Morning Brew Daily Walmart and OpenAI Go Shopping Together & Silver Takes Gold
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Oct 15, 2025 Hosts dive into Walmart's innovative partnership with OpenAI, revolutionizing shopping through ChatGPT. They highlight the impact of new tariffs on imported lumber and furniture, raising concerns for U.S. consumers. A surprising focus on silver reveals its potential as the most precious metal, driven by industrial demand. The discussion shifts to the music industry, examining how artists use multiple album variants to boost sales and the backlash from fans. Lastly, Instagram's move to PG-13 content and Apple TV's rebranding are explored.
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ChatGPT Is Becoming A Shopping Interface
- Walmart partnered with OpenAI to let shoppers ask ChatGPT and check out without using a search bar.
- This signals a potential shift from search-based e-commerce to conversational, AI-first shopping.
Walmart Vs Amazon: Open Vs Walled Ecosystems
- Amazon blocks AI crawlers while Walmart welcomes AI referrals, exposing different platform strategies.
- These opposing approaches show Amazon protecting its ad ecosystem and Walmart chasing external traffic.
Optimize For AI Queries, Not Just Search
- Brands must prepare for AI-driven ranking, not just SEO, as chats surface product results differently.
- Expect agencies and strategies to emerge focused on surfacing your products in AI responses.