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:

• Watch the replay of Thursday's Webinar from the Misfits


• DragonFish ecom AEO waitlist


• Helium 10 Project X casting application


• BDSN Mystery Link of the Day


• 10-Minute AI Product Videos: Midjourney + ChatGPT + CapCut tutorial


• CrossNet retail expansion live session


• GetReviews.ai (15% off with code BDS15)


• Andrew Bell's 28-post deep dive on Amazon Rufus AI

Hot Picks:

• Adobe says US e-com sales hit $24.1B from July 8-11


• Amazon releases Custom Analytics customizable seller dashboard


• FTC warns Amazon and Walmart over fake Made in USA claims


• Tariffs are not driving US sellers to expand internationally

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

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