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:

Hot Picks:

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

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Amazon to Shut Down Sellers for Using Some AI Tools