In this episode of the eCommerce Fuel Podcast, Andrew and Bill share their predictions for 2025. They foresee a shift in offshoring practices towards a placement-fee model, while eCommerce sellers may face a mixed landscape with potential tariffs balanced by changes in tax policy. Initially, they expect eCommerce margins to rise, but this could be tempered by increasing advertising costs. They also anticipate that Google might lose market share due to competition from AI.
The rise of US-based manufacturing could offer businesses a competitive edge, and although there is some debate, AI content optimization strategies are likely to emerge. Amazon is reportedly planning to launch a low-cost, unbranded marketplace called "Haul." Plus, they maintain a positive outlook on Bitcoin's value even as the stock market may experience some downturns later this year. Lastly, they predict that the demand for nuclear energy will increase due to the growing power needs of AI and cryptocurrency.
