Motley Fool Money Winners & Losers from ChatGPT’s Shopping Launch
35 snips
Oct 1, 2025 
Lou Whiteman, a retail and tech trends analyst known for his data-driven insights, and Rachel Warren, an expert in retail and e-commerce coverage, dive into the implications of OpenAI's new shopping feature. They explore how agentic shopping could disrupt giants like Amazon and Google while benefiting platforms like Shopify and Etsy. The duo discusses the potential learning curve for consumers adapting to AI-driven shopping and examines whether this innovation could render traditional advertising obsolete.
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ChatGPT Instant Checkout Explained
- OpenAI launched Instant Checkout to let users buy inside ChatGPT using Stripe protocol and agents.
- The service is free for users and OpenAI will take a small merchant fee while expanding beyond Etsy and Shopify.
AI May Replace Some Search Experiences
- Agentic shopping could shift search behavior away from traditional web search toward AI-driven recommendations.
- Lou warns quality depends on input data and could reproduce generic, clickbait-style results.
Wait For Adoption Signals
- Expect a learning curve as consumers decide whether to trust AI to extend the search-to-checkout flow.
- Watch adoption signals before assuming agentic shopping will replace current habits.