ChatGPT referrals to retailers’ apps increased 28% year-over-year, says report
What Happened
ChatGPT referrals to retailers' apps were up on Black Friday year-over-year, with Walmart and Amazon benefiting the most.
Our Take
ChatGPT's funneling 28% more traffic to retail apps YoY? That's not innovation—that's ChatGPT becoming a shopping layer. People ask an AI what to buy, it links to Walmart, Walmart wins.
Amazon and Walmart dominate because they ship fast and people trust them. ChatGPT's just a referral mechanism. Smaller retailers get crumbs because they can't match the logistics.
This isn't about ChatGPT being smart, it's about convenience tax. People'll pay for the path of least resistance.
What To Do
If you're running a small e-commerce store, having ChatGPT integration does almost nothing unless you're already competing on price or shipping speed.
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