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

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Walmart is still the "king" of American grocery retail.

According to Numerator, the retailer took home 21% of all US grocery spending in the 12 months ending September 30, 2025. This is the same percentage as in the previous two years.

Next on the list are: Kroger — 8.5%, Costco — 8.2%, Albertsons — 4.9%, Publix — 4.1%. Kroger sank slightly (it was 8.8% a year earlier), Costco grew slightly (from 8%).

Separately, we will talk about SNAP customers (the American food aid program). Walmart is also without competitors there: 26.1% of all annual grocery expenses of such households go to Walmart. On average, $2,653 per year per customer.

Looking at the dry numbers, the American grocery market is changing, but it's still centered around Walmart
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Application for a three-dimensional trademark from Alibaba Singapore Holding.
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Amazon is suing an AI startup over undercover bots.

Perplexity AI has a Comet browser, which has an "agentic" shopping feature. This feature allows users to automate the shopping process by using AI to search for and order products. Amazon was concerned that Comet was infiltrating customer accounts and masquerading as human activity.

The retailer believed that this activity posed a risk to its customers' personal data. Amazon had previously demanded that Perplexity cease its activities on its websites, but the startup had ignored the request. Now Amazon has issued the same demand in the form of a formal complaint.
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Apple has released a knitted iPhone case.

Together with the Japanese brand ISSEY MIYAKE, Apple has released the iPhone Pocket, a minimalist knitted "bag" for a smartphone.

The model is available in eight colors and two variations. Would you buy one on marketplaces?
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Amazon,Victoria's Secret and Nokia have lost their trademarks in Russia.

Since the beginning of 2024, more than 300 foreign companies have faced the threat of losing their trademark rights in Russia, including Giorgio Armani, Calvin Klein, and Amazon, according to Bloomberg, citing court documents.

Several companies have already lost their rights to some of their trademarks in Russia following the applicants' applications. In particular, Multigoods Production Ltd., a Hong Kong-based company that produces electronics under the Supra and Orion brands, has filed more than 20 lawsuits against foreign companies with the Intellectual Property Court. Some of her claims were upheld, including those against Amazon, Nokia, and Victoria's Secret.
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Amazon has released a trailer for the second season of Fallout.

Lucy and Gul travel to New Vegas in search of the girl's father and encounter new challenges.

The series premieres on December 17 on Prime Video.
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French authorities lifted Pavel Durov's ban on leaving the country.

French authorities have finally lifted restrictions on the movement of Telegram head Pavel Durov. Prior to this, he was effectively unable to leave the country for almost a year.

After his arrest in August 2024, he was also ordered to post a €5 million bail and report to the police twice a week.

In the spring of 2025, the measures were relaxed: Durov was allowed to make occasional trips to Dubai. However, on November 10, investigators lifted the remaining restrictions, and Durov no longer needed to stay in France or report to the police regularly.

The investigation is ongoing, and Durov continues to deny any wrongdoing.
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A mini-program for booking customs inspections at the Chinese-Kazakh border has been launched in the WeChat messenger.

The system allocates separate quotas for Chinese drivers to register in the queue at Kazakhstan's automobile border crossings. The interface in Chinese and Russian eliminates the language barrier and solves the problem of high costs for agency services.

The algorithm is simple:

1️⃣The driver registers in the mini-program and logs in to the system to fill in personal data (passport and driver's license), information about the vehicle, and the insurance policy;
2️⃣Then he selects the estimated date and the name of the Kazakh border crossing to exit the territory of China;
3️⃣After the back-office verification, the driver makes an online payment for the journey.

The program is designed to overcome the queues at the Kazakh-Chinese border in a short time and speed up the delivery of goods before the New Year holidays.
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The American public is discussing a wave of "AI layoffs" — as if artificial intelligence has finally reached office workers.

The reason is the large-scale layoffs at Amazon, UPS, and Target: more than 60,000 people in total.

But if you read what the companies themselves say, AI is almost never mentioned as a reason. Amazon is laying off 14,000 corporate positions, the largest reduction in the company's history. Management says that over the years of growth, the business has grown layers of bureaucracy and become too cumbersome. UPS has cut 48,000 jobs, as the company reduces its collaboration with Amazon and shifts to more profitable areas such as healthcare and b2b delivery.

Target is laying off 8% of its office workers after years of stagnant sales and complaints about its overly complex management structure.
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We came across a recent study by OpenAI, Harvard, and Duke University, based on millions of real-life conversations between ChatGPT users.

We've read it for you, and here are the key insights:

1️⃣Personal life overcomes work
Over the past year, the percentage of non-work-related messages has increased from 53% to 73%. While working with AI is important, the real value lies in its ability to assist individuals in their daily lives, studies, and personal growth.

2️⃣The most popular cases are "being useful"
77% of all dialogues fall into three categories:
• Practical Guidance — skills, advice, and training,
• Writing — editing, translation, and text generation,
• Seeking Information — similar to searching.
By the way, about 2/3 of "writing" tasks are not generating from scratch, but rather working with already entered text.

3️⃣Programming is not the main focus
Coding accounts for only 4.2% of messages. In other AI products, such as Claude, this percentage is significantly higher. ChatGPT is a more versatile assistant for a wide audience, without a bias towards developers.
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AI browsers have learned to bypass paid walls: read closed articles for free.

