Shopify Inc. (NASDAQ:SHOP) has signed a deal to make eligible Shopify stores fully shoppable through Meta's new AI agent Muse. Amazon is taking the opposite approach, actively blocking Muse and a growing list of AI shopping tools from its platform. The contrast reflects two different approaches to agentic commerce. Shopify is opening its doors on the view that AI-driven checkout can generate incremental sales, while Amazon is protecting its shopping experience and advertising economics. While Amazon fights off competition from negatively impacting its business, it continues to suffer elsewhere. Most recently, it faced backlash on how it treated pregnant warehouse workers and continues to tap into multple sources to raise money.
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