OpenAI's ChatGPT launches Instant Checkout, boosts e-commerce stocks

🛍️ The Future of Shopping Is Already Here — and It’s Conversational. The stats are mind-blowing: 👉 Users convert 4x higher when shopping through ChatGPT compared to traditional websites. 👉 In India, 87% of shoppers say AI tools help them shop faster. 👉 62% of Indians buy based on AI recommendations — double the global average! Traditional e-commerce makes us open 10 tabs and compare endlessly. AI collapses all that into one intelligent conversation. This shift doesn’t just change how we shop — it changes who wins. ✅ Small businesses can now compete globally. ⚠️ Big platforms must rethink discovery and personalization. The companies optimizing for AI discovery today will dominate tomorrow. 💭 Is your business ready for AI-powered shopping, or still stuck in traditional search? #AI #Ecommerce #Innovation #FutureOfBusiness #ArtificialIntelligence #RetailTech #IndiaTech #DigitalTransformation

OpenAI declared war on Google yesterday and 82% of Indian shoppers are already on their side without knowing it. ChatGPT now has "Instant Checkout." You can search for products, compare options, and complete purchases without leaving the chat window. 700 million weekly users can now shop directly through conversations. Within hours of this announcement: 📌 Etsy's stock jumped 16%. 📌 Shopify gained 6%. The market immediately understood what this means for traditional e-commerce. When people use ChatGPT for shopping, they convert at 4× higher rates than regular websites, and that is because users spend 14 minutes per session on Ai tools like ChatGPT as compared to Google's 5 minutes. India's position in this makes it even more interesting: → 87% of Indian shoppers believe AI tools help them shop faster, with AI-powered interactions showing higher engagement rates (Walmart Retail Rewired Report India, 2025) → 62% of Indians make purchases influenced by AI recommendations vs 30% globally (EY India, Aug 2024) Traditional shopping makes you open multiple tabs, visit different websites, and compare prices manually. #ChatGPT collapses this entire journey into one conversation. For small businesses, this could level the playing field. A seller in Jaipur gets the same access to global users as Amazon does. For established platforms, the threat is real. Why would customers visit your website when they can complete everything through a conversation? The companies optimizing for #AI discovery today will own tomorrow's market. Is your business ready for AI-powered shopping or still relying only on traditional search?

ChatGPT Is Quietly Stealing Google’s Role in Shopping For years, online shopping always started with Google. Type in what you want, scroll through results, and click. But in 2025, that’s changing. Increasingly, people are starting with ChatGPT. ChatGPT as a Shopping Gateway The numbers speak for themselves: 🔺 20% of Walmart’s referral clicks now come from ChatGPT. 🔺 20%+ for Etsy. 🔺 Nearly 15% for Target and 10% for eBay. Consumers are asking ChatGPT things like “Best laptop under $1,000” or “Where to buy Nikes,” then clicking through. In just months, ChatGPT has become a major referral source for retailers. Amazon’s Different Approach Amazon took a different path. It blocked AI crawlers from indexing its listings, keeping ChatGPT from showing Amazon products. Instead, it built Rufus, its own AI shopping assistant. Rufus has already handled 500M+ customer questions and is starting to serve ads. By doing this, Amazon protects its $56B ad business, but Walmart and others get more visibility inside ChatGPT. This isn’t just about traffic. It’s about how shopping decisions are made. 🔥 2% of ChatGPT queries are shopping-related (~50M/day). 🔥 60% of U.S. consumers have used AI tools to shop. Today, those referrals are free but OpenAI is testing in-app checkout. That means affiliate fees or transaction charges are coming. Some call this agentic shopping - AI buying on your behalf. Even if that future takes time, the shift is already real. We’re moving fast: Yesterday: Google owned the shopping gateway. Today: ChatGPT is sending millions of referrals. Tomorrow: AI may control the full journey, from discovery to checkout. The question for retailers isn’t if AI will reshape shopping — it’s how fast.

