OpenAI's Huge Secondary Round and Valuation

OpenAI has introduced Instant Checkout inside ChatGPT, allowing purchases to happen directly in the conversation. The update challenges the traditional search-to-cart model, raising questions about consumer adoption, advertising, and control of online shopping intent. Discussion also covers the agentic commerce protocols powering this shift, Stripe and Shopify’s involvement, Google’s competing AP2 standard, and the broader implications for Amazon, Google, and the future of e-commerce.

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