Moat Index
Companies

Perplexity

Analysis

1 article
AmazonShopify · 4 min

Amazon's Wall

Amazon blocked Meta's Muse shopping agent on a Sunday night. Shopify opened every one of its stores to Muse the next morning. One company is defending a $20 billion-a-quarter ad business built on human attention. The other has nothing to lose by letting the robots in.

Score it yourself

How strong is Perplexity's moat?

Question 1 of 8

Switching costs

Switching costs · weight 15

How painful — in money, time, risk, retraining — is it for a customer to leave?

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