Olivia MooreLead source
Amazon shutting down consumer agent access (now both Muse and Instinct) is both completely rational and a big mistake They have plausible reasons: 1. Advertising accounts for ~10% of Amazon revenue, but an estimated 50-60% of operating profit because it's so high margin. People purchasing via agents = fewer consumer eyeballs to monetize 2. Amazon knows from experience how dangerous it is to give another platform a lever to ramp up / down your distribution 👀 They've done this to many retailers themselves 3. They are in a very good spot re: near-term defensibility - with ~250M Prime subs (who are habituated to buying on Amazon) + a massive logistics and distribution network that you can't vibe code However, this logic is short-sighted (IMO). Agents are inevitable, especially for the kind…Read original on X