Ecom: The Future. AI, Innovation
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A channel about the future of marketplaces: innovations and artificial intelligence.

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Amazon has released results for the first quarter of 2025.

Total revenue increased by 9% year—on-year to $155.7 billion, net profit increased to $17.1 billion compared to $10.4 billion a year earlier. Including sales of Amazon Web Services amounted to $29.3 billion (+17% YoY), advertising — $13.9 billion (+19%).

According to Amazon CEO Andy Jesse, more than 100,000 users already have access to the updated Alexa+ AI assistant. The assistant was announced at the end of February 2025.

He also commented on the business impact of the US import duties. According to Jesse, so far the marketplace does not see a weakening in demand or a "significant" increase in average prices. He noted that Amazon has a large selection of products, which means that the retailer "is often able to withstand difficult conditions better than others."
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Neural networks will not replace humanity.

The researchers reassure us that AI does increase productivity and develop creativity, but it will not be a complete replacement for humans.

Experts are most concerned about the dissemination of false information by AI, the publication of personal data, and cases of technology being used for fraudulent purposes, such as when AI is impersonated.
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Chinese marketplace Temu starts charging americans 145% tariffs.

Temu has started charging “import fees” to American customers due to trade tariffs imposed by the Trump administration. Some fees are as high as 130-150%, doubling the cost of goods. In April, Trump raised tariffs on Chinese goods to 145%.

Temu has become popular in the US due to its low prices, despite long shipping times. After the tariffs were imposed, Temu's prices were in line with US competitors like Amazon and Walmart, but shipping still takes more than a week. To retain customers, the platform will start promoting local sellers.

After the introduction of "import fees", social networks were filled with negative comments. And the Temu app in the AppStore fell from the top 10 to 73rd place.
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Top Retailers of 2025 according to the National Retail Federation and Kantar.

Leaders by Revenue:

📍Walmart – $676 billion
Walmart owes its impressive results to its IT department, which developed effective retail media and loyalty programs. These tools enabled more customers to engage with its online and omnichannel offerings.

📍Amazon – $393 billion
Instead of focusing on growth, Amazon shifted its attention to profitability. As a result, it reduced investments in physical stores and private labels, while increasing spending on cloud services and marketplace seller tools.

📍Costco – $246 billion
The wholesale giant expanded its presence beyond the U.S., successfully adapting to local consumer needs. In the overall ranking, it holds the fifth position (see methodology for details).

📍Schwarz Group (Lidl) – $182 billion
The group’s performance was driven by store modernization, online expansion, and the vertical integration of digital solutions.

📍Aldi – $155 billion
In addition to mergers and acquisitions, Aldi invested heavily in customer experience and its online channel.
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A group of students from Denmark has developed a drone capable of recharging itself by latching onto power lines.

When its battery runs low, the drone uses sensors and cameras to locate electrical wires, then recharges by harnessing their magnetic field — without needing any physical connection.

The idea behind the invention is clear: this way, the drone can stay airborne not just for an hour or two, but literally for days, eliminating the need to return for recharging or battery replacement.

What do you think — could such drones one day deliver marketplace orders directly to customers?
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Amazon has changed its logo for the first time in 20 years.

The new visual identity for the marketplace was developed by the design studio Koto in collaboration with Amazon’s internal team. The goal was to make the logo more visually expressive and adaptable across the corporation’s 50 sub-brands.

Koto emphasized that the focus is no longer on the arrow, but on the smile — “reflecting Amazon’s core mission: to delight customers and make their lives easier.”

Find one difference 😄
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Amazon unveils warehouse robot with a sense of touch.

Amazon continues to blur the line between humans and machines.

The company has introduced a new warehouse robot — Vulcan. The main difference from previous models? It feels. Literally.

Vulcan is equipped with sensors that measure the pressure applied to an object and send that data to an AI model. The model then determines, in real time, how to pick up a box — without dropping it or crushing it.

According to Amazon:

Vulcan is capable of handling up to 75% of the product range, fulfilling orders at a human-like pace.
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Apple preparing major product line update by 2027.

According to Bloomberg, Apple plans to revamp its core flagship products and introduce several entirely new devices by 2027.

The company's roadmap includes:

📍A foldable iPhone — featuring an almost invisible crease and a titanium body.

📍A fully glass iPhone — with a curved design and no cutouts for cameras or speakers.

📍Smart glasses — equipped with visual intelligence.

📍Updated AirPods and Apple Watch — featuring cameras for spatial awareness and environmental analysis.

📍A home robot — with a robotic arm and a built-in AI assistant.
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Alibaba has shown growth.

Alibaba reports for the quarter:
📍+7% to revenue → $32.5 billion
📍+77% of net profit
📍+58% to shares since the beginning of the year

The main driver is artificial intelligence and cloud services.

It was AI that made it possible to scale "instant commerce" — delivery in 1 hour. And the new Qwen3 neural network is already among the top 5 best models on the market.
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Alibaba shares fell nearly 5% on the Hong Kong Stock Exchange due to the risk of a failed deal with Apple.

