ChatGPT ads work, Walmart adopts Apple Pay

Stratechery's update highlights two separate developments in the tech and retail space. First, ChatGPT ads are described as working, which addresses a key challenge for Amazon's chatbot efforts. Second, Walmart has decided to accept Apple Pay, a reversal from its previous stance of fighting the status quo.

The commentary suggests that ChatGPT ads provide a solution to a problem Amazon faces with its own chatbots, though the specifics of that problem are not detailed. Walmart's move to accept Apple Pay indicates a shift in its payment strategy, likely driven by customer convenience or competitive pressure.

The stakes hinge on whether ChatGPT ads can sustain their performance and how Walmart's adoption of Apple Pay affects its checkout experience and customer satisfaction. For advertisers and retailers, these changes could signal evolving norms in digital advertising and payment acceptance.