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ChatGPT做电商,攻入亚马逊的腹地
3 6 Ke· 2025-10-09 13:03
Group 1 - ChatGPT has integrated with multiple e-commerce platforms, allowing users to shop directly within its interface, marking a significant shift in its role from an information source to an e-commerce entry point [1][2] - The launch of Instant Checkout on September 29 enables personalized shopping experiences by allowing users to request specific products, which ChatGPT then finds and recommends from platforms like Etsy and Shopify [2][4] - ChatGPT acts as a "digital shopping assistant," providing product recommendations based on user queries without interference in product ranking or pricing, which is determined by relevance to user needs rather than advertising spend [4][6] Group 2 - The introduction of Instant Checkout creates a closed-loop shopping experience, challenging traditional e-commerce platforms like Amazon and eBay by altering the flow of e-commerce traffic and user engagement [6][9] - ChatGPT's approach to product recommendations, which prioritizes user needs over advertising, poses a threat to Amazon's advertising revenue model, which heavily relies on paid placements [7][9] - E-commerce sellers will need to adapt their strategies, focusing on product quality and AI-driven SEO to gain visibility in ChatGPT's recommendations, moving away from traditional advertising-heavy approaches [11][12] Group 3 - The impact of ChatGPT on e-commerce will be gradual, as it cannot quickly displace established players like Amazon, which has a robust logistics and data infrastructure [12][13] - Shopify's integration with ChatGPT is expected to enhance its e-commerce capabilities, providing a decentralized platform that benefits from ChatGPT's user base [13][14] - OpenAI's need for diversified revenue streams, given its current reliance on subscription fees and API calls, drives its push into e-commerce, which could significantly influence the market landscape [14]