Dan Novaes explains ChatGPT's new partnership with PayPal (starting 2026) which will let users buy and sell directly inside ChatGPT, positioning OpenAI to expand into agented commerce (AI shopping). He argues this conversational shopping experience — paired with ChatGPT's large user base and monetization via brand placements — could challenge Amazon's e‑commerce dominance and ties to a potential >$1 trillion OpenAI IPO.
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ChatGPT's new partnership with PayPal might turn OpenAI into the next Amazon. Starting in 2026, those with a PayPal will be able to buy and sell directly in ChatGPT. Sidebar Just like Google's done for decades, a brand will be able to buy the top spot to increase sales while at the same time ChatGPT's 700 million weekly users making this a smart move to broaden its use case into agented commerce or better known as AI shopping. Rather than having to search Amazon or research which products are best for sensitive skin, it's going to be more of a conversation so you can give it exact details on what you're looking for. ChatG GPT will find what's best for you, hopefully becoming your personal shopping assistant, making it easier to check out, which is a big reason why Amazon won the E commerce game. And Elon Musk mentioned this on the Joe Rogan podcast that in the next five years apps won't even exist because everything will run through AI further down the rabbit hole. This only gets us closer to digital currency, live shopping and now agented commerce. With a possible OpenAI public stock offering above $1 trillion, this would become the second biggest IPO of all time, behind Saudi Aramco at $1.8 trillion. I'm not saying they do become the next AM they're one of the few companies that could knock them out. For more entrepreneur stories and information like this, follow UBK.
