Muse 代下单会摧毁靠竞价排名赚钱的公司

Sam Kampner @KampnerSam原推发布于 2026.09.23

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$META @Muse presents a serious threat to any business that that monetizes ranking as part of its model. Here are some obvious examples: $DASH: Ad Revenue: $1B (9% of total). If I tell Muse to order dinner, I never see sponsored rankings. DoorDash still delivers the food, but the ad auction becomes worthless. $AMZN: Ad Revenue is $68.6B (10% of total). Muse strips away the interface. If an agent searches Amazon for me, there is no reason a seller paying for placement should outrank a better product. $CART: Ad Revenue is $1.06B (28% of total). Brands pay for sponsored products while consumers browse. If Muse builds the basket itself, the digital shelf disappears. $YELP: Ad Revenue is $1.39B (95% of total). Might be the most immediate victim. Muse turns "search Yelp for a plumber, compare listings, click an ad" into "find me the best plumber available tomorrow and book him." $EBAY: Ad Revenue is $1.99B (18% of total). Muse uses the unique inventory, but it has zero reason to respect the paid ordering of that inventory. The common thread is simple - if your business makes money because sellers pay to influence what buyers see, @Muse might be coming to kill you.