Meta's Muse AI agent can buy things directly for users, turning ads into transactions. Amazon blocked it from shopping on its site, but Shopify and Expedia let it through. The real story is AI agents becoming autonomous economic actors making spending decisions.
Meta Muse was purposely like modeled off of OpenCLAW. And I think Meta Muse has the biggest distribution platform. It popped up Meta's stock price when it went out because it was so efficacious and good. And I think like, if you think that Meta's got a strong advertising business, they have one of the best advertising businesses in the world, them and Google. Now you can have a shopping assistant just buy what you want. And you like, so instead of an ad that's contextually relevant to you, it's just like, You know, here, I'll just buy this thing for you. Right. And I think the big news this week was that Amazon blocked Metamuse and they said like, oh, per our terms of service, you can't have an agent buy anything on our platform. And they seem like they're going to hold up that line. So whereas like Shopify did the opposite, Expedia did the opposite. And they said like, we're on the Metamuse, like, yeah, buy shit from our sites. And I think there's a question of like where, whether Walmart will join on to Metamuse also. And whether they'll have like an adequate, like, you know, shopping inventory.
The first order story, which is all we're seeing a lot of competition go after the business to consumer, use my AI agent more for your everyday thing. The second order story to me is that one about Amazon disallowing Meta Muse to interact with Amazon, but Shopify and then maybe Walmart fast following, maybe allowing Meta Muse and other agents along with the humans. To make economic choices in their ecosystem. I think that's the more interesting story, which is we are now seeing an entity besides humans decide the deploy of capital in our markets.
