Date: February 23rd, 2026

Summary: Kevin King covers Amazon's new AI Agent Policy that could get sellers shut down, how Amazon and Shopify now account for 50% of all U.S. e-commerce, the hidden influence of AI on shopping decisions, Reddit's new AI-powered shopping feature, and the latest hot picks.

Key Points Discussed:

• Amazon and Shopify now account for roughly 50% of all U.S. e-commerce
• Social shopping stats: Instagram leads at 37%, TikTok at 30%
• Amazon's new Business Solutions Agreement section 19 and AI Agent Policy (effective March 4th, 2026)
• Warning: your account is your responsibility when using third-party tools
• "Dark Search" — AI's hidden influence on shopping decisions is bigger than analytics show
• About 10% of product discovery is already happening via LLMs
• Reddit testing AI-powered shopping feature in search results
• Stack Influence platform for micro-influencer collaborations

Links Mentioned:

• Ecom Mastery AI Nashville (use coupon code "Nashville" for 20% off)
• Marketplace Pulse: Amazon and Shopify Are Now Half of U.S. E-Commerce
• Kiri Masters: Dark Search article
• DragonFish — AI visibility for brands
• Stack Influence Platform (10% off by signing up this month)

Hot Picks:

• Amazon dethrones Walmart as world's biggest company by sales
• TikTok Shop halts plan to make sellers use TikTok's fulfillment
• The real costs compared of selling on Amazon, Walmart and TikTok Shop
• Walmart's ad business grew 46% to $6.4B in 2025

Stump Bezos Answer: 23% of all online orders can be attributed to email marketing

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