Insights

The Shelf Space Weekly #18: E-Commerce Is Now a $10 Trillion Industry. That Changes the Conversation.

Global e-commerce has crossed an important milestone. Online retail now represents roughly ten trillion dollars in annual sales worldwide. It’s.

The Shelf Space Weekly #17: ChatGPT’s 4% Fee and the Reality of How Commerce Actually Works

When news surfaced that ChatGPT would take a roughly 4% fee on transactions, the reaction online followed a familiar pattern..

The Shelf Space Weekly #16: Amazon Seller Registrations Hit a Decade Low — And That’s Not a Bad Thing

For more than a decade, Amazon’s growth story was told through a single lens: how many new sellers joined the.

The Shelf Space Weekly #15: ChatGPT’s Instant Checkout Is an Instant Threat to Traditional E-Commerce

For two decades, e-commerce competition has revolved around traffic acquisition. Brands fought for clicks. Platforms fought for attention. Advertising budgets.

The Age of Agentic Commerce: How AI Is Rewriting the Rules of Marketing and Consumer Behavior

When the commercial internet emerged in the 1990s, it revolutionized how businesses connected with consumers. The introduction of search engines.

The Shelf Space Weekly #14: Amazon’s New Gold Rush: Monetizing the Software Layer Sellers Depend On

For years, Amazon’s ecosystem has thrived on a paradox. The company built the world’s most sophisticated third-party marketplace, yet allowed.

The Shelf Space Weekly #13: Amazon’s Global Marketplace Opportunity: The Next Frontier for E-Commerce Expansion

Amazon’s marketplace has always been defined by scale. But what’s changing now isn’t the size of its catalog — it’s.

The Shelf Space Weekly #12: Death by Valuation: The Rise and Fall of the Amazon Aggregators

Thrasio’s collapse didn’t kill the aggregator idea—it exposed the illusion that cheap capital could replace disciplined execution. The model was.

The Shelf Space Weekly #11. China’s Global Majority on Amazon: What the Numbers Really Mean

Amazon just crossed a symbolic but telling threshold: Chinese sellers now make up more than half of all third-party sellers.

Netflix and Amazon Ads: A Partnership That Redraws the Map

The digital ad industry just got a shakeup: Netflix has selected Amazon as its global advertising partner. Starting next year, Amazon.