Monday Dec 08, 2025

345X more AI traffic than all others combined

Date: December 8th, 2025


Summary: Kevin King discusses how AI shopping assistants are rewriting Chinese e-commerce, the rise of Generative Engine Optimization (GEO), Chinese sellers fleeing Amazon due to tax crackdowns, ChatGPT becoming the second largest product discovery platform, and marks the end of an era with the final AM/PM Podcast hosted by Kevin.

Key Points Discussed:

  • AI shopping assistants rewriting Chinese e-commerce and what it means for US sellers
  • The rise of GEO (Generative Engine Optimization) versus traditional SEO
  • AI influenced $73 billion in global sales during the Thanksgiving to Cyber Monday period
  • Amazon Rufus deep research capabilities and auto-buy features
  • Over 3,000 Chinese sellers relocating Amazon businesses to Hong Kong due to tax enforcement
  • US import partners breakdown with Mexico now the top partner at $500 billion
  • ChatGPT as the second largest product discovery platform behind Amazon
  • The final AM/PM Podcast hosted by Kevin King after 183 episodes

Links Mentioned:

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