近日，ChatGPT搞了一个大动作，接入多个电商平台，允许用户在ChatGPT站内完成购物，无需像之前那样跳转到第三方购物网站。 这意味着，拥有8亿活跃用户ChatGPT，，不再仅仅是一个"信息入口"，同时也是一个电商购物的入口。 这对于亚马逊、eBay、Shopify以及广大跨境 电商卖家来说，是一个巨大的行业变化。 01.ChatGPT的电商生意经 9月29日，ChatGPT上线了 Instant Checkout（即时结账/支付），接入Esty、Shopify两家平台，朝电商业务迈进了更加实质的一步。 通过"即时结账"，用户可以向ChatGPT提出非常个性化的购物需求，然后由其在Etsy、Shopify平台海量SKU中查找、筛选适合的商品，并推荐过来。 用户的购买，完全在ChatGPT站内完成，无需跳转到第三方网站或App，整个过程非常流畅。 Open AI（ChatGPT的母公司）演示了整个购物过程。用户向ChatGPT提出购物需求："朋友乔迁，帮忙选一份礼物。手工制作的、陶瓷材质的餐具就 不错，最好是白棕配色，预算在100 美元以内。 "ChatGPT经过一番搜索、筛选、匹配之后，给用户推荐了一件陶 ...

Core Insights - ChatGPT has integrated e-commerce capabilities, allowing users to shop directly within its platform, marking a significant shift in the e-commerce landscape [5][6][12] - The introduction of Instant Checkout enables personalized shopping experiences, where users can request specific products, and ChatGPT will recommend suitable items from platforms like Etsy and Shopify [7][9] - ChatGPT positions itself as a "digital shopping assistant," providing unbiased product recommendations based on user needs rather than advertising spend [11][14] E-commerce Impact - The integration of ChatGPT into e-commerce changes the flow of traffic and product visibility, challenging traditional platforms like Amazon and eBay, which have relied heavily on advertising for product ranking [14][15] - Amazon's advertising revenue is projected to reach $56.2 billion in 2024, highlighting its reliance on ad spend for product visibility, which contrasts with ChatGPT's approach of prioritizing user needs [15] - ChatGPT's model may disrupt the traditional e-commerce operational logic, where sellers typically invest in ads to gain visibility, as AI-driven recommendations focus on product quality and user feedback [18][19] Market Dynamics - The shift towards AI-driven shopping experiences may favor niche and long-tail products, as users increasingly seek specific items through detailed queries [20][21] - As ChatGPT connects with more e-commerce platforms, particularly Shopify, it will enhance its product offerings and potentially reshape the competitive landscape [24] - OpenAI's entry into e-commerce is driven by the need for diversified revenue streams, with projected revenues of $12.7 billion by 2025, indicating a strategic pivot to enhance profitability [25]