OpenAI declared silent war on Google by introducing Instant Checkout inside ChatGPT. You can now search for products, compare options, and complete your purchase — without ever leaving the chat. The future of shopping is now conversational. 🧠 700 million people using ChatGPT weekly can now shop directly through conversations — skipping websites, forms, and search engines. And the ripple effect was instant: 📈 Etsy’s stock jumped 16% 📈 Shopify surged 6% The market knows what’s coming. Traditional e-commerce just met its biggest disruptor yet. Why it matters: 💬 Shoppers on ChatGPT convert 4× higher than those on regular sites. 🕒 They spend an average of 14 minutes per session — nearly 3× longer than on Google. 🇮🇳 India’s AI Shopping Boom → 87% of Indian shoppers say AI tools help them shop faster (Walmart Retail Rewired, 2025) → 62% make purchases influenced by AI recommendations — vs 30% globally (EY India, 2024) India is already leading the AI-driven shopping revolution — just silently. Traditional online shopping means: 🛒 10 tabs open 🔍 endless comparisons 💸 lost attention But with ChatGPT, the entire buying journey collapses into one smart conversation. For small businesses, this is a massive opportunity. A seller from Jaipur now gets equal access to global buyers as Amazon or Flipkart. For big platforms, it’s an existential question: 👉 Why would users visit your website when they can shop directly in ChatGPT? The future of commerce is AI discovery, not keyword search. And the businesses adapting today will own tomorrow’s market. Is your business ready for AI-powered shopping — or still relying on traditional search? #OpenAI #ChatGPT #Ecommerce #AIShopping #DigitalTransformation #ArtificialIntelligence #RetailInnovation #FutureOfShopping #BusinessGrowth #AIMarketing #IndiaTech #SmallBusinessIndia #ConversationalAI #AITrends #ShopWithAI #TrueDigitalShift

From A to Z, and beyond to ChatGPT, consumer shopping behavior has taken a turn. The holidays are coming, and that means in-store and online shopping to find something special for loved ones. Consumers frequently turn to Amazon for ideas and convenience. But now, consumers are turning to AI for recommendations. As a result, OpenAI just announced a function that aims to keep the buying process ON its ChatGPT platform. 🤯 The company on Monday debuted Instant Checkout for U.S. ChatGPT Plus, Pro and Free users. Such users can now buy directly in the platform from U.S. Etsy sellers and will soon have the same option for over a million Shopify merchants. The new feature is powered by the Agentic Commerce Protocol, which the technology company says was developed in collaboration with Stripe and other partners. In addition to this initial Instant Checkout rollout, OpenAI has open-sourced its Agenetic Commerce Protocol for merchants to start building their own integrations. Businesses can then apply to have their products made available for purchase through ChatGPT. There's no doubt AI can supercharge marketing with speed and data. But it’s human strategy and experience that ensures it delivers lasting impact. A fractional CMO provides the leadership to guide AI toward meaningful outcomes that strengthen brand integrity and drive growth. Learn more: https://lnkd.in/gghJN2Jc

AI isn’t just recommending what to buy anymore - but closing the sale! Yesterday, OpenAI announced Instant Checkout inside ChatGPT, launching with Etsy and Shopify, powered by Stripe and the new Agentic Commerce Protocol. Why does this matter? Because millions already use ChatGPT to decide what to buy and soon, that friction between ‘thinking’ and ‘purchasing’ will disappear. Here’s what stood out to me: ➡️ Discovery happens in natural language. “Show me handmade ceramic gifts under £100” → results appear. ➡️ Conversion is instant. Buyers can pay directly in ChatGPT with Apple Pay, Google Pay, or card. ➡️ Merchants stay in control. You remain the merchant of record: orders, fulfilment, and relationships are yours. ➡️ It’s open. The Agentic Commerce Protocol is built to scale, so any merchant or developer can integrate. My take: This isn’t “AI replacing e-commerce", but "AI becoming e-commerce’s front door". For brands and merchants, this means: ➡️ Treating ChatGPT like a search channel (optimising product feeds for relevance). ➡️ Testing conversational commerce strategies, not just display ads. ➡️ Rethinking the buyer journey: if discovery and checkout merge, how do you tell your brand story in fewer steps? ➡️ The opportunity is here now: for merchants, for marketers, and for anyone thinking about the future of retail. 🔗 Read more and apply as a merchant: https://lnkd.in/eq-tBpcz AI isn’t just in the funnel anymore. It is the funnel 🤩 #AICommerce #GPT5 #DigitalMarketing #Ecommerce #FutureOfRetail

A lot of people are completely WRONG (and/or NAIVE) about how AI tools like ChatGPT are going to reshape eCommerce shopping and it’s going to deeply affect eCommerce Logistics too. Most arguments I hear sound like this: “AI is impartial and cuts through the ads.” But that assumption just got shaken. OpenAI is reportedly in partnership talks with Shopify to let users complete transactions directly within ChatGPT. This is huge and it destroys the illusion of “impartial” AI shopping. Let’s be honest: ChatGPT probably views Amazon (with its AWS dominance and deep resources) as a company it doesn’t want to depend on. Shopify, on the other hand, has a smaller market cap and minimal AI capabilities, making it a strategic ally, not a threat. So, can ChatGPT (and other AI platforms) replace Amazon and marketplaces as the new gatekeepers of online shopping? And more importantly: 🔸 When will ChatGPT stop being unbiased and start nudging users toward Shopify-powered stores? 🔸 When will ad dollars flow in, turning AI assistants into pay-to-play ecosystems just like Google and Amazon did? This is where eCommerce logistics marketers should be paying attention. If you’re still relying on old SEO tactics, you’re already behind. AI visibility is the great SEO reset. When your customers ask an AI assistant for “the best cross-border logistics provider” or “fastest fulfillment service,” will your company show up or be invisible? Because make no mistake — AI is the new search engine. And logistics companies that aren’t planning for it now are already losing. #AIinEcommerce #EcommerceLogistics

