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Amazon Blocks Muse; Analyst Says Physical Investments Are AI Moat

Stratechery reports Amazon blocked Muse

1 Sep 21 3:05 PM · 2d ago · 1 article · 1 source · development 1 of 2

Ben Thompson at Stratechery analyzes Amazon's blockade of Muse, characterizing the move as predictable while identifying Amazon's physical-world investments as a strategic AI moat.

Stratechery reports Amazon blocked Muse
Stratechery

“Amazon predictably blocked Muse, but there is room for a deal based on the reality that Amazon's physical world investments are an AI moat.”

Ben Thompson, Technology analyst, Stratechery · techmeme ↗

Amazon Company blocking MuseMuse Service blocked by AmazonBen Thompson Technology analyst

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1Stratechery reports Amazon blocked Muse2Thompson identifies deal potential based…
Sep 22yesterdaynow · 9:46 AM ET

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