OpenAI and the race for AI-driven commerce | TechCrunch
Briefly

OpenAI and the race for AI-driven commerce | TechCrunch
"OpenAI held its annual dev day on Monday, where the company rolled out its plan to build apps into ChatGPT. The demo was impressive, showing how programs like Spotify and Figma can be called or discovered without leaving the ChatGPT window. With so much of the tech world barreling towards AI integration, OpenAI's demo was the best picture yet of what an AI-first internet might actually look like, with interfaces like ChatGPT querying information and executing commands directly."
"If you're watching closely, you may have noticed that there's a lot of room in this system for money to change hands. Just last week, the company launched Instant Checkout, an agentic shopping system that serves as payment infrastructure for one-off purchases, plugging in any stores that sell through Shopify, Etsy or Stripe. Now, apps provides the front-end infrastructure, letting service providers build their own interface into ChatGPT."
"In short, OpenAI now has all the pieces in place for AI-driven commerce, establishing ChatGPT as a place customers go to buy and retailers go to sell. It's a huge new line of business for the company - and one with huge implications for the tech industry. In this world, OpenAI's isn't just competing with Google and Anthropic, but with Amazon and Wal-Mart."
OpenAI introduced apps for ChatGPT that enable calling and discovering third-party programs such as Spotify and Figma without leaving ChatGPT. The company added Instant Checkout as payment infrastructure for one-off purchases, integrating Shopify, Etsy, and Stripe. Apps provide front-end interfaces that let service providers embed functionality directly into ChatGPT. These developments position ChatGPT as a commerce hub where customers can buy and retailers can sell, potentially competing with companies like Amazon and Walmart. Planned partners include Uber, Expedia, Thumbtack, Instacart, Doordash, and Target, enabling cab bookings, travel, services, groceries, meals, and big-box goods. OpenAI could capture fees similar to an app store.
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