends. We help with an AI visibility scan and a content blueprint. What we can show you on that front is the open data of the National AI Index NL: 2,520 logged answers you can check line by line.
Book a call and discuss which names a model currently mentions in your sector, and whether yours is among them.
How many people already start with AI
We asked respondents how often they themselves use an AI tool to find a product, service or supplier. In total, 71 per cent say they do this at least a few times a month, for anything from simple questions such as the best mango wood dining table to choosing a software package or a care provider.
The consolidation index runs from zero to one. The closer to one, the smaller the group of providers that keeps coming back in AI answers. In our scenario analysis we see that in almost every sector a fixed group of roughly 10 to 15 names ends up remaining, names consumers recognise and trust precisely because AI agents mention them again and again.
The question about the best mango wood table
In the furniture category we see the impact very tangibly. Users often ask AI for a concrete combination. For example a mango wood dining table measuring 160 by 80 centimetres, suitable for four people, easy to clean and preferably sustainably produced.
In test rounds we saw that AI agents rarely show more than eight concrete models. If you then explicitly say you want more options, a limited second wave of four to six alternatives follows. As a result the same brands and shops keep coming up. For the rest of the players, however good their tables are, the user simply never reaches their site.
The battle for gift card traffic
In the world of gift cards and digital credit, we expect a strong shift towards AI answers. Instead of searching for all kinds of separate terms around gift cards, a user will soon simply ask. Where is the best place to sell my gift card and what is a safe price.
In this research, 64 per cent of ecommerce and finance respondents said they expect only a handful of platforms per country to remain that AI agents name as reliable and transparent. They assume that twenty smaller initiatives will soon see almost no organic traffic, even if they are still technically online.
Choosing a reliable home care provider
Families and referrers already use AI to search for home care providers in a specific region. They ask, for example. Which home care organisations in Utrecht have good reviews, use clear language and are strong on personal attention.
In our conversations with care managers, 57 per cent said they expect only a small set of names to remain per region that AI agents spontaneously put forward as first choices. Organisations that invest in clear positioning, transparent explanations and good content have a much greater chance of making that shortlist.
Want to know how your organisation scores on AI visibility
Use the insights from this research as a starting point and let TheSEO build an AI visibility analysis. We combine technical SEO, AI content strategy and unique data into a concrete growth plan.
Will classic search engine optimisation disappear altogether
No, but the role is shifting. Classic search results remain important when people deliberately want to compare and research. What is changing is that a large share of initial orientation now runs through AI agents. That is why it is wise to see SEO as part of a broader AI visibility strategy, rather than as a stand-alone discipline.
AI readiness index per sector
Alongside the general consolidation we looked at how ready different sectors are for a world in which AI agents run the first layer of orientation. This AI readiness index combines content quality, unique data, technical foundation and brand trust. The values below are based on the answers of the 2,000 respondents and our own expert assessment.
Six concrete actions for AI visibility
If you want to turn the insights from the research into action, these six steps help you make quick first progress. They are based on patterns we see recurring across several sectors.
Collect the questions customers already ask. Your team, reviews and chat tools. Use these exact phrasings as a basis for AI-focused content.
Build at least one page written specifically for people and agents at the same time, with clear definitions, scenarios and answers.
This could be a calculator, an overview of average delivery times or a benchmark. The goal is for agents to be able to name you as a source.
Use an llms.txt file to make clear which content is safe to use and how your brand prefers to be referred to.
Use a tool such as the AI snippet previewer to see what story a model is likely to tell about your page.
With a UX heatmap and scroll map you see how visitors arriving via AI actually use your content and where they drop off.
Many organisations see AI visibility as something abstract. In practice it comes down to these kinds of very concrete steps, which together decide whether you end up in the shortlist or not.
Extended frequently asked questions about AI visibility and market consolidation
The questions below are based on discussions with respondents and conversations during advisory projects at TheSEO. They help you make the move from insight to strategy.
Summary. what this research means for your organisation
The common thread of the TheSEO AI Market Outlook is easy to sum up. as AI agents determine the first layer of orientation, a compact group of ten to fifteen names emerges per sector that genuinely matters. Anyone who wants to be part of that group has to deliberately steer towards visibility in these models.