Stratechery · 25 September 2026

Begun, the Aggregator Wars Have

Stratechery

Meta's AI agent Muse threatens Amazon's e-commerce dominance by automating purchases without ads; Amazon's blocking of Muse signals an emerging aggregator war, with Walmart potentially holding the key to Meta's strategy.

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Topics: AI (Horizontal) · Marketplaces · Retail & E-commerce

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