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Etsy大涨16%!ChatGPT联手Etsy和Shopify,开启AI购物时代
美股IPO· 2025-09-29 23:44
OpenAI推出即时结账功能,用户可直接在ChatGPT对话中购买商品。该功能与Etsy和Shopify合作,面向美国ChatGPT用户开放,超过百万商家将加 入平台。基于与Stripe合作的代理商务协议,用户可无缝完成单件商品购买,无需跳转外部网站。Etsy股价周一收盘大涨近16%,Shopify股价上涨超 6%。 我们对ChatGPT的愿景是,它不仅为用户提供信息,还帮助用户在现实世界中完成事务。 该公司计划未来推出多商品购物车功能,并扩大即时结账的地区覆盖范围。市场认为此举将为电商行业带来新的销售渠道,同时帮助OpenAI在传统订 阅模式之外拓展商业化路径。 受此消息提振,Etsy股价周一收盘大涨近16%,Shopify股价上涨超6%。 9月29日OpenAI宣布与Etsy和Shopify达成合作, 允许美国用户直接在ChatGPT对话中购买Etsy卖家的单件商品。此外超过一百万Shopify商家,包括 Glossier和SKIMS等知名品牌,也即将加入该平台。 即时结账功能面向美国ChatGPT Plus、Pro和免费用户开放。OpenAI将对通过ChatGPT完成的交易收取费用,但不会影响用户的购买 ...
OpenAI's ChatGPT takes on e-commerce with Etsy, Shopify partnership
Youtube· 2025-09-29 22:21
Group 1 - OpenAI has partnered with Etsy and Shopify to enable a feature called "instant checkout" through ChatGPT, allowing US buyers to make purchases directly within chat conversations [2][3] - This new functionality has led to a significant increase in stock prices, with Etsy shares rising nearly 16% and Shopify shares increasing over 6% [1] - OpenAI's initiative positions it in direct competition with major players like Google and Amazon, as it aims to reshape the e-commerce landscape by facilitating shopping within chatbots [4] Group 2 - OpenAI will earn a percentage of the transactions completed through ChatGPT, functioning as a referral fee for the service [5][6] - The monetization strategy includes a 2% affiliate fee, but OpenAI emphasizes that this will not affect the search algorithm or product rankings within the chat [6]
OpenAI’s ChatGPT takes on e-commerce with Etsy, Shopify partnership
CNBC Television· 2025-09-29 22:21
Now to AI acting as a personal shopper of sorts. Shares of Etsy and Shopify popping after OpenAI announced a partnership with them. Etsy surging almost 16% today.Shop up over 6%. CNBC's Mackenzie Sagalas has got all the details. Mac, we want to know how this is going to work.>> So Mel, this is a major test of Agentic Commerce at scale because this feature instant checkout, it lets US buyers buy directly through chat GBT starting with Etsy and soon Shopify. That means no links, no new tabs. You just tap buy ...
OpenAI开启AI购物时代 率先支持Etsy(ETSY.US)平台 后者股价大涨近16%
智通财经网· 2025-09-29 22:17
Core Insights - OpenAI has launched a new feature called "Instant Checkout," allowing users to purchase products directly through its AI chatbot ChatGPT, marking a significant step into the e-commerce sector [1][2] - The feature initially supports U.S. users purchasing single items from Etsy, with plans to expand to over 1 million Shopify merchants, including well-known brands like Skims and Glossier [1] - Following the announcement, Etsy's stock surged nearly 16%, while Shopify's stock rose over 6% [1] Company Developments - OpenAI will charge fees on transactions completed through ChatGPT, which will become a new revenue source for the company, although specific rates have not been disclosed [1] - The company is currently not profitable and is heavily investing in expanding its computing infrastructure [1] Technical Aspects - The Instant Checkout feature is developed in collaboration with fintech company Stripe and is supported by the Agentic Commerce Protocol, allowing users to complete transactions without leaving ChatGPT [2] - OpenAI plans to open-source this framework to enable merchants and developers to quickly build integrated scenarios and explore more payment and purchasing applications [2] User Engagement - As of August this year, ChatGPT has over 700 million weekly active users, with a significant number of inquiries related to shopping and consumption [2] - The company aims to create a seamless shopping experience within ChatGPT, helping merchants and developers convert conversations into transactions [2]
Etsy to move stock listing to NYSE from Nasdaq
Reuters· 2025-09-29 22:08
Group 1 - The company Etsy will transfer its common stock listing to the New York Stock Exchange [1] - Trading on the New York Stock Exchange is set to begin on October 13 [1]
ChatGPT联手Etsy和Shopify,开启AI购物时代,Etsy大涨16%
Hua Er Jie Jian Wen· 2025-09-29 20:57
