Why Amazon is blocking Meta's Muse AI Assistant   Rory O'Driscoll (Scale Venture Partners) on 20VC

Two things happen when you use this agenda commerce. One, you don't get any revenue from your ad business and Amazon's ad business is now larger than their Ecommerce profits. So in other words, it is the entirety of the profit stream for Ecommerce as the sting from the AWS business. And then the second thing which I didn't know is Walmart did something with where the basket size gets reduced. You know, when you go on Amazon directly, they're like, people also bought, then you have, oh yeah, I need to order that. Whereas if I do this, I just order the thing. So from Amazon's perspective, because there's such a big player, they're like, if I let these people do it, then I don't get my ad revenue. I get a smaller basket. And if I block them, they'll probably come to me anyway, because I'm Amazon. So I have leverage and this is kind of tech behemoths bumping into each other. Amazon is now saying screw your muse, meta. We're gonna have to talk about this before I roll over.