Google has shifted its strategy in AI-driven commerce to challenge OpenAI’s monetization model in online shopping. Instead of taking a cut from transactions via its Gemini AI chatbot, Google aims to generate revenue through specialized ads for retailers. This approach attracts partnerships from companies like Walmart and Shopify, enhancing Google’s position in the emerging agentic commerce market. By opting for an ad-centric model, Google seeks to reduce costs for retailers, contrasting with OpenAI’s transaction fee structure, which can burden smaller merchants. Additionally, Google’s Universal Commerce Protocol promotes interoperability for AI-driven shopping assistants, allowing retailers to engage with consumers seamlessly. As competition intensifies, Google’s expansive infrastructure—integrated with platforms like Search and YouTube—places it at an advantage over OpenAI. With a focus on enhancing shopping experiences and maintaining competitive prices, Google is set to reshape the e-commerce landscape. This rivalry promises to drive innovation, evolving how consumers discover and purchase products online.
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