Anthropic committed over $100B to compute deals, 5 GW of TPUs (Google/Broadcom, starting 2027) and 5 GW of Trainium (Amazon).

“It was an over hundred billion dollar commitment.”

98% of unit sales in any given Amazon category come from products with a 4-star rating or higher (Profitero research).

“Of all the unit sales coming from products on in a given category 98% of those are from four star rating products or higher.”

An additional $50B is committed to flow into Anthropic from deals with Amazon and Google inked last month.

“We have another $50 billion that'll come in into the future from the Amazon and Google deals that we that we inked last month.”

Moving from page two to page one organically on Amazon increases sales 40%, top 10 positions increase sales 57%, and top five positions increase sales 89% on average (Profitero research).

“To move from page two to page one organically increases sales 40%. Moving to the top 10 spots increases sales by 57%. And even further, if you move to the top five organic placements, sales increase by 89% on average.”

Duke Cannon body wash retailed at $7.99 at Target and Walmart but was listed at $15 on Amazon under 1P, an 88% price premium driven by third-party 1P cost structures.

“Body wash we were selling at Target, Walmart, $7.99, $15 on Amazon.”

Top 10 organic search placement on Amazon delivers nearly three times the sales lift compared to reaching the same position solely through paid placement (Profitero research).

“If you move into a top 10 organic position, you get nearly three times larger lift than if you're to get there solely from a paid position increase.”

Many marquee public companies including Amazon, Netflix, and Facebook all broke their IPO issue price, undermining the idea that trading below issue price signals a failed offering.

“What do Salesforce, Netflix, Square, Amazon, Palo Alto Networks, Facebook, Snap, Proof Point, Netswuite, and Coree have No idea. They all broke issue.”

Amazon added a 1.5% surcharge on PED price discounts on top of the existing flat fee, effective Prime Day 2026.

“With them adding a 1.5% charge on top of the flat fee, which was something that you just pay once and then everything was good.”

Amazon introduced a fuel surcharge starting April 17, 2026, adding a new per-unit cost sellers must factor into Prime Day margin calculations.

“With the new fuel surcharge that started on the 17th, so that is a new fee that we have to tackle this year.”

When a competitor undercuts a 3P seller's price on Amazon, Amazon absorbs the difference itself and applies a discount to match the lower price, while still paying the original seller at their full list price.

“Amazon will actually, rather than suppressing our listing, they will apply a discount and bring us down to that 1335 price point, and still pay us at our 1350 list price.”