๐จ E-commerce just hit that West Coast tipping point. Only 2 playas run ~50% of
By Nick Penev ยท February 21, 2026 ยท Curated by George's Blog
๐จ E-commerce just hit that West Coast tipping point.
Only 2 playas run ~50% of the whole US online block.
Game worth $1.2 TRILLION in 2025โฆ And Amazon + Shopify sittinโ on 49.7% of the pie.
๐ฆ Amazon rollinโ heavy:
โข $440B US sales
โข 35.7% share โ big dog energy
๐๏ธ Shopify โ the hustlersโ platform:
โข 14% share (up from 12% YoY)
โข $378B global GMV
โข Already 66% the size of Amazonโs $575B 3P marketplace
Back in 2021? Only 43% combined.
Now? Turbo mode activated.
Everybody else scrappinโ for crumbs:
โข eBay: $39.1B GMV (+10%)
โข TikTok Shop: $15.1B in year TWO
โข Walmart marketplace: ~$10B
Two styles, same victory lap:
๐ Amazon = one giant digital strip mall
๐ Shopify = every hustler own they storefront
Different vibes. Same domination.
The internet ainโt turn into a thousand malls.
It became one mega mallโฆ with infinite side doors.
So in 2026 you ainโt picking a platform peepsโฆ
You pickinโ which half of the internet you reppinโ
or better roll with both ๐