Hua Er Jie Jian Wen·2025-09-01 00:29Core Insights - A shopping revolution driven by artificial intelligence is emerging, transforming how consumers interact with brands and potentially reshaping the e-commerce landscape [1] Group 1: AI Shopping Revolution - Leading AI companies like OpenAI, Google, Microsoft, and Perplexity are launching new features that enable chatbots to understand user needs, search for products, and even complete orders on behalf of users, shifting the shopping experience from traditional web browsing to direct AI interaction [1] - Gartner predicts that traditional search engine traffic will decline by 25% next year due to the rise of generative AI, indicating a significant shift in the e-commerce value chain [1] Group 2: Commercialization of AI Shopping Agents - OpenAI has released an updated shopping system called "Agent" and plans to integrate payment features in ChatGPT, allowing it to earn commissions from sales made through its platform [2] - Google has introduced a new "AI mode" and product price tracker aimed at saving consumers time and effort [2] - Perplexity and Microsoft have also launched AI tools capable of handling similar shopping tasks [2] Group 3: Brand Marketing Logic Reconstruction - The rise of AI agents is forcing brands to rethink how they are "seen," with nearly 60% of Google searches in Europe no longer generating clicks as users rely on AI-generated summaries [3] - Brands are adopting new strategies, focusing on product description specificity and optimizing website loading speeds [3] - The emergence of "semantic search" is leading users to describe their needs in broader terms, prompting brands to reorganize product catalogs to align with new search styles [3] Group 4: Shift in Consumer Choice - The location of transactions may shift from brand websites and e-commerce platforms to AI chatbots, potentially limiting consumer choice [4] Group 5: Preparing for Third-Party Transactions - Brands need to prepare for transactions occurring on third-party platforms, as highlighted by media agency Dept's CEO Dimi Albers [5] - Concerns have been raised about AI agents potentially diminishing the importance of stores and brands, as they filter products for users, which may restrict consumer choice [5]