Walmart sees 20% of traffic from ChatGPT, but it's a small share | Juozas Kaziukėnas posted on the topic | LinkedIn

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🚨 ChatGPT just became a shopping mall. And Amazon should be worried.

OpenAI just launched Instant Checkout—letting users buy directly from over 1 million Shopify merchants (Glossier, Skims, Spanx, Vuori) without ever leaving ChatGPT.

This isn’t just a feature update. It’s a complete shift in how we think about commerce.

Here’s why this changes everything:

✅ Zero friction buying. No redirects, no new tabs, no abandoned carts. You chat, you buy, you’re done.

✅ AI-powered discovery. Instead of searching through endless product pages, you describe what you want and ChatGPT finds it for you.

✅ Conversational commerce. “I need a gift for my sister who loves skincare” becomes a personalized shopping experience in seconds.

The implications are massive:

→ E-commerce platforms will need to rethink their entire user experience
→ Search-based shopping could become conversation-based shopping
→ The line between AI assistant and marketplace just disappeared

We’re witnessing the birth of “Agentic Commerce”—where AI doesn’t just recommend products, it facilitates the entire buying journey.

Amazon built an empire on making buying easier. ChatGPT just made it effortless.

What’s your take—will conversational commerce replace traditional e-commerce, or is this just another channel?