Stratechery: ChatGPT Ads Work and Fix Amazon's Chatbot Problem; Walmart Embraces Apple Pay
Stratechery · rss · 2026-09-15
This Stratechery episode covers three topics:
- OpenAI's ads push: analysis of OpenAI's advertising business model.
- Amazon ads in ChatGPT: ads in ChatGPT are working, and they solve Amazon's biggest chatbot problem — conversational answers bypass the traditional e-commerce entry point, making ads the new channel to reach buyers.
- Walmart accepts Apple Pay: Walmart finally gives in on Apple Pay, because fighting the status quo is too costly.
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