OpenAI's New AI Agent Can Order Groceries for You. Analysts Say That's Bad News For Google.

Investopedia01-25 03:37

Key Takeaways OpenAI's new Operator AI agent could have huge implications for Google Search, gig economy companies like Uber, and digital advertisers, according to analysts.Operator, released Thursday...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2506460890?lang=en_US&edition=fundamental","thumbnail":"https://www.investopedia.com/thmb/NSvLJS3H5Ib0SpK3WTN32F1uOTw=/6000x4000/filters:no_upscale():max_bytes(150000):strip_icc()/GettyImages-2188218236-34f7fb0ac0034b7d9c1208fa11b9fabf.jpg","is_english":true,"pubTime":"2025-01-25 03:37","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2506460890","market":"hk","top_or_hot":-1,"title":"OpenAI's New AI Agent Can Order Groceries for You. Analysts Say That's Bad News For Google.","media":"Investopedia","content":"<div>\n<p>Key Takeaways\nOpenAI's new Operator AI agent could have huge implications for Google Search, gig economy companies like Uber, and digital advertisers, according to analysts.Operator, released Thursday...</p>\n\n<a href=\"https://www.investopedia.com/openai-operator-ai-agent-impact-on-google-ads-uber-instacart-8779685\">Source Link</a>\n\n</div>\n","source":"investopedia_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>OpenAI's New AI Agent Can Order Groceries for You. Analysts Say That's Bad News For Google.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOpenAI's New AI Agent Can Order Groceries for You. Analysts Say That's Bad News For Google.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-25 03:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investopedia.com/openai-operator-ai-agent-impact-on-google-ads-uber-instacart-8779685><strong>Investopedia</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Takeaways\nOpenAI's new Operator AI agent could have huge implications for Google Search, gig economy companies like Uber, and digital advertisers, according to analysts.Operator, released Thursday...</p>\n\n<a href=\"https://www.investopedia.com/openai-operator-ai-agent-impact-on-google-ads-uber-instacart-8779685\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"USJW.SI","symbol_name":"ALPHAB 3xLongSG261006","start_time":0,"source_url":"https://www.investopedia.com/openai-operator-ai-agent-impact-on-google-ads-uber-instacart-8779685","article_id":"2506460890","we_media_id":null,"thumbnails":["https://www.investopedia.com/thmb/NSvLJS3H5Ib0SpK3WTN32F1uOTw=/6000x4000/filters:no_upscale():max_bytes(150000):strip_icc()/GettyImages-2188218236-34f7fb0ac0034b7d9c1208fa11b9fabf.jpg"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2506460890","pubTimestamp":1737747432,"columns":[],"sourceInfo":{"source_id":"investopedia_highlight","name":"Investopedia"},"weMediaInfo":null,"summary":"OpenAI's new Operator AI agent could have huge implications for Google Search, gig economy companies like Uber, and digital advertisers, according to analysts.Operator, released Thursday to users of OpenAI's $200 monthly Pro plan, can order groceries and book travel through a user’s web browser, OpenAI said.Analysts suggested Operator could provide a boost to the gig economy, but could also shrink Google Search traffic and digital ad exposure.ChatGPT-maker OpenAI's new Operator AI agent could have huge implications for Google Search, gig economy companies like Uber , and digital advertisers, according to analysts.Operator, released Thursday to users of OpenAI's $200 monthly Pro plan, can order groceries and book travel through a user’s web browser, according to OpenAI. The company said it expects to eventually roll Operator out to users of its $20 monthly Plus tier, and ultimately integrate it with ChatGPT.Do you have a news tip for Investopedia reporters?","collect":0,"end_time":0,"defaultTopTitle":"investopedia.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"USJW.SI":"ALPHAB 3xLongSG261006","BKNG":"Booking Holdings","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","UBER":"优步","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0477156797.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"RE\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","CART":"Instacart, Inc. (Maplebear Inc.)","GOOG":"谷歌","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","GOOGL":"谷歌A","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4534":"瑞士信贷持仓","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","META":"Meta Platforms, Inc.","BK4525":"远程办公概念","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU0345774391.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","BK4588":"碎股","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","DASH":"DoorDash, Inc.","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC"},"translate_title":"OpenAI的新人工智能代理可以为您订购杂货。分析师表示，这对谷歌来说是个坏消息。","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"UBER":1,"BKNG":1,"CART":1,"DASH":1,"GOOG":1,"GOOGL":1,"META":1,"USJW.SI":0.6},"content_text":"Key Takeaways\nOpenAI's new Operator AI agent could have huge implications for Google Search, gig economy companies like Uber, and digital advertisers, according to analysts.Operator, released Thursday to users of OpenAI's $200 monthly Pro plan, can order groceries and book travel through a user’s web browser, OpenAI said.Analysts suggested Operator could provide a boost to the gig economy, but could also shrink Google Search traffic and digital ad exposure.\n ChatGPT-maker OpenAI's new Operator AI agent could have huge implications for Google Search, gig economy companies like Uber (UBER), and digital advertisers, according to analysts.\n\n\n Operator, released Thursday to users of OpenAI's $200 monthly Pro plan, can order groceries and book travel through a user’s web browser, according to OpenAI. The company said it expects to eventually roll Operator out to users of its $20 monthly Plus tier, and ultimately integrate it with ChatGPT. \n\n\n Instacart (CART), DoorDash (DASH), Uber, and other gig-economy companies could be among the biggest beneficiaries if Operator can streamline the ordering process, analysts at Bank of America told clients in a note Friday. OpenAI is collaborating with those companies, along with Booking Holdings' (BKNG) OpenTable and Priceline, among others. \n\n\n BofA projects aggregate gig economy bookings in the U.S. could reach $240 billion in 2025, and said AI agents like Operator may boost growth. If Operator proves successful, that might lead to higher conversion rates for those companies, the bank said.\n\n\n However, JPMorgan analysts warned it could also lead users to spend less time on retail websites, which may negatively impact opportunities for new product discovery and cross-selling. For instance, if a user asks Operator to find a recipe and order the ingredients from Instacart, that could eliminate the search traffic that might have otherwise gone to Alphabet’s (GOOGL) Google and stop users from seeing digital ads along the way, JPMorgan said. Notably, the analysts speculated Operator is blocked by Alphabet's YouTube and Reddit (RDDT), the latter of which gets up to half its traffic from Google. \n\n\n Operator also presents competition for Google’s own AI agent ambitions, which include an agent called Project Mariner announced in December. It will also compete with Meta (META), which JPMorgan expects to ramp up its Llama 4 generative AI platform this year with some services similar to Operator.\n\nDo you have a news tip for Investopedia reporters? Please email us at\ntips@investopedia.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.30.2","shortVersion":"4.30.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2506460890"}