John Maeland @Lordhumpe: "𝗖𝗵𝗮𝘁𝗚𝗣𝗧 𝗺𝗼𝘃𝗲𝘀 𝗶𝗻𝘁𝗼 𝘀𝗵𝗼𝗽𝗽𝗶𝗻𝗴 🛍️..."

Norway

𝗖𝗵𝗮𝘁𝗚𝗣𝗧 𝗺𝗼𝘃𝗲𝘀 𝗶𝗻𝘁𝗼 𝘀𝗵𝗼𝗽𝗽𝗶𝗻𝗴 🛍️ — 𝗮𝗻𝗱 𝘁𝗵𝗮𝘁 𝗵𝘂𝗿𝘁𝘀 𝗚𝗼𝗼𝗴𝗹𝗲 𝘀𝗲𝗮𝗿𝗰𝗵 OpenAI is launching an “Instant Checkout” feature inside ChatGPT — users can now find, compare and buy products directly in chat, skipping websites and search engines entirely. Early data shows ChatGPT converts in ~16% of cases, compared to just ~2% on Google Search. Products are shown based on relevance, not paid ranking — meaning no ads, no clicks, no SEO. This is a clear structural threat to Google’s ad model: when discovery and purchase happen in-chat, the search page becomes obsolete. • Marketing budgets and ad spend will follow the user — into AI assistants. Winners: Microsoft (Copilot integrations), OpenAI (platform fees), and infrastructure plays powering inference at scale (NVDA, AVGO, ANET, SMCI, VRT). Loser: Ad-based search (GOOGL). I’m portfolio is positioned for this shift. Investing in the inference & infrastructure layer. www.wired.com/story/openai-adds-shopping-to-chatgpt/ $SPX500 $NSDQ100 $GOOGL (Alphabet Inc Class A) $NVDA (NVIDIA Corporation) $BTC