Amazon's in a tough spot. Either pay OpenAI a cut and lose ad revenue when customers switch to ChatGPT, or watch competitors like Walmart and Shopify take market share.
It makes sense waiting, but shopping on the new GenAI paradigm feels inevitable. I think Amazon will lose more leverage with OpenAI the longer they wait.
Amazon's in a tough spot. Either pay OpenAI a cut and lose ad revenue when customers switch to ChatGPT, or watch competitors like Walmart and Shopify take market share.
It makes sense waiting, but shopping on the new GenAI paradigm feels inevitable. I think Amazon will lose more leverage with OpenAI the longer they wait.