I was thinking the same way, but here's where I could imagine things being different this time (Fully aware that I just like anyone else is just guessing about where we'll end up)
- Discoverability. I think we'll move into a situation where the AI will have the context to know what you will want to purchase. It'll read out the order and the specials and you just confirm or indicate that you'd like to browse more options.
(In which case the Chat window could include an embedded catalogue of items)
- Cost/availability - With the amount of people working in this area, I don't think it'll be too long before we're able to get a lighter weight model that can run locally on most smart phones.
- Branding - This is a good point, but also, I imagine a brand is more likely to let itself get eaten, if the return will be a constant supply of customers.
- Monetization - The entire model will change, in the sense that AI platforms will revenue share with the platforms they integrate with to create a mutually beneficial relationship with the suppliers of content. (Since they can't exist without the content both existing and being relevant)