Amazon Cuts Off Consumer Agents Like Muse and Instinct — Ads Drive 50-60% of Operating Profit
omooretweets · x · 2026-10-06
Amazon shutting down consumer agent access (now both Muse and Instinct) is 'completely rational and a big mistake': ads are 10% of revenue but an estimated 50-60% of operating profit, and agent-driven purchases shrink the eyeballs Amazon can monetize. The author predicts Amazon will use its leverage to negotiate deals with consumer agents for ad revenue — but faces a whack-a-mole game as agents proliferate.
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