John Maeland
๐—–๐—ต๐—ฎ๐˜๐—š๐—ฃ๐—ง ๐—บ๐—ผ๐˜ƒ๐—ฒ๐˜€ ๐—ถ๐—ป๐˜๐—ผ ๐˜€๐—ต๐—ผ๐—ฝ๐—ฝ๐—ถ๐—ป๐—ด ๐Ÿ›๏ธ โ€” ๐—ฎ๐—ป๐—ฑ ๐˜๐—ต๐—ฎ๐˜ ๐—ต๐˜‚๐—ฟ๐˜๐˜€ ๐—š๐—ผ๐—ผ๐—ด๐—น๐—ฒ ๐˜€๐—ฒ๐—ฎ๐—ฟ๐—ฐ๐—ต OpenAI is launching an โ€œInstant Checkoutโ€ feature inside ChatGPT โ€” 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 โ€” meaning no ads, no clicks, no SEO. This is a clear structural threat to Googleโ€™s ad model: when discovery and purchase happen in-chat, the search page becomes obsolete. โ€ข Marketing budgets and ad spend will follow the user โ€” 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). Iโ€™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
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