ChatGPTが商品画像・価格・比較機能を備えたショッピングプラットフォームに変貌、ただし決済機能はなし
OpenAIはChatGPTに商品画像、価格、比較を表示する視覚的ショッピング機能を追加しつつ、自社の決済システムを廃止して決済を小売業者に委ねることで、プラットフォーム化を進めている。
キーポイント
ChatGPTの視覚的ショッピング機能追加
ChatGPTがチャット内で商品画像、価格、並列比較を表示するショッピング機能を獲得し、ユーザー体験を向上させている。
OpenAIの決済システム廃止と外部委託
OpenAIは自社の決済システムを廃止し、チェックアウト(決済)プロセスを小売業者に直接委ねる戦略的転換を行っている。
プラットフォームとしての機能拡張
商品発見・比較機能を提供するが決済は行わない「ショッピングプラットフォーム」としての位置づけを明確にしている。
ビジネスモデルの進化
従来のAIサービス提供から、EC連携による新たな収益機会やエコシステム構築への移行を示唆している。
影響分析・編集コメントを表示
影響分析
この動きは、生成AIが単なる会話ツールから実用的な商業プラットフォームへ進化する重要な転換点を示している。小売業者との連携強化により、AIエコシステムの拡大と新たな収益モデルの可能性を開く一方、プラットフォーム依存やデータ活用に関する課題も生じうる。
編集コメント
AIアシスタントの実用化が進み、EC連携という具体的なビジネス応用段階に入ったことを示す重要なニュース。プラットフォーム化による収益多角化と、自社決済からの撤退という戦略的選択が興味深い。

ChatGPTは、チャット内で商品画像や価格、並列比較を直接表示するビジュアルショッピング機能を導入します。同時に、OpenAIは自社の決済システムを終了し、決済プロセスを小売事業者に委ねる方針です。
この記事「ChatGPTは商品画像・価格・比較を備えたショッピングプラットフォームへ、ただし決済機能はなし」は、The Decoderで最初に公開されました。
原文を表示
OpenAI is adding visual shopping features to ChatGPT that show products with images, prices, and side-by-side comparisons directly in the chat. At the same time, the company is dropping its own payment system and handing checkout off to retailers.
OpenAI is expanding ChatGPT with visual shopping features. Users will be able to browse products in image tiles, upload their own photos to find similar items, and refine results through conversation. Products show up side-by-side with prices, ratings, and key features in comparison tables.
OpenAI says the update is rolling out to all ChatGPT users this week, including the free version and the Go, Plus, and Pro plans.
ChatGPT now shows actual products instead of generic text tips
OpenAI gives an example: previously, uploading a photo of a shirt and asking for similar products would get you a text response with generic style tips and brand names. Now ChatGPT returns specific products with images, prices, and a tabular comparison of fabric, fit, and price range.
Previously, ChatGPT provided generic text recommendations with style references and brand names. After the update, the chatbot shows specific products with images and prices. | Image: OpenAI
The technical foundation is what OpenAI calls the Agentic Commerce Protocol (ACP), which the company is now extending to product discovery. Retailers feed their product catalogs and promotions into ChatGPT via ACP, with several integration channels supported, including third-party providers like Salesforce and Stripe.
According to OpenAI, Target, Sephora, Nordstrom, Lowe's, Best Buy, The Home Depot, and Wayfair have already integrated their catalogs through ACP. Shopify retailers are automatically connected via the Shopify Catalog. Long-term, ACP will also support personalization, local availability, and delivery times.
As an example of deeper integration, Walmart is launching its own in-ChatGPT app that takes users from product discovery into a Walmart environment with account linking, loyalty programs, and its own payment methods. The feature is initially available in the web browser, with iOS and Android coming later.
OpenAI gives up on its own checkout and bets on product discovery instead
OpenAI's announcement confirms earlier reports: the first version of its own instant checkout system didn't offer the flexibility retailers needed. In some cases, OpenAI had to connect merchants manually. Now retailers will use their own checkout processes, while OpenAI focuses on product discovery. The company already launched a shopping research agent back in the winter.
Rather than becoming a payment processor, OpenAI is positioning itself as an upstream discovery layer that sends users to the retailers' existing stores. For OpenAI, this means less control over the e-commerce process and potentially less revenue sharing.
It remains to be seen what criteria ChatGPT uses to recommend certain products and whether integrated retailers are systematically favored over non-connected ones. OpenAI has repeatedly said in the past that ChatGPT's answers shouldn't be driven by commercial interests.
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