AI电商激烈搏杀，亚马逊屏蔽ChatGPT

Core Viewpoint - ChatGPT is aggressively advancing its AI e-commerce business by integrating with multiple platforms such as Etsy, eBay, Shopify, and Walmart, allowing users to complete purchases directly within ChatGPT without redirecting to third-party sites [1][3]. Group 1: ChatGPT's E-commerce Strategy - ChatGPT offers a new AI shopping experience that recommends products based on personalized user needs, allowing sellers to pay only a small transaction fee without additional advertising costs [3][11]. - Users can now purchase products directly from platforms like Etsy within the ChatGPT interface, while other platforms like Walmart and Shopify still require users to navigate away to complete transactions [9][11]. - ChatGPT's shopping functionality may undermine Amazon's advertising revenue by enabling consumers to bypass paid ads and directly find desired products [8][15]. Group 2: Amazon's Response - Amazon has restricted ChatGPT's access to its system by blocking specific crawlers, preventing real-time access to product listings, prices, and promotions [5][6]. - This move is seen as a defense mechanism to protect Amazon's status as the primary shopping entry point, as ChatGPT's capabilities could shift consumer behavior away from Amazon [8][15]. - Amazon has introduced its own AI shopping assistant, Rufus, to retain user engagement within its platform and ensure that the first point of inquiry remains on Amazon [16][19]. Group 3: Historical Context and Implications - The situation mirrors past events where platforms like Taobao blocked search engines to maintain control over transaction processes, highlighting a recurring theme in e-commerce [4][21]. - Amazon's actions reflect a broader trend of platforms seeking to safeguard their commercial ecosystems against external influences that could disrupt their revenue models [22].