OpenAI and Instacart have deepened their partnership by embedding end-to-end grocery shopping directly into ChatGPT, advancing OpenAI’s broader push toward agentic commerce, where AI not only advises but executes transactions. This move fits a broader strategy to integrate third-party apps into ChatGPT to drive monetization through transaction fees, amid ongoing challenges to OpenAI’s profitability due to high compute costs. While AI-assisted shopping is expected to grow rapidly, the article implies that commerce commissions alone are unlikely to meaningfully offset OpenAI’s financial deficits without massive user adoption.
You Can Buy Your Instacart Groceries Without Leaving ChatGPT