U.S. authorities are concerned (NYT) about the possible integration of the Chinese company’s AI into iPhones sold in China. The entire deal is now under serious question. Raja Krishnamoorthi, a senior Democrat on the House Permanent Select Committee on Intelligence, called Alibaba “the face of the Chinese Communist Party’s strategy to merge its military and civilian sectors.”

If the deal collapses, Apple stands to lose more than Alibaba. Experts point out that “ultimately, Apple will need an AI partner in China, or its phones will lose competitiveness.” This issue becomes even more pressing amid a general decline in consumer spending in China.

Currently, Alibaba is the largest player in e-commerce, giving it access to vast datasets for developing AI. In January, the company released (Forbes) a new model, Qwen 2.5-Max, which was claimed to “outperform” even OpenAI’s GPT-4o and DeepSeek-V3 “in almost every metric.” Against this backdrop, Alibaba’s shares have risen by 40% since the beginning of 2025, as investors bet on the company’s progress in AI development.
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Amazon, after criticism from the White House, abandoned plans to indicate the cost of US duties next to the prices of goods.

Amazon said this in a written statement, CNBC reports.The company stated that only one of its divisions specializing in the sale of ultra—cheap products, Amazon Haul, considered specifying prices in this form, the document says.

"This has never been considered in relation to the main Amazon site and has not been implemented on any of the Amazon platforms,"
the company stressed.
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Amazon is introducing audio reviews.

The marketplace will launch AI-based audio tracks that will tell you about products. Neural networks will collect data from reviews, feedback, and third-party sites to highlight the most important.

You can listen to a product review directly in the product card.
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Telegram turns profitable for the first time — $540 million in profit for 2024.

Annual revenue reached $1.4 billion — four times higher than the previous year.

According to the Financial Times, Telegram ended 2024 with a profit of $540 million — the first profitable year in the messenger’s history. In 2023, the company reported a loss of $173 million.

Half of the revenue came from “partnerships and ecosystem,” including mini-apps. The remaining income came from:

📍Premium subscriptions — $292 million
📍Advertising — $250 million

The company highlights the development of its AI initiatives as a separate growth point. For instance, the platform has already integrated the Grok chatbot from Elon Musk’s xAI.

In 2025, the company aims to generate $2 billion in revenue and earn $720 million in profit.
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🇻🇳 Marketplace сommissions in Vietnam.

Shopee and Lazada (Vietnam):
🔹 Commission: 1–15%
🔹 Payment processing (acquiring): up to 5%
🔹 No hidden fees

TikTok Shop Vietnam:
🔹 Base commission: 1–13%
🔹 +2–4% for acquiring fees
🔹 Promoted categories often have a 0% commission for new sellers
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UAE may become the first country to offer free access to ChatGPT Plus for all residents.

The government of the United Arab Emirates is reportedly planning to provide all residents with a free subscription to ChatGPT Plus. This news has been reported by several major outlets, including The Arabian Stories, The Economic Times, and India Today.

If confirmed, this would mark the first case of its kind globally.

The project is reportedly part of OpenAI’s new initiative called OpenAI for Countries, introduced on May 7. The program includes global AI infrastructure development, localization of models for national languages, and building of data centers.

OpenAI has not officially confirmed the information yet, but sources from The New York Times and Axios claim that the subscription will indeed be made available for free to all residents of the UAE.
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Telegram to issue new bonds worth $1.5 billion.

But there are no plans for an IPO yet. The messenger wants to raise $1.5 billion through a new bond issue with a yield of 9% per annum for a period of five years, according to WSJ with reference to sources.

The proceeds will be used to repay the debt on the previous 2021 bonds: at that time Telegram borrowed more than $1 billion. At the moment, the company has already bought out some of the securities for $400 million.
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Trump Media & Technology Group, controlled by the family of the U.S. President, plans to raise $3 billion to invest in cryptocurrency, including Bitcoin.

If the purchase goes through, it would be one of the largest direct cryptocurrency investments by a media company.

TMTG intends to issue $2 billion in stock and raise an additional $1 billion through convertible bonds. Earlier, in March, Trump announced the creation of a national strategic cryptocurrency reserve and vowed that the United States would become the “global capital” of crypto.

However, TMTG has not yet confirmed the $3 billion cryptocurrency purchase, instead responding in its usual style by calling journalists “dumb writers who listen to even dumber sources.” The fundraising initiative is expected to be officially announced during a major crypto industry event in Las Vegas in the coming days.

Meanwhile, Bitcoin continues its rally — last week, its price hit a record high of $111,000.
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Space Epoch conducted the first successful test of the Hiker-1 rocket.

In the future, it will be able to deliver goods from China in an hour as part of a project with Alibaba.

The Chinese company Space Epoch conducted flight tests of a prototype of a reusable Hiker-1 rocket. In the future, it is planned to use it for fast cargo delivery under a contract with Alibaba.

The rocket rose to an altitude of 2.5 km, flew for 125 seconds, then descended, turned on the engine for braking and landed in coastal waters.

According to the company, the prototype was assembled from thin-walled stainless steel. Its height is 26.8 m, diameter is 4.2 m, and weight is 57 tons. The rocket uses a Longyun-70 methane engine that runs on liquid oxygen. The engine was developed by Jiuzhou Yunjian (JZYJ).
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