Stripe and OpenAI launch agentic commerce protocol for retail

The numbers

• 900 million weekly users ChatGPT Instant Checkout serves 900 million weekly users.
• 4% transaction fee OpenAI charges merchants a 4% transaction fee on completed purchases.
• $3–5 trillion McKinsey projects this channel will drive $3–5 trillion globally by 2030.
• $900 billion to $1 trillion McKinsey forecasts $900 billion to $1 trillion in US retail revenue by 2030.
• 50% Morgan Stanley survey shows LLM adoption approaching 50% in the US.