OpenAI's two actions should accelerate the AI application process: Yesterday, Openai announced that it will launch a video social platform, stacked on top of Sora2. At the same time, adding functionality allows payment to be made directly in the chat box, completing the entire transaction (OpenAI not only involves traffic and recommendations, but also involves the payment process). Significance: Last weekend, Lao Huang also talked about the existing software in the hands of giants, which is the largest AI product, at the end of the interview. Many people consider products launched by OpenAI to be AI products, but rarely use TikTok and Instagram as AI applications. But I believe that the features promoted by OpenAI on new products will soon appear on other video platforms, and no one wants to fall behind. 2. The first batch of partners for the direct purchase e-commerce feature promoted by OpenAI in the chat box are Etsy and Shopify. The instant checkout feature is based on the proxy commerce protocol jointly developed by OpenAI and payment giant Stripe. I believe other e-commerce giants or big models will also follow suit in the future. Amazon+Anthropic (Amazon itself is a shareholder), Alibaba+Qianwen, Google Gemini+? 、 Xai/grok+？ It is estimated that they will all appear. 3. The two actions of openai can be regarded as a catalyst event to drive the current mobile Internet products to accelerate the integration of AI functions, so as to transform them into real AI applications. The confidence of future market applications in AI applications will be much stronger than before. 4. What is the direct benefit? Naturally, there is a greater demand for computing power and storage, and the expansion of applications requires even more computing power. AI is not important, AI is not AI is just a statement, but the number of tokens and computing power called later are real. 5. Of course, we need to think further. If AI becomes more and more like an entrance, the current form of direct payment and purchase in the dialogue box will also change. In the future, it is highly likely that AI agents will be helping users search, compare prices, and make payments, just by paying stablecoins directly. Previously, Google and Coinbase https://(x.com)/qinbank/status/1968148586388131995? The AP2 (Intelligent Agent Payment Protocol) of the collaboration between s=46&t=k6rimWs Ebo2D2TXolYcM-A is expected to be followed by other giants