2 days ago

R.I.P. Amazon 2025

Date: July 14th, 2025

Summary: Kevin King discusses the end of Amazon and Walmart as we know them due to AI-powered agentic commerce, international expansion statistics for US sellers, TikTok's new Creator Reviews system, and Amazon's Rufus AI transforming product discovery.

Key Points Discussed:

  • The impact of AI agents and agentic commerce on traditional e-commerce platforms
  • How AI-powered LLMs convert at 9x the rate of traditional search traffic
  • Perplexity's Comet browser and OpenAI's upcoming agentic browser
  • Three strategies for businesses: price leadership, distribution excellence, and content authority
  • US sellers' international expansion statistics (Canada 12%, Mexico 5%, UK 1.2%)
  • Helium 10's new reality series "Project X" casting Amazon and TikTok sellers
  • TikTok's Creator Reviews system making influencers more accountable
  • Amazon's Rufus AI replacing keyword matching with semantic understanding
  • Vision-Language AI analyzing product images and price transparency tools

Links Mentioned:

Hot Picks:

Stump Bezos Answer: 1.36 billion packages entered under de minimus in 2024

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