OpenAI’s New AI Agent Can Order Groceries for You. Analysts Say That’s Bad News For Google.
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- Analysts said that OpenAI’s new Operator AI agent may have a huge impact on zero -industrial economy companies such as Google search, Uber, and digital advertisers.
- OpenAI said that users of the $ 200 PRO plan for OpenAi on Thursday issued Operation, which can order grocery and book travel through the user’s network browser.
- Analysts said that Operator can promote the zero -working economy, but it may also reduce Google’s search traffic and digital advertising exposure.
The new Operator AI agent of the ChatGPT manufacturer OPENAI may have a huge impact on the zero -industrial economy companies such as Google Search and Uber (Superior) And digital advertisers, according to analysts.
According to OpenAI, the Operator released by users of the $ 200 PRO plan for OpenAI on Thursday can order grocery and booking travel through the user’s network browser. The company stated that it is expected to launch Operations at PLUS -level users at $ 20 a month and will eventually integrate it with ChatGPT.
Instant shopping cart (cart), Door breakfold number (sprintA Bank of America analysts told customers in a report on Friday that if the operator can simplify the ordering process, Uber and other zero -industrial economy companies may become the biggest beneficiaries. Openai is working with these companies and Booking Holdings (Bkng) OpenTable and Priceline.
Bank of America predicts that by 2025, the total number of zero -industrial economy in the United States may reach US $ 240 billion, and artificial intelligence agents like Operator may promote growth. The bank said that if Operator is proven to be successful, it may bring a higher conversion rate to these companies.
However, Morgan Chase analysts warned that this may also cause users to reduce the time on retail websites, which may have a negative impact on the opportunities of new product discovery and cross -sales. For example, if the user requires Operator to find recipes and order raw materials from Instacart, this may eliminate search traffic that may originally flow to Alphabet (Google) Morgan Chase said that Google also prevented users from seeing digital advertisements along the way. It is worth noting that analysts speculate that Operator is shielded by Alphabet’s YouTube and Reddit (RDDT) The latter’s half of the traffic comes from Google.
Operator also competed for Google’s own AI agent, including an agent named Project Mariner announced in December. It will also be with META (Plum tower), Morgan Chase is expected to increase its LLAMA 4 Generate artificial intelligence The platform will provide some services similar to Operator this year.