Earlier this year, when ChatGPT went down, something else went up: Google searches for ‘Is ChatGPT down?’ It shot into the top trending list; a wake-up call on just how deeply ChatGPT had woven itself into people’s daily lives. That same dependency is now reshaping retail traffic patterns; and the data makes the case. 1. Referral traffic is usually a rounding error — under 5% of retailer site visits, dwarfed by direct, search, and paid channels. 2. In August, ChatGPT vaulted into the top tier of referral sources: 20% of Etsy’s, 15% of Target’s, 10% of eBay’s, and 20% of Walmart’s referral clicks. 3. That surge shows consumers are starting to trust ChatGPT answers as much as they once trusted Google search results. In fact, research shows ~2% of all ChatGPT queries are shopping-related — which translates to nearly 50 million shopping questions a day. 4. In an AI-mediated marketplace, if retailers don’t make their content accessible, they’re cutting themselves off from demand. Case in point: Amazon, by blocking AI crawlers, saw its referrals from ChatGPT fall 18% to below 3% — effectively handing traffic to rivals. 5. Today, ChatGPT is funneling traffic to big, established retailers; but that dominance won’t last once others start optimizing for AI. So what? For Retailers: Those that embrace AI findability early will lock in compounding advantage; those that don’t will watch shopper flow slip away. That means investing now in AI-ready content, structured product data, and partnerships with platforms shaping consumer discovery. For CPG brands: The battleground shifts upstream. If your products don’t show up in AI answers, it’s the modern equivalent of not showing up on the shelf. Brands must work hand-in-glove with retail partners to clean up product data, enrich content, and ensure AI can ‘see’ and recommend their SKUs. #AI in #retail and #cpg

Forget “Add to cart.” The future is “Buy in conversation.” ChatGPT is selling 🤯 OpenAI just launched Instant Checkout inside ChatGPT. 👉 Starting with Etsy in the US, Shopify’s 1M+ merchants will follow soon. 👉 Payments run via Apple Pay, Google Pay, credit cards, or Stripe. 👉 And the underlying Agentic Commerce Protocol is open to developers. This is not just convenience. It’s a paradigm shift ❌ Users no longer leave the conversation to shop. The checkout itself lives inside the interface. ChatGPT becomes a direct sales channel. Amazon is testing Buy for Me. Google is integrating AI Overviews with shopping. OpenAI is making the chat the new storefront. ✨ Participation for merchants The integration is open to all sellers. Merchants need to: Apply for access Provide a product feed Implement the Agentic Checkout API Build a payment integration After OpenAI certification, they get production access. Etsy and Shopify sellers are already automatically eligible. The key question shifts from “Where do I buy?” to “Who do I ask?” 💡 My take: Retailers and brands that invest now in: Clean, consistent product feeds High-quality product data Conversation SEO (optimizing for AI answers) …will be the ones who win in this agentic commerce era. ⚡️ If brands don’t adapt now, they risk becoming invisible. Personally, I’m curious to see how fast this evolves and especially when we’ll see Instant Checkout available in Europe. Do you think ChatGPT will become a shopping channel? Video credits OpenAI 

🚨 AI is reshaping retail traffic 🚨 ChatGPT is quickly becoming a major force in online shopping referrals. In August, it drove: 20% of Walmart’s referral traffic 20%+ for Etsy 15% for Target 10% for eBay While referral clicks are still a small slice of overall visits, the speed of growth signals a big shift: shoppers are starting journeys inside AI chats instead of Google. Meanwhile, Amazon is playing defense. By blocking AI crawlers, it’s steering users toward its own chatbot, Rufus, while rivals like Walmart and eBay ride the ChatGPT wave. The stakes are high: OpenAI is exploring checkout and affiliate monetization inside ChatGPT. Free referral traffic for retailers may not last. 📊 Nearly 60% of U.S. consumers already use generative AI for shopping help. This is only the beginning of “agentic shopping,” where bots buy on our behalf. 👉 The takeaway: AI is no longer just influencing discovery — it’s becoming a central player in the commerce ecosystem. Retailers that adapt early will have an edge.