According to analysts, ChatGPT maker OpenAI's new Operator AI agent could have a huge impact on Google Search, gig economy companies like Uber (UBER), as well as digital advertisers.

Operator, released to users Thursday OpenAI's Pro plan, which costs $200 per month and allows you to order groceries and book travel through the user's web browser, according to OpenAI. The company said it expects to eventually roll out the Operator to its $20 per month Plus level users and eventually integrate it with ChatGPT. Bank of America analysts told customers in a report Friday that Instacart (CART), DoorDash (DASH), Uber and other gig economy companies could be the biggest beneficiaries if Operator can streamline the ordering process. OpenAI is working with these companies, as well as companies like Booking Holdings' OpenTable and Priceline.

Bank of America expects that the total number of gig economy bookings in the U.S. could reach $240 billion by 2025, and says operators such as carriers could boost growth. If the bank says that Perator proves to be successful, this could lead to higher conversion rates for these companies. New product discovery and cross-selling. For example, if a user asks an operator to find a recipe and order an ingredient from Instacart, you can eliminate search traffic that would otherwise go to Alphabet's Google (GOOGL) Google and prevent users from seeing digital ads along the way. Notably, analysts speculate that the operator was blocked by Alphabet's YouTube and Reddit (RDDT), which gets up to half of its traffic from Google.

The operators also offered competition for Google's own AI Agent Ambitions, which included an agency called Project Mariner, which was announced in December. It will also compete with Meta (Meta), and JPM hopes to boost its Llama 4 Generative AI platform to operators this year with similar services like this.