Amazon CEO says shopping agents like Meta's Muse 'not great'

Key Points:

• Amazon CEO Andy Jassy commented that few customers are currently using outside AI shopping agents because the experience is not yet better or more convenient than shopping directly with retailers.
• Amazon blocked Meta’s AI assistant Muse from accessing its online store in September, citing violations of customer usage conditions, while Meta’s Muse has partnered with other retailers like Shopify, Walmart, and Best Buy.
• Jassy emphasized that outside shopping agents were not responsible for Amazon’s weaker advertising performance in Q3, and highlighted Amazon’s own shopping assistant, Alexa for shopping, which has seen significant growth with over 400 million users and 570% year-over-year interaction increases.
• Meta’s Muse AI assistant has rapidly gained popularity, becoming the top free app on Apple’s App Store and attracting over 10 million users in North America since September, with shopping being the primary use case and average purchases exceeding $200.
• Meta CEO Mark Zuckerberg acknowledged that not all customers are early adopters of Muse and expressed willingness to collaborate on usage terms that suit different users.