It turned out that ChatGPT Atlas, Comet, and Edge with AI mode can:

• Completely retell articles due to paywalls
• Bypass blocks — sites do not recognize them as bots
• Keep the context even on protected resources

Regular ChatGPT and Perplexity do not know how to do this — this is a feature of browsers with AI agents.
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The European Parliament demands stricter control over marketplaces like Temu, Shein, AliExpress, and Amazon.

The main focus is on dangerous and illegal goods.

What is important for sellers:
the verification of supplies from China will be strengthened;
the risks of card blocks and restrictions will increase;
the EU may introduce personal responsibility for marketplaces, which means that marketplaces will put more pressure on sellers.
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Amazon sellers are abandoning sales en masse: commissions are eating up all the margin.

Amazon is facing a crisis among sellers: more and more sellers are refusing to participate in Black Friday and major sales because the sales economics are no longer working out.

According to Western industry media, the main reasons are:

📍rising Amazon fees
📍 increasing logistics costs
📍 rising advertising costs
📍 rising storage costs in warehouses

Many sellers admit that in order to get into Amazon's promotions, they have to work at the edge of profitability or even into the red.

In the past, participating in Black Friday was considered a necessary step for growth. However, more and more businesses are choosing to maintain their margins rather than chase revenue.

This is changing the way businesses operate on the world's largest marketplace, shifting the focus from "increasing volume at any cost" to "surviving in a platform economy."
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Microsoft is rebuilding its business model around AI.

CEO Satya Nadella wrote to top managers that the company needs to completely update its approach to business.

The new model should be built around Microsoft Copilot and other AI systems. They will become the basis for all products — from Windows to Office.

In 2010, Microsoft went through a similar transformation: it moved to the Azure cloud architecture and became one of the industry leaders.
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Online Apparel Market Set to Nearly Double by 2033 — Global Industry Forecast

📊 The global online apparel market is projected to reach $1.37 trillion by 2033.

Major players include Amazon, Alibaba, JD.com, and ASOS.
Growth drivers:
Rising popularity of online shopping
Mobile app adoption and personalized experiences
New sales formats: live shopping, video demos, AR try-ons

💡 Implications for buyers and sellers:
Online platforms will become the primary channel for apparel purchases.
Sellers need to quickly adapt to new tools and interactive formats.
Opportunities for international expansion exist even for small businesses.
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The Apple founding document will be auctioned off for $2-4 million.

Christie's will auction off the three-page 1976 partnership contract that launched Apple Computer. The auction will take place on January 23, 2026.

The document is estimated to be worth $2-4 million, making it the most valuable artifact in the company's history.

The contract was signed by Steve Jobs (with a 45% share), Steve Wozniak (45%), and Ron Wayne (10%). A few days later, Wayne withdrew from the company and sold his share for \$800.

➡️ Both documents will be auctioned as a single lot: the original agreement to found Apple and the agreement to let Wayne go.
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Amazon founder Jeff Bezos has fenced off his Beverly Hills villa with a $165 million fence.

The fence is taller than the legal limit in Los Angeles, which requires that the fence in front of a house be no taller than 1 meter. Instead of demolishing the fence, Bezos pays a $12,000 annual fine, which allows him to keep the fence in place.
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🔹 Thinking in Systems by Donella Meadows.

The ABC of systems thinking for life and business. Whether it's about the environment, the oil market, or a private company, it's impossible to solve problems without systems thinking.

The №1 book on Amazon in the "Systems Theory" category.
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Amazon reduces commissions for sellers in Europe — a response to pressure from Shein and Temu

Amazon announced a major revision of commissions for European sellers.

From December 15, the platform will reduce rates for clothing and accessories:
📍from 7% to 5% for goods up to €15/£15,
📍from 15% to 10% for goods €15-20.

The reductions will also affect fulfillment fees, which will decrease by an average of €0.32 per package. This will strengthen Amazon's position in the competition with Chinese marketplaces such as Shein and Temu, which are actively increasing their market share in the EU.

For sellers, this is an opportunity to reduce costs, while for customers, it is a chance to maintain low prices for popular categories.
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Marketplace EBay has registered a trademark in Russia.

Marketplace eBay, which has essentially suspended operations in Russia, has registered a trademark in the country.

According to the documents, the application was submitted last fall. In December 2025, it was registered until 2034. The copyright holder is the American company eBay Inc.

In 2022, eBay suspended accepting orders from customers in Russia and Ukraine due to logistical delays.
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Zuckerberg is no longer the youngest billionaire in history.

Forbes released analytics for the 15th anniversary of the 30 Under 30 ranking. The main sensation is that Mark Zuckerberg's record has been broken (he earned his first billion at the age of 23, but now the 22-year-old founders of the AI startup Mercor have become the new record holders).

Interestingly, out of the 46 billionaires in the ranking, 19 have only achieved this status this year (partly due to the AI boom). The top list also includes the founders of the code editor Cursor (aged 25-26) and the founder of Polymarket, Shane Coplan.

Throughout the list's history, only three non-IT-related participants have managed to reach a billion-dollar fortune: Rihanna, LeBron James, and Taylor Swift.
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