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By Bargainplace UK · November 17, 2025 · Curated by George's Blog
Amazon recently announced new API fees that change the economics of seller software, eventually adding further pressure to seller margins.
Threecolts’ Yoda Y. suggests a tool with 1,000 customers will likely pay Amazon roughly $10,000/month in fees, making most $10-$20/month software unviable and resulting in inevitable market shifts.
The pattern is familiar: Amazon creates ecosystem dependencies (FBA, advertising, third-party tools), then monetizes them. What's different this time is the timing.
As Amazon systematically extracts more from every layer of its ecosystem, OpenAI’s Sam Altman is circulating a vision where "margins are going to go dramatically down on most goods and services."
ChatGPT's moves to facilitate commerce through conversational and agentic modality present a genuine threat to Amazon's high take-rate model. It's Jeff Bezos's 'your margin is my opportunity' turned against Amazon itself.
Read more: https://lnkd.in/ePeJ5rwA