The flurry of OpenAI deals make me think were reaching a tipping point maybe a lot sooner than I expected. This is a company that needs to show some viability of generative AI as a product and so far they've created AI-Slop TikTok (which the inference to run must be a huge negative for them) and a third party way to purchase things online. Consumer spending is so low that Costco isn't putting out really any Christmas merchandise this year and one of ChatGPT's avenue for profitability is going to be as an intermediary for consumer purchasing?

Walmart post: https://corporate.walmart.com/news/2025/10/14/walmart-partne...