Amazon blocks Muse: platforms brace for an agent-mediated power struggle
tobowers · x · 2026-09-22
Amazon cutting off access to Meta's Muse is framed as a replay of Aggregation Theory: users want one agent that knows them and gets things done, while platforms want to own the customer relationship and their ad business rather than become interchangeable suppliers behind someone else's interface.
The author's grocery thought experiment: if an agent can compare Amazon, Instacart, DoorDash and Uber Eats and route each order optimally, Amazon can block access, but smaller players have every incentive to offer clean APIs and seamless agent experiences — steering demand toward whoever embraces agents. Commenters expect a coming 'digital knife fight' over who gets commoditized or layered.
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