3 analyses
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.
The AI labs cut their prices in the same week. Amazon gave away the software that runs their models, on every cloud. The brains are getting cheap, and Amazon wants to own the body.
Meta is charging Americans for AI for the first time, and running the 2012 playbook to do it. The model is finally frontier-grade. The trust isn't.
