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Arie Scherson · @ariesnotebook

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Ecommerce Shifts To New Markets

From x.com/ariesnotebook

I have commented on how tariffs and trade uncertainty might shape where ecommerce businesses sell and how globally they operate. My posts mix a humorous reaction, a stated plan for more Shopify stores in Latin America, and broader predictions; they do not establish that I moved to Australia or implemented a global-shipping strategy. These views relate to us china trade talks and truces and businesses coping with tariff costs.

On February 2, 2025, I joked that doing ecommerce in the UK meant VAT and doing it in the US meant tariffs, then wrote, “Guess we’re going to Australia mate.” The Australia line was a quip, not confirmation that I intended to relocate or move my business there.

On April 2, 2025, I said China tariffs were at 34%; I also characterized LATAM tariffs as seeming light and said I was going to launch more Shopify stores in LATAM. I did not specify the countries, rates, number of stores, or timing, and linked https://t.co/p8lqyn3JAX.

On April 8, 2025, I wrote that I had a feeling the situation would be a big catalyst for global ecommerce to boom, and that it was good for Shopify stores able to ship globally. I did not specify what situation I meant or provide evidence for the forecast. I also quoted @MrBeast, who claimed that new tariffs made it cheaper to produce chocolate bars for global sale outside America because other countries did not have a 20%+ tariff on the company’s cost of goods. That was @MrBeast’s claim, not my own.

On April 16, 2025, replying to @FlorianMaojo, I said emerging markets had been booming in recent years and thought the unspecified situation could add fuel to that trend, but could also create more uncertainty in the world. I said I would have to hope for the best; the capture does not identify what “this” referred to or which emerging markets I meant.

Related: tariff shakeout rewards lean brands, ecommerce gold rush opportunities, ecommerce market growth