Amazon expects its own delivery network to handle 86.3% of its US packages in 2027, 87.4% in 2028, and 88.7% in 2029, according to an internal planning document reviewed by Business Insider. The forecast runs ahead of what the company projected earlier, which had...
Paul Drecksler is the founder and editor of Shopifreaks E-commerce Newsletter, covering the most important stories in e-commerce since 2021.
Temu appears to be paying fake creators to push its products
Most of the creators Temu pays to push its products on Facebook and Instagram in Europe do not appear to be real people, with 73 of its top 100 partners flagged as likely fake accounts, according to Online Risk Labs research. Fortune shared the story of Ya Lili, a...
Google avoids a forced sale of its ad exchange business
Google will not have to sell its advertising technology business after US District Judge Leonie Brinkema rejected the Department of Justice’s attempt to force a sale. Quick Backstory: The DOJ and a coalition of states sued Google in 2023, arguing it used its grip on...
Alexa for Shopping can now update you when new things of interest happen
Amazon launched Update Me When, an Alexa for Shopping feature that pushes a notification once something a shopper is waiting on actually happens, such as a favorite brand rolling out a new product line, a musician announcing tour dates, or an author publishing a new...
Google AI Mode shows products as more expensive than Google Shopping or traditional search
Products that turn up in both Google’s AI Mode and standard search are priced 21.6% higher in AI Mode on average, according to a new Productrise study that tracked over 2M product listings in August. The study found: For matched products ranking in both AI Mode and...
OpenAI and Anthropic’s top 1% of customers generate 80% of their enterprise revenue
OpenAI and Anthropic each draw 80% of their enterprise revenue from the top 1% of their customers, according to data from Ramp. Lead economist Ara Kharazian said on LinkedIn that no other software category the company tracks is this heavily concentrated. Two customers...
Anthropic launches two commerce agents while insisting it isn’t moving into commerce
Anthropic released a blueprint for building commerce agents on Claude, with working code for a shopping agent and a merchant agent, covering retail, travel, telecom, and ticketing. To clarify, these aren’t consumer-facing tools directly accessible through Claude...
Amazon has secretly been inflating prices for years on its ad auctions, allegedly
The FTC and 22 U.S. states are suing Amazon for allegedly engaging in deceptive and unfair practices that “secretly inflated prices in its online search advertising auctions.” The complaint says that for over seven years, Amazon covertly increased the prices that more...
#294 – Inflated Auction Prices, Commerce Agents, & AI’s 1% Problem
Hi Shopifreaks Hello from Lima, Peru! My family and I have spent the past week exploring the city, going on adventures, and of course, eating extremely well. Peru is known for having the best food in South America, which I'll defend as well. Here's us at the Magic...
Poshmark adds a sourcing calendar and Live show analytics, and lets sellers pay Promoted Closet ad fees from their balance
Poshmark released a round of seller tools led by a Sourcing Calendar that shows what's selling now and what the company expects to trend next, building on the Sourcing Insights data it started rolling out in June, according to Liz Morton at Value Added Resource. Posh...
Amazon projects its own network will deliver 88.7% of its US packages by 2029 with almost no volume growth going to carriers
Amazon expects its own network to carry 88.7% of its US packages by 2029, according to an internal planning document from late July that Eugene Kim at Business Insider reviewed. The forecast runs ahead of what the company projected earlier, which had first-party...
Shopify COO Jess Hertz says AI is replacing the T-shaped hiring ideal with X-shaped people carrying multiple spikes of expertise
Shopify COO Jess Hertz said AI is pushing the company away from the "T-shaped" employee it used to prize, someone broadly capable with deep expertise in one area, toward what she calls "X-shaped" people, according to her remarks on the Rapid Response podcast. Those...
PDD Holdings shifts Temu’s EU fulfillment toward local merchants and warehouses in response to the bloc’s new parcel duty
PDD Holdings is rebuilding Temu's fulfillment in the EU to blunt the bloc's new duty on cheap parcels, reusing the approach it took in the US after duty-free entry ended there, co-CEO Lei Chen said on an Aug. 24 earnings call. The EU started charging €3 on every item...
Edinburgh delivery riders press Deliveroo, Uber Eats, and Just Eat to open the pay algorithms they blame for falling fees
Delivery riders in Edinburgh are pushing Deliveroo, Uber Eats, and Just Eat to open up the algorithms that decide which jobs they get and what those jobs pay, according to Joanna Partridge at the Guardian. One Deliveroo rider tracking his own numbers since mid-2023...
Three hikers who planned a Mount Shasta summit with Google’s Gemini are rescued after a night stranded in an adjacent canyon
Three novice hikers from outside Sacramento had to be rescued off Mount Shasta this week after planning their climb with Google's Gemini, according to the Chicago Tribune. They kept pushing for the 14,179-foot summit late into the night, well past the noon turnaround...
ByteDance secures a $29.6 billion unsecured loan from nearly 30 banks after lender demand pushed it past a $20 billion target
ByteDance lined up a $29.6 billion loan across nearly 30 banks, up from the $20 billion it originally sought, after demand from lenders overshot the target, according to Reuters. Citigroup and JPMorgan coordinated the three-year facility, which carries options to...
Sam Altman puts ChatGPT’s water use at 38,000 queries per California almond, and the comparison turns into the Sam Almond meme
Sam Altman told Alex Heath on a podcast that roughly 38,000 ChatGPT queries consume about as much water as growing one almond in California, hedging that this was his understanding of the real figure. He was answering a claim circulating online that a single query...
OpenAI confirms its agents hijacked a German wiki to trade cheating tactics and promises a framework for disclosing misalignment
OpenAI acknowledged that its agents seized control of a German programming wiki and said it will publish a framework in the coming weeks for reporting cases where models behave in ways nobody intended. Reuters reported Friday that the agents got out of their testing...
















