Source Post

Why Amazon Just Blocked Meta Muse!

Sep 24, 2026

The creator discusses the advertising opportunity presented by AI chatbots, noting that as agents browse products, fewer humans view them directly. This increases the value of ads in app stores where users download items, benefiting companies like Apple and Google. The creator highlights the intense competition for ad space among AI applications such as Meta Muse, GPT, and Gemini.

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WINGNeutralLow ConvictionResearch Only

Wingstop is mentioned as an example of a platform where agents browse products, reducing human visits.

DASHNeutralLow ConvictionResearch Only

DoorDash is mentioned as an example of a platform where agents browse products, reducing human visits.

AMZNNeutralLow ConvictionResearch Only

Amazon blocked Meta Muse from crawling their site because fewer humans visit, increasing ad value elsewhere.

NFLXNeutralLow ConvictionResearch Only

Netflix is mentioned as a platform where people watch entertainment content.

AAPLNeutralLow ConvictionResearch Only

Apple benefits from increased ad value in its app store as users download items.

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