Amazon Blocks Meta's Muse AI Agent Over Ownership of Buyer
Amazon has blocked Meta's new AI agent, Muse, from accessing its store, citing security concerns and unauthorized access. The decision is more than just a security issue, however - it's about who owns the buyer. Amazon's business model depends on owning the shopper's search box, comparison flow, and checkout intent, while Meta wants to build a 'business in a box service' with Muse as its wedge.
The conflict between these two tech giants is structural and has been building for months. In April, Meta signed a multibillion-dollar deal with Amazon to run agentic AI workloads on Amazon's Graviton chips. Meanwhile, Amazon's AWS division is booming, with revenue growth of 36.7% year-over-year.
The Muse agent appears to capture and store customer credentials, which Amazon says Meta never disclosed would happen. This has sparked concerns about the ownership of the buyer, with Amazon wanting to maintain control over its checkout page. The block on Muse may be a sign of things to come, as Amazon may extend it into a formal policy against unidentified agents.
The stakes are high for both companies, with Amazon's advertising business generating $19.81B in revenue last quarter and Meta investing heavily in capex to power its AI buildout. If Muse can deliver on its promise of agent-driven ad conversion at scale, it could be a game-changer for Meta.