Dylan Patel

I bought an Oral-B, IO, like, Series 9 or whatever.

These models now can figure out exactly what you want.

More than 10% of Etsy's traffic is straight from GPT.

Wow.

Amazon blocks GPT, but otherwise it would be really high.

People make purchasing decisions through GPTs.

They just don't make the purchase.

OpenAI's head of applications or CEO of applications was at Shopify and created the shopping agent.

This is very clear.

This is how they monetize.

And this is like something we wrote about like on the newsletter once.

The models are going to purchase for you.

They're going to do actions for you.

And then the company that does those actions for you, the model that will be able to take some sort of take rate, even if it's like 0.1%, even if it's 1%, it's 2%.

It would be like a credit card transaction.

Visa is the most amazing business in the world because of this, right?

And chat could be that too if I'm making my decisions on purchasing all sorts of things.

I mean, I already almost outsource like what am I going to eat to like the front page recommendation of like Uber Eats sometimes or Google Maps reviews.

It's like, oh, I'm feeling like pizza.

It's like, okay, well, the first one is what I'm going to go to, right?