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Muse's dedicated VM and Amazon's shopping block signal a wider platform fight

The author says Muse's ability to act for users forced Meta to rebuild its security model, and Amazon blocking it from shopping on its marketplace is an early sign of a bigger platform conflict.

Pradeep Goel
@_PradeepGoelArchived 2026.09.23Originally posted 2026.09.22
Pradeep Goel @_PradeepGoelOriginally posted 2026.09.22
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The interesting thing about Meta's Muse is that people seem to be responding to an AI that actually does things for them. Meta built a dedicated virtual machine around the agent because once software can act on your behalf, the security model has to change too. The market seems to understand this. Muse's early adoption has helped push Meta sharply higher, and the broader tech market has responded to the renewed enthusiasm around consumer AI. But there is another side to this, an agent that can act on your behalf is also an agent that needs relationships with everyone else's systems. Amazon blocking Muse from shopping on its marketplace is an early example of what I think will become a much bigger issue.

x.com/_pradeepgoel/status/2102382416207692132Archived 2026.09.23 10:19