彭博专栏：用 Muse 购物，亚马逊把它挡在门外

Gary Black @garyblack00原推发布于 2026.09.24

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I believe $META will continue to move higher as investors better appreciate the disruptive power and reach of META’s new Muse personal AI agent to shop, pay bills, and manage their lives. At 24x 2026 EPS vs long-term future rev and EPS growth of +15%, META still looks attractive despite a +30% gain so far in September (vs NDX +3%). Bloomberg Opinion By Dave Lee 09/23/2026 04:30:07 I’m Using Meta’s AI Agent and Amazon Can’t Stand It. ▪Meta Platforms Inc. has released a new AI agent called Muse, which can organize calendars, scour Facebook Marketplace, and buy things from Amazon, but Amazon has blocked Muse from accessing its store. ▪The move is a sign of things to come as Silicon Valley giants try to protect their entrenched advantages in the age of artificial-intelligence agents, and consumers will lose out if their preferred agent can't work well with the full range of digital services. ▪The issue of interoperability, or the ability for AI agents to talk to services and to one another, becomes the central question, and companies may need to find ways to work together or risk being forced to open up, with the courts potentially being asked to judge what's fair. (Bloomberg Opinion) -- Meta Platforms Inc. is rightly receiving plaudits for its new AI agent, Muse. I’ve been using it, and it’s plainly the most impressive product Meta has released in years. Harold — the name I gave to my bot — works to organize my calendar, scour Facebook Marketplace for good deals and buy things, with my blessing, from http://Amazon.com Inc. Except, actually, scratch that last example. Amazon has blocked poor Harold, along with all the other Muse agents, from accessing its store. The move is a sign of things to come as Silicon Valley giants try to protect their entrenched advantages in the age of artificial-intelligence agents.  Consumers will lose out if their preferred agent can’t work well with the full range of digital services to which they have become accustomed. These competitors will need to find ways to work together or risk being forced to open up. Meta has surprised many, myself included, to be the first of the tech giants to popularize a consumer AI agent, the term given to an AI bot that can carry out tasks on its own. “Muse is a killer product and an inflection point,” wrote analysts at Jefferies, who raised the company’s stock price target to $875 a share, compared with $736.60 at Tuesday’s close. Sensor Tower said Muse had been downloaded some 900,000 times over six days. But a head start doesn’t win the race, and Amazon’s action against Muse’s agents will not be the only instance of a competitor putting up the barriers. Muse isn’t the first AI bot Amazon has sought to block from being able to autonomously shop on its store. It did the same to Perplexity earlier this year, throwing in a lawsuit for good measure. Amazon contends its motive is security and data privacy: How does it know a bot is genuinely acting on a real customer’s wishes? There are also other obvious factors. AI agents don’t look at or click on advertising. And Amazon would much prefer people to use its AI shopping bot instead. If Muse wins and becomes a popular way to buy goods online, Amazon would, to those customers, become a faceless logistics company. Relatedly, Shopify — already a faceless logistics company by design — announced on Tuesday that it was partnering with Muse, though no terms were disclosed. Such deals might force Amazon’s hand. Some of the tension stems from the prevailing wisdom that says, in consumer AI, one personal AI agent may end up conquering them all, in the way that Google triumphed in online search or Apple won with the iPhone.