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Namaan and Jenny Rae break down PayPal’s new integration with ChatGPT and what it means for e commerce.
They cover how checkout could live inside AI, who wins and loses across retailers and suppliers, and why PayPal’s first dividend signals a new chapter.
They also map OpenAI’s business model today. Subscriptions. Enterprise licensing. Future transaction fees. Possible ads. What shifts when 800 million people use ChatGPT weekly.
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Chapters
- 03:24 The E-commerce Landscape and PayPal's Role
- 06:25 Disruption in Retail and Customer Relationships
- 09:11 PayPal's Business Model and Market Reaction
- 12:15 Implications of PayPal's Dividend Announcement
- 15:05 OpenAI's Business Model and Revenue Streams
- 17:57 Future of E-commerce with ChatGPT
- 21:54 Ethical Considerations and User Trust
- Listen to the Market Outsiders podcast, the new daily show with the Management Consulted team
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