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So in their example, OpenAI and their partner Stripe is handling the transaction? If yes, they are now competing with both Google (advertising) and Amazon/Walm

• didibus 1y ago
  Not sure it competes with Amazon/Walmart, those would probably end up the places where the agent would purchase from. They're not becoming a marketplace for merchants, this is just a protocol so that the AI agent can place a purchase on any site that supports it. Also, OpenAI is not handling the transaction, Stripe is, but it doesn't have to be Stripe, just that Stripe co-developed the protocol with OpenAI and is first to have it available.
• ipnon 1y ago
  Which means if investors find this compelling, there are massive revaluations in store on the public market.
• thesimon 1y ago
  > Amazon/Walmart They are also in the advertising business. Walmart cleared $4 billion last year. https://www.adexchanger.com/commerce/walmarts-ad-business-cleared-4-billion-in-2024-and-is-only-getting-started/ https://www.adexchanger.com/commerce/walmarts-ad-business-cl...