With in-chat checkout and affiliate fees on the horizon, OpenAI moves to monetize free users and reshape how we search—and shop—online
Jul 17, 2025
OpenAI is preparing to monetize e-commerce within ChatGPT by taking a commission on product sales made directly through the platform. This marks a significant pivot from its current reliance on premium subscriptions. The company is developing in-chat checkout functionality, partnering with Shopify to enable users to complete transactions without leaving ChatGPT. This initiative could unlock new revenue streams—especially from free-tier users—and poses a growing threat to Google’s advertising-driven search model.
Key takeaways
- Revenue expansion strategy: OpenAI plans to take a cut from product sales made directly within ChatGPT, targeting a previously untapped revenue source—free users.
- Checkout integration: A built-in checkout system is in development, powered by Shopify’s technology, to allow seamless in-chat transactions.
- Strategic partnership: OpenAI has partnered with Shopify, which already provides e-commerce integration to platforms like TikTok.
- Competitive pressure on Google: As users shift product discovery to AI chatbots, OpenAI’s move further challenges Google’s dominance in search and advertising.
- Emerging “AIO” practices: Brands are exploring how to optimize their content for AI search, similar to SEO, raising concerns about how AI determines product visibility.
- No traditional ads (yet): While OpenAI claims it won’t take money for placement, it is considering affiliate models and remains open to advertising in the future.
- Personalized shopping: ChatGPT’s enhanced memory allows for more tailored product suggestions, though pricing and shipping are not yet factored into merchant listings.
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