Gene Munster 'More Concerned' About Amazon and Alphabet — Says AI Bots Mean Shopping Edge 'Will Increasingly Be Under Attack'

Personalized AI bots could threaten Amazon.com, Inc.'s (NASDAQ:AMZN) hold on online shopping and Alphabet Inc.'s (NASDAQ:GOOG) (NASDAQ:GOOGL) grip on search, investor Gene Munster warned on Wednesday. Bots Could Reshape Where Shoppers Start Munster said in a post on X that bots will make it easy to find what you're looking for, making them "a logical starting point for anything we buy." Amazon's edge rests on helping customers find what they want, delivering fast and earning their trust, Munster said, but the first "will increasingly be under attack.