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@NUTSSSR
"The $OpenAI instant checkout marks a significant step in agentic commerce where AI facilitates transactions autonomously while maintaining merchant control. AI that autonomously handles complex tasks like product discovery comparisons or transaction completion. Huge implications for ecommerce and the giants like $Goog $Amzn $Meta. While $Meta has enabled instagram shopping its not as seamless and automated within the app itself. Agentic Commerce Protocol: When someone places an order ChatGPT sends the necessary details to the merchants backend using Agentic Commerce Protocol which they have"
X Link @NUTSSSR 2025-09-29T20:14Z XXX followers, XXX engagements
"$ETSY is up XX% as the $OpenAI deal could be transformative for the $6bn market company with sluggish sales growth to gain significant reach and visibility through the fast growing ubiquitous LLM -chatgpt. While at present only the US users of chatgpt (c.70mn) can execute transactions question of time this opens to the entire base of c.700mn which soared from 500mn in March and fourfold yoy. $ETSY had c.87mn users as of 2Q25 -X% yoy and XXX mn sellers. The network effect from the deal likely to catapult both the number of buyers and the sellers. Revenue (c.2.8bn 2025e yoy 1.1%) grwth"
X Link @NUTSSSR 2025-09-29T19:43Z XXX followers, XXX engagements
"Chatgpt XXX mn weekly average users get access to $shop merchants & $etsy merchants and analysis / recos from chatgpt. The merchants get access to XXX mn user base. $Openai gets access to consumer preferences and purchase data. Open AI strengthening its lead moat and business model. Shopify widening its network effect. #AI"
X Link @NUTSSSR 2025-09-29T18:03Z XXX followers, XXX engagements