A16Z · 29 September 2026 · Industry Analysis

Who Gets Paid When AI Does the Shopping?

A16Z

As AI shopping assistants intercept customer relationships, marketplaces face a power shift: Amazon blocks Muse while Shopify welcomes it, revealing divergent economics around who captures discovery, advertising, and customer data when agents mediate commerce.

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

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