[ BDSN ] Amazon CEO's AI disconnect exposed

💰 WHERE in the WORLD SHOULD YOU SELL on AMAZON?

Forget focusing solely on GMV. A new report from Marketplace Pulse reveals which Amazon marketplaces offer the best real opportunities for sellers.

Using a proprietary framework that evaluates seven key dimensions (revenue, traffic, longevity, diversity, distribution, activation, and scale), the report ranks the top opportunities among Amazon's eleven core marketplaces:

Top 5 Markets:

1. United States - The clear leader with $557K average revenue per seller and 60% of new sellers making their first sale within 12 months. High traffic (4,909 visits per seller) enables micro-niche viability.

2. Japan - Despite ranking only 8th in GMV, Japan excels in seller longevity (15.5% of sellers active after 5+ years vs. just 7.8% in the U.S.), rewarding cultural mastery over scale.

3. Germany - Europe's proving ground at $335K per seller. Master its complexity and neighboring markets become easier.

4. United Kingdom - Europe's largest revenue opportunity at $342K per seller, though Brexit has created activation challenges.

5. Canada - Strong sustainability metrics make it an ideal conservative testing ground, despite lower per-seller revenue ($109K).

The best marketplace for your business depends on your strategy, not just market size. Traffic efficiency, activation rates, and longevity matter more than headline numbers.

💯 VALIDATE PRODUCT DECISIONS with REAL CUSTOMERS

Your packaging. Your main image. Your A+ content.

Every element of your listing influences whether shoppers click Add to Cart – or bounce to a competitor. And even if you know something isn’t working, how do you pinpoint what or why?

With PickFu, you’ll uncover what makes shoppers choose your product… and what’s costing you conversions. Instantly test listings with real people in your target audience to get clear, actionable feedback that improves clicks and sales.

Top Amazon brands like MaryRuth’s, Pet Honesty, and Every Man Jack use PickFu to:

✅ Choose the most eye-catching main image

✅ Validate product designs before launch

✅ Optimize against competitors on the SERP

No more guesswork, just data-backed insights from a verified global consumer panel.

Join the thousands of sellers who use PickFu to stay ahead.

👉 Sign up free and get $100 credit (enough for a couple free tests!) with code BDSN2025.

🕹️ YOU GOTTA SEE THIS

Google has introduced an AI marketing tool that helps you easily generate scalable, on-brand content to connect with your audience faster. Just enter your website, and Pomelli will understand your unique business identity to build effective campaigns tailored to your brand.

😕 AMAZON CEO’S DISCONNECT FROM AGENTIC COMMERCE

During Amazon's earnings call last week, CEO Andy Jassy fielded a critical question about agentic commerce and how AI agents will help customers discover and purchase products. His response contained some eyebrow-raising statements that suggest he may not be up to speed on the current state of AI shopping experiences.

What Jassy Got Right

To his credit, Jassy acknowledged that agentic commerce has exciting long-term potential and could "expand the amount of shopping that happens online." He also correctly noted that when customers know what they want, Amazon excels, but when they need discovery help, AI agents could transform the online shopping experience.

He revealed that Amazon is "having conversations with and expect over time to partner with third-party agents," suggesting potential collaborations with AI platforms like ChatGPT, Perplexity, or Claude (in which Amazon has invested $8B).

The Disconnect

Here's where things get interesting. Jassy claimed that third-party agents currently deliver a poor customer experience, citing "no personalization, no shopping history" and that "delivery estimates are frequently wrong, the prices are often wrong."

The problem? These criticisms don't match the current reality of platforms like ChatGPT:

• Personalization: ChatGPT's memory feature (broadly released in September 2024) remembers user preferences and past searches

• Shopping history: The platform maintains complete order history and defaults to previously searched parameters (like shoe sizes)

• Pricing accuracy: Since GPT-5's release, pricing issues have become rare

The Bot Blocking Problem—And Why It Won't Work

Jassy also dismissed agentic platforms as "a very small subset" of referral traffic. But here's the catch: Amazon is actively blocking bot traffic from AI platforms, ensuring they receive zero referrals by design, not by lack of demand.

However, there's a critical development Amazon can't block: ChatGPT's Atlas browser runs as the user, not as an external bot. Unlike traditional agentic browsers that operate through outside systems (which Amazon can detect and block), Atlas browses websites with the user's own credentials and session. This makes it essentially invisible and unblockable as it appears as regular customer traffic.

There's strong evidence suggesting Jassy hasn't personally tested the latest AI shopping experiences. This creates a curious contradiction: Amazon's CEO sees agentic commerce as the future while Amazon simultaneously tries to block access to these platforms—a strategy that's becoming technically impossible with tools like Atlas.

As AI-powered shopping rapidly evolves, sellers should watch this space closely. With unblockable browsing technology now in play, Amazon's ability to control this channel is diminishing. When Amazon inevitably embraces these partnerships, whether with ChatGPT, Claude, or others, it could significantly change how customers discover products. The question isn't if Amazon will participate, but when they'll catch up to where the technology already is. 

🗜️ AMAZON LAUNCHES COMPREHENSIVE CUSTOM ANALYTICS

Amazon has completed the rollout of Custom Analytics, a unified analytics platform that consolidates more than 100 business metrics into a single, customizable interface.

Sellers can now monitor everything from account health and advertising results to customer reviews and profit margins without switching between multiple tools.

The platform features sophisticated visualization options including heat maps, funnel diagrams, and multi-axis trend analysis, enabling sellers to spot seasonal trends and buying patterns more effectively.

This release represents a significant time-saver for Amazon sellers who previously had to compile data from various sources. The centralized platform offers both ready-to-use templates for quick setup and fully customizable dashboards that align with individual business priorities.

Following a successful pilot program, Amazon enhanced the tool with expanded metrics, improved search capabilities, and advanced visualization formats including heat maps, funnel diagrams, column charts, and multi-axis trend displays.

Rather than compiling information from separate reports, everything you need is now accessible in one location. You control what data to track, create reports tailored to your business, and accelerate your decision-making process.

Custom Analytics now includes these key features:

• Expanded data coverage: New metrics now cover your complete operations — including account health indicators, promotional campaign results, product ratings, customer feedback, and additional data points.

• Enhanced search capabilities: Locate specific metrics instantly. Use drag-and-drop functionality to build reports and analyze performance across different timeframes.

• Advanced visualization tools: Leverage heat maps to identify seasonal trends or funnel diagrams to pinpoint where customers exit the purchase journey.

• Personalized dashboards: Create dashboards aligned with your specific objectives, whether you're optimizing advertising ROI, monitoring profitability, or analyzing customer retention rates.

• Template dashboards: First-time users can launch quickly with pre-configured dashboards built around typical business objectives. These templates work immediately and can be modified to suit your requirements.

📛  BDSS MARKET MASTERS is NEXT WEEK

Market Masters 3 is gonna be epic. Experts and attendees alike called the first two Market Masters the best event they have ever been to in e-commerce, and it just got better with the addition of the workshops where you walk out with the task done (such as ranking your products on all the AI LLMs for Black Friday.Cyber Monday).

Check out the schedule below. It’s not too late to join us as an “audience member” attendee. Incredible networking, life-changing information, and workshops on fire!

✌🏼 See you again Thursday …

The answer to today’s STUMP BEZOS is
21% will be influenced by AI this season ($263B)