Stratechery's framing: Muse only wins if it can act inside Amazon, but Muse skips Amazon's ads — so Amazon's physical-world delivery network lets it block Meta and absorb the cost. Meta's likely counter is a Walmart partnership.
Amazon blocks Meta's Muse agent, Stratechery reports
Stratechery reports Amazon blocked Meta's new shopping agent Muse, framing it as the opening shot in an aggregator war.