The podcast analyzes recent changes and emerging trends impacting Amazon sellers, focusing on TikTok's new logistics policies, the potential of ChatGPT advertising, and Amazon's approach to AI crawlers. The panel discusses TikTok's mandate for in-house logistics, agreeing it signals the platform's maturation and attempt to control customer experience, while also speculating it could limit overseas fulfillment. Regarding ChatGPT, the high CPM ad pricing is seen as a way to control early adoption and prioritize learning, with emphasis on optimizing for organic ranking in LLMs. The conversation then shifts to Amazon's blocking of AI crawlers, with the panel considering whether this is a strategic move to protect its IP and potentially monetize access to its product database in the future.
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