Andy Jassy says outside shopping agents are not yet great or convenient
Amazon Chief Executive Andy Jassy told investors on an earnings call that external shopping agents are "still not great, nor more convenient than coming to a retailer directly." His remarks follow Amazon's decision in September to block Meta Platforms' AI assistant, Muse, from accessing its storefront, claiming the bot violates customer terms of use. While partners like Shopify, Walmart, and…
Key points
- Amazon blocked Meta's Muse agent in September, citing terms of use violations as agents bypass on-site advertisements.
- Over 400 million customers used Alexa for shopping last year, with U.S. users spending 50% more per order, Amazon says.
- Meta's Muse has over 10 million users across the U.S. and Canada, with average purchases exceeding $200.
Jassy stated that outside agents did not cause Amazon's weaker-than-expected advertising revenue in the third quarter. Instead, he promoted Amazon's own tool, Alexa for shopping, which he said served over 400 million customers in the past year, with customer interactions increasing 570% year over year. Jassy also claimed U.S. customers using Alexa for shopping spend 50% more per order than those who do not.
Meta reported rapid growth for Muse after launching it in early September. Meta Chief Executive Mark Zuckerberg said last week that over 10 million users in the U.S. and Canada have set up Muse, unseating ChatGPT on the Apple App Store. According to Zuckerberg, shopping is Muse's most common task, with more than a quarter of users shopping through the agent and generating an average purchase size over $200.
Model page: Muse →
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On Amazon's earnings call, Andy Jassy says shopping agents like Meta's Muse are "still not great, nor more convenient than coming to a retailer directly"
fortune.com · 30 October 2026
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