Amazon CEO Andy Jassy told investors on Thursday that there's no need to worry about robots flooding their online stores and rendering them obsolete.
Jia Xi made the above remarks during a teleