Amazon's moat takes its first hit as agentic AI like Muse forces a thesis re-evaluation
pdamodaran · x · 2026-09-21
- The poster argues the agentic AI era — especially Meta's Muse — forces a re-evaluation of the Amazon (AMZN) thesis: the castle still has a large moat, but the first cannonball has hit the outer wall.
- A secondary take on the Amazon-Muse standoff with limited additional detail.
Related event: Amazon Blocks Meta's Muse Shopping Agent, Igniting the Agent Access War(26 posts)→
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