Bloomberg Surveillance · Tuesday, September 22, 2026
Amazon has blocked Meta's 'Muse' application, a move that follows similar actions against ChatGPT and Google's crawlers. While this presents an immediate hurdle, analysts believe these companies will eventually reach agreements, recognizing the necessity of e-commerce integration for AI assistants.
“Yeah, well, we saw yesterday that Amazon blocked Muse. And so Amazon had done this before with ChatGPT and Google as well with its crawlers and the AI search side. Over time, I think we believe this gets reconciled. We believe that these companies come to an agreement. But for many years, Amazon has fought with Google search, has fought to gain its own traffic directly. And they're not going to give it away right away here. So I think over time, Amazon is more than a third of e-commerce and is a necessary tool and a necessary application for for Muse and other consumer AI assistants to be very useful on the e-commerce side.”