She noted that agentic AI experiences still account for less than 1% of Etsy’s overall traffic as of the end of its fiscal Q2 2026. “We see the biggest opportunity for AI on Etsy itself,” Goyal said on the marketplace’s Q2 earnings call. “It’s really about using AI to make Etsy much, much better at connecting the right buyers with the right sellers. ”Chief financial officer Charles Baker said Etsy is spending more money on AI usage and computing this year. “But the overall spending that we’re doing on hosting and bandwidth and technology is exactly where we thought it would be this year,” Baker said.