从AI聊天到线上购物 OpenAI力争将ChatGPT打造成AI时代的“万能应用”

Core Insights - OpenAI has introduced a new "shopping feature" within the ChatGPT application, allowing users to compare products and make purchases on external websites, aiming to enhance its competitive edge against rivals like Google and Perplexity AI [1][3][8] - The integration of this shopping functionality is part of OpenAI's strategy to position ChatGPT as an "everything app," increasing user engagement and retention [1][8][10] - OpenAI's user base has surpassed 800 million globally, with significant growth attributed to the recent launch of GPT-4.5 and other features [6][10] Group 1: New Features and User Engagement - The shopping feature allows users to quickly compare products and complete purchases through links to sites like Amazon, initially limited to certain categories such as electronics and fashion [3][5] - Over 1 billion web searches were conducted through ChatGPT last week, indicating a shift in user preference towards using ChatGPT for queries instead of traditional search engines [2][5] - The new shopping functionality is available to all 500 million active users and visitors, enhancing the platform's appeal [3][5] Group 2: Competitive Landscape - OpenAI's shopping feature is designed to compete directly with similar offerings from Perplexity AI and other platforms, intensifying competition in the generative AI space [3][9] - The integration of shopping capabilities is expected to attract more developers to the ChatGPT ecosystem, enhancing its network effects [5][10] Group 3: Revenue Growth Projections - OpenAI anticipates significant revenue growth, projecting nearly a 1000% increase by 2029, driven by various revenue streams including subscriptions and API access [10] - Subscription revenue from ChatGPT is expected to rise from $8 billion in 2025 to $50 billion by 2029, while API access revenue is projected to grow from $2 billion to $22 billion in the same period [10]