OpenAI is scaling back shopping directly inside ChatGPT via Instant Checkout by having checkouts instead take place in the specific apps that plug into ChatGPT (The Information)
Why it matters: OpenAI's strategic shift in commerce and strong financials signal a maturing business eyeing public markets.
- OpenAI is scaling back its 'Instant Checkout' feature, moving shopping transactions to specific apps integrated with ChatGPT (The Information).
- OpenAI reportedly achieved $25 billion in annualized revenue by the end of February, an increase from $21.4 billion at the end of 2025 (The Information via TechMeme).
- OpenAI has selected two law firms, indicating concrete steps toward a potential IPO as soon as Q4 (The Information via TechMeme).
OpenAI is reportedly scaling back its direct in-app shopping ambitions within ChatGPT, shifting checkout processes to integrated third-party applications. This strategic pivot comes as the company shows strong financial growth, reportedly hitting $25 billion in annualized revenue by February, and is actively preparing for a potential IPO as early as Q4.
