Amazon is reportedly in talks with OpenAI about an investment of up to $50 billion. OpenAI is seeking a total of around $100 billion in fresh capital. SoftBank also said to be among the potential investors. OpenAI has also set the price for its new ads on ChatGPT at $60 per 1,000 impressions. That’s about three times as much as Meta.
OpenAI is making its “ChatGPT Instant Checkout” a paid service and charging a 4% sales commission – initially from Shopify merchants. The reason for this is the high pressure to monetize due to the high investments. At the same time, OpenAI is changing the retail landscape: those who don’t pay lose convenience and thus sales – a clear signal that agentic commerce is no longer a free traffic channel.
As we close out 2025, it’s clear this wasn’t just another year of incremental growth – it was a year of structural re-architecture. The marketplace model has moved from being a “digital shelf” to an integrated, AI-driven, and internationally fluid ecosystem. For sellers, the “Bigger Picture” of 2025 is the transition from managing listings to managing complex, cross-border value chains.
Live shopping is becoming a key trend in European e-commerce – and eBay Live has now brought its own version to Germany. Other European markets will likely follow soon. The new feature lets sellers stream, interact, and sell in real time through the eBay app, combining entertainment and commerce.
Shein continues to face significant pressure in France: first, the government initiated to suspend the platform, then on Thursday, 200,000 Shein packages were inspected at Paris’ Roissy-Charles de Gaulle Airport. The goal: to remove illegal and unsafe products from circulation.
Since 2018, Amazon’s logistics workforce in the U.S. has more than tripled to over 1.2 million employees. By 2027, around 160,000 positions are expected to be cut through increased automation. By 2033, this could make more than 600,000 potential new hires unnecessary.
OpenAI is rolling out a native checkout in ChatGPT, letting users in the U.S. buy products without ever leaving the chat. The first integrations are with Etsy and Shopify sellers. Users can see product options, select variants, and complete the purchase directly in the interface. It’s a first step toward what some call “agentic commerce” – where AI handles not just discovery, but also transactions.
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