Veytics Intelligence
2026-10-27 · Yahoo

Amazon has a Muse problem. Is a deal with OpenAI a solution?

Laura Martin, Needham and Company senior media and internet analyst, joins Market Domination host Brooke DiPalma to discuss Amazon's (AMZN) moves to block Meta's (META) Muse shopping agent from its site and why it should instead turn to OpenAI and propose a joint venture. Video Transcript 00:00 Speaker A Do you think we'll hear anything about their decision to perhaps block Meta's muse, maybe really lean into their own AI agent? 00:08 Speaker B Yeah, so, I mean, this is very typical. Like Amazon is the incumbent winner from the last technological disruption called the internet. And now we have a new technological disruption called AI. 00:23 Speaker B And muse is the the like the first consumer facing agent that benefits from that AI disruption.

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