The Rundown

OpenAI Partners with Shopify for "Instant Checkout," Spotify CEO Steps Down

24 snips
Sep 30, 2025
Explore the latest stock market trends and risks of a government shutdown. Discover OpenAI’s exciting partnership with Shopify for Instant Checkout, streamlining purchases through ChatGPT. Unpack YouTube’s hefty settlement with Trump and the implications for tech companies. Dive into CoreWeave’s major deals in AI infrastructure and the fallout from Spotify's leadership shake-up as Daniel Ek transitions to executive chairman. Plus, learn about the quirky trend of dirty sodas, sparked by new flavors from Pepsi!
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INSIGHT

ChatGPT Becomes A Sales Channel

  • OpenAI will take a cut on purchases made through ChatGPT's Instant Checkout integrated with Etsy and Shopify.
  • This creates a direct commerce revenue stream without charging shoppers extra.
INSIGHT

AI Costs Drive New Monetization

  • OpenAI needs new revenue as it reported heavy operating losses and high GPU costs.
  • Commerce fees and ad-like products aim to diversify income beyond model licensing.
INSIGHT

AI-Generated Short-Form Video Play

  • OpenAI plans a TikTok-like app for AI-generated short-form video using Sora 2.
  • The move targets advertising dollars that Instagram and TikTok currently capture.
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