Amazon Losing Big Brands & AI Creating New Life? | The E-tail Report
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Amazon is in a quiet standoff with some of the biggest brands in the world, and the cracks are starting to show in product selection. We dig into the reports of major names dialing back what they sell on Amazon after disputes over wholesale pricing, as tariffs and fuel costs climb. If nearly 40% of e-commerce runs through one marketplace, even “small” pullbacks can ripple through categories, shopper choice, and every seller’s margin math. We also talk through the uncomfortable question: if huge brands struggle to absorb costs, what does that say about the smaller sellers trying to survive on thinner margins?
From there, we shift to a real tactical update for marketplace diversification. eBay is rolling out video ads inside Promoted Listings Priority, letting sellers run up to 45-second videos on a cost-per-click model in markets like the US, Germany, and Canada. For brands and agencies looking for options beyond Amazon advertising, better creative tools on a viable marketplace can change the testing roadmap, especially when competition and fees keep climbing elsewhere.
On the AI and tech side, we unpack why Anthropic’s growing share of enterprise LLM API spend matters, plus what it signals about the enterprise AI race with OpenAI. We also cover Anthropic’s move into biotech AI and end with Gartner’s projection that AI agents will spread across business apps by 2026. That future could supercharge AI-powered bid management, inventory forecasting, and customer service automation, but it also raises the hard topics: auditability, oversight, and liability when an agent makes a costly decision. If this helped you think differently about e-commerce strategy and AI risk, subscribe, share it with a teammate, and leave a review. What marketplace or AI shift are you watching closest right now?
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