Winners & Losers from ChatGPT’s Shopping Launch

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The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 1 October 2025

⏱️ 25 minutes

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Summary

OpenAI has launched shopping within ChatGPT and this could be a disruptive force to companies like Amazon, Google, Shopify, and Etsy. We discuss who the winners could be and who will be a loser in this agentic shopping world. Travis Hoium, Lou Whiteman and Rachel Warren discuss: - ChatGPT shopping launch - Winners in agentic shopping - Losers in agentic shopping - How big tech will adjust to the new world of commerce Companies discussed: Shopify (SHOP), Etsy (ETSY), Amazon (AMZN), Alphabet (GOOG, GOOGL). Host: Travis Hoium Guests: Lou Whiteman and Rachel Warren Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Are AI agents the future of shopping?
0:08.2	Motley Fool Money starts now.
0:20.7	Welcome to Motley Full Money.
0:22.2	I'm Travis Hoyam, joined by Lou Whiteman and Rachel Warren.
0:25.6	And we have to talk about the big topic of the week.
0:29.0	That is Open AI's announcement that they are going to allow shopping within ChatGPT.
0:34.8	Don't even have to leave ChatGPT to buy your Etsy orders and stuff from Shopify.
0:41.6	Rachel, there's a lot going on here.
0:43.1	What did we learn about this?
0:44.2	Is this something that people want?
0:46.4	It seems like the industry and AI has been talking about this as a phenomenal use case.
0:51.1	As I see kind of early examples, I'm a little bit skeptical, but I'm willing to
0:55.5	be swayed. So what are your thoughts on shopping within chat GPT?
1:00.0	Yeah. This is honestly kind of fascinating to me. And I think particularly as we have watched
1:04.6	online shopping and what that looks like for consumers evolve so much over the last few years.
1:09.6	I do think we're going to have to see how
1:11.1	comfortable users are actually using chat GPT to shop. How many people are actually going to do that?
1:16.7	I'm not convinced, but I do think we could see this become a new normal if the interest and
1:22.3	adoption is there. But how does this work? So Open AI has launched this new shopping feature.
1:27.3	It's called
1:27.6	instant checkout. It allows users to purchase products directly within a chat GPT conversation.
1:33.0	So let's say you put into chat GPT best running shoes for under $100. Well, then chat GPT would
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