Core Insights - OpenAI has launched an instant checkout feature allowing users to purchase items directly through ChatGPT, aiming to create new revenue streams and potentially reshape the e-commerce landscape [1][6] - The feature is currently available to U.S. users of ChatGPT Plus, Pro, and free versions, with plans to expand to multi-item carts and additional regions in the future [1][5] Group 1: Business Model and Revenue Generation - OpenAI will charge fees for transactions completed through ChatGPT, although these fees will not affect the purchase price for users [6] - The instant checkout feature is designed to convert ChatGPT's large user engagement into commercial transactions, with over 7 million weekly active users reported in August, many of whom are interested in shopping [3][6] Group 2: Partnerships and Market Impact - OpenAI has partnered with Etsy and Shopify, enabling U.S. users to buy single items directly from Etsy sellers within the ChatGPT interface [1][5] - Following the announcement, Etsy's stock surged nearly 16%, while Shopify's stock rose over 6%, indicating positive market sentiment towards the new feature [1] Group 3: User Experience and Technology - The instant checkout feature allows for a seamless shopping experience without redirecting users to merchant websites, enhancing user convenience [5] - OpenAI's technology framework for this feature was developed in collaboration with payment company Stripe, which also supports ChatGPT's subscription services [7][8] Group 4: Future Developments - OpenAI plans to open-source the framework to help merchants integrate the feature more quickly and explore various use cases beyond e-commerce [8] - The integration of ChatGPT into platforms like Etsy and Shopify presents a significant opportunity for these e-commerce platforms to reach a vast pool of potential consumers [8]
Etsy to Transfer Listing of its Common Stock to the NYSE
Prnewswire· 2025-09-29 20:05
Accessibility StatementSkip Navigation BROOKLYN, N.Y., Sept. 29, 2025 /PRNewswire/ -- Etsy, Inc. (NASDAQ: ETSY), which operates two-sided online marketplaces that connect millions of passionate and creative buyers and sellers around the world, today announced plans to transfer the listing of its Common Stock ("Common Stock") to the New York Stock Exchange ("NYSE") from the Nasdaq Stock Market LLC ("Nasdaq"). Etsy expects the listing of its Common Stock on Nasdaq to cease on October 10, 2025, and the listing ...
OpenAI Will Let Users Shop Directly In ChatGPT, Sending These Two Stocks Surging
Investors· 2025-09-29 18:40
Core Insights - OpenAI has announced a significant move into e-commerce by enabling direct purchases from Etsy sellers through its ChatGPT AI chatbot, which has positively impacted the stock prices of both Etsy and Shopify [1][5]. Group 1: OpenAI and E-commerce Integration - The new Instant Checkout feature in ChatGPT allows users to make single-item purchases from Etsy sellers, with plans to expand to over one million Shopify merchants [1][3]. - The integration is designed to provide organic product recommendations based on user queries, enhancing the shopping experience without leaving the chat interface [3]. Group 2: Market Reactions - Following the announcement, Etsy's stock surged by 14% to $73.06, while Shopify's stock increased by over 5% to $147.63 [5]. - The popularity of ChatGPT as a shopping tool may disrupt traditional e-commerce and online advertising models, particularly those reliant on search engines and product marketplaces [6]. Group 3: Industry Implications - Analysts suggest that this development marks a pivotal shift in the commercial structure of the Internet, moving from search-based discovery to chat-based interactions [7]. - The competitive landscape is evolving, with Google also launching its own AI-driven transaction protocol, indicating a growing trend in AI integration within e-commerce [4][7].
OpenAI partners with Etsy, Shopify on ChatGPT checkout
Reuters· 2025-09-29 17:16
OpenAI said on Monday it is rolling out instant checkout in ChatGPT, in partnership with Etsy and Shopify. ...
OpenAI announces ChatGPT Instant Checkout for Etsy and Shopify
CNBC· 2025-09-29 17:00
Core Insights - OpenAI has launched Instant Checkout, enabling users to purchase products via its ChatGPT AI chatbot, initially supporting single-item purchases from U.S. Etsy sellers [1] - The feature is available to U.S. ChatGPT Plus, Pro, and Free users, with plans to include over one million Shopify merchants soon [1] - OpenAI will charge a fee for transactions completed through ChatGPT, which could provide a significant new revenue stream for the company [2] - The company is currently not profitable and is incurring losses while scaling its computing infrastructure [2] - Specific fee details remain undisclosed due to confidential contracts with Etsy and Shopify, but Instant Checkout is free for users and does not affect product prices [3] - OpenAI aims for ChatGPT to assist users in real-world tasks, with future plans to introduce multi-item carts and expand the feature's regional availability [4]