"On Wednesday, the companies unveiled an Instant Checkout feature in ChatGPT, powered by a new commerce protocol they co-developed. The feature is launching first with U.S.-based Etsy sellers and will soon extend to more than a million Shopify merchants, including buzzy brands like Glossier, Skims, Spanx, and Vuori. The protocol sits on top of an open standard for connecting AI models to business systems, developed by Anthropic, called MCP - but focuses specifically on commerce and payments."
"But the implications go far beyond OpenAI. Because the protocol is open source, any AI assistant-from Claude and Gemini to TikTok's AI and xAI-could use the same rails to let users shop within their chatbots. That means conversational shopping could spread across the internet far faster than brands are ready for. The result: Google and Amazon's days as the default starting points for online shopping may be numbered."
OpenAI and Stripe launched an Instant Checkout feature in ChatGPT using a new commerce protocol co-developed with a focus on payments. The feature starts with U.S.-based Etsy sellers and will expand to over a million Shopify merchants, including major consumer brands. The Agentic Commerce Protocol builds on Anthropic's MCP standard and leverages Stripe's fraud prevention, global payment rails, and merchant network to enable broad merchant adoption. The protocol is open source, allowing other AI assistants to integrate the same checkout rails. The shift toward conversational shopping could alter where consumers begin shopping and how brands market products.
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