Latest / Billion Dollar Sellers
China knockoffs took 2 US companies out
Date: 25th of June 2026
Summary: Kevin King explains why a shrinking Amazon seller base is actually good news for those still in the game, runs through record-breaking Prime Day 2026 numbers two days into the event, spotlights a new tool for New York's AI disclosure law, and unpacks how Chinese rivals took entire product categories from GoPro and iRobot — and what that means for your moat.
Key Points Discussed:
Active Amazon sellers dropped from 2.4M (2021) to 1.65M (end of 2025), with new registrations down 73% from the peak — but third-party sellers now move 62% of units, 100K+ sellers…
The skinny
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