Additional U.S. Tariff Costs Exceed $100 Billion
Additional tariffs imposed by the Trump administration caused U.S. customs revenue to surge to $215.24 billion in fiscal year 2025, an increase of nearly $120 billion compared to 2024 and almost $100 billion higher than the 2022 peak of $117.49 billion.
Death by Valuation: The Amazon Aggregator Autopsy
Thrasio's collapse doesn't prove that consolidating Amazon brands was a bad idea; it demonstrates that executing the strategy during an unprecedented capital bubble made success nearly impossible.
ChatGPT's Instant Checkout is an Instant Threat
OpenAI's Instant Checkout feature turns ChatGPT into a direct and instant threat to Amazon's most profitable business segment as it launches what will almost certainly be a billion-dollar GMV marketplace shortly after launching.
China Reaches Global Majority on Amazon
Chinese sellers now represent 50.03% of Amazon's global active seller base, marking the first time they've crossed the 50% threshold across all of Amazon's international marketplaces. But while Chinese sellers have won the numbers game, American sellers maintain an edge in revenue generation.
Amazon's Big Agentic Bet
If agentic is the future of AI-driven commerce, Amazon just took yet more significant strides ahead of its competition. Its newly enhanced Seller Assistant has evolved from a reactive support system to an autonomous business co-pilot, marking Amazon's most ambitious leap into agentic commerce yet.
Amazon's Supply-Centric AI vs Shopify's Demand-Centric
Amazon's recent earnings report reveals its fundamentally different approach to artificial intelligence compared to Shopify's platform strategy. Amazon predominantly builds AI to optimize the experience of its customer – the shopper, whereas Shopify builds AI to optimize performance for its customer – the merchant.
The Single-Product Millionaire
Over 800 Amazon sellers generate more than $1 million annually while listing just one product – a testament to the platform's unprecedented scale and the precision required to reach such focus. According to Marketplace Pulse research, 19 of these sellers are generating over $10 million with their single SKU.
Pattern: The Anti-Anker
Pattern's IPO filing this month presents a fascinating counterpoint to the Anker playbook for Amazon-native success. While both companies achieved billion-dollar scale starting from Amazon, they chose radically different strategies.
Data
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Research
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Analysis
We believe that data is better than opinions for understanding what's next in e-commerce.
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