Etsy and Shopify Surge with ChatGPT Partnership

Etsy’s gross sales dropped nearly 5% in Q2 2025 but saw a 16% stock increase after partnering with OpenAI for Instant Checkout through ChatGPT. OpenAI plans to integrate Shopify (SHOP) soon, potentially reaching 1 million online stores. Bill Gates’ long-awaited agentic AI vision could boost Etsy with personalized AI agents for users. OpenAI aims to generate $13 billion in revenue in 2025 and will take a cut from Instant Checkout transactions. This partnership could bring new business to Etsy, sparking growth potential.