The new OPENAI IA agent can order grocery products for you. Analysts say that this is bad news for Google.

According to analysts, the new Operator AI agent of Openai, Chatgpt creator, could have enormous implications for Google research, businesses in the economics of odd jobs like Uber (Uber) and digital advertisers.

Operator, launched Thursday to users of the OPENAI $ 200 PRO package, can order races and book trips via a user’s web browser, according to Openai. The company said it was planning to deploy Operator to users at its level more than $ 20 per month and, ultimately, to integrate it into Chatgpt.

Instacart (Cart), Doordash (Dash), Uber and other businesses in the jobs could be among the largest beneficiaries if the operator manages to rationalize the order process, Bank of analysts said on Friday America to customers in a note. Openai collaborates with these companies, as well as Optable and Priceline by Booking Holdings (BKNG), among others.

Bofa provides that global reserve of the concert economy in the United States could reach $ 240 billion in 2025, and said that IA agents and Operator could stimulate growth. If Operator succeeds, it could lead to higher conversion rates for these companies, the bank said.

However, JPMorgan analysts have warned that this could also bring users to spend less time on retail websites, which could have a negative impact on the discovery opportunities for new products and cross -sales. For example, if a user asks the operator to find a recipe and order the ingredients on Instacart, this could eliminate research traffic which could otherwise have been directed to Alphabet Google (Googl) and prevent users from seeing Digital advertisements along the way, said JPMorgan. Analysts assume in particular that the operator is blocked by Youtube and Reddit (RDDT) of Alphabet, the latter receiving up to half of his Google traffic.

The operator also presents competition for Google’s ambitions in AI agent, who include an agent called Project Mariner announced in December. He will also compete with Meta (META), of which JPMorgan plans to develop this year his LLAMA 4 generative AI platform with certain services similar to Operator.