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OpenAI开始做电商生意
21世纪经济报道·2025-10-03 10:08

Core Insights - OpenAI has launched a new shopping feature called "Instant Checkout" for ChatGPT, allowing users to complete the entire shopping process within the chat interface, from product recommendations to payment [1][3] - This development is seen as a potential disruption to traditional e-commerce platforms like Amazon and Google, with OpenAI stating that this is just the beginning of their e-commerce integration [1][8] Group 1: Shopping Functionality - The new feature enables users to make purchases directly in ChatGPT without needing to navigate to external e-commerce sites [3] - Users can ask for product recommendations, and if the product supports instant checkout, they can complete the purchase by confirming order and payment details within the chat [3][5] - Currently, products available for purchase through ChatGPT include those from Etsy and over a million Shopify merchants, including well-known brands like Glossier and SKIMS [3] Group 2: AI vs Traditional E-commerce - Traditional e-commerce platforms require users to search for products using specific keywords, while ChatGPT allows for a more conversational approach, identifying user needs through dialogue [7] - ChatGPT aims to act as a digital personal shopping assistant, connecting users with a wide range of external merchants while handling transactions securely [7] - OpenAI claims that product search results in ChatGPT are generated based on relevance rather than sponsorship, addressing common criticisms of traditional e-commerce advertising practices [7][8] Group 3: Market Implications - The introduction of this feature may redefine shopping entry points, potentially diminishing the traffic dominance of traditional e-commerce platforms like Amazon [8] - OpenAI emphasizes that the instant checkout feature does not prioritize products in search results, instead considering factors like inventory, price, and quality to enhance user experience [8] - The company suggests that the integration of AI into shopping could lead to significant changes in current business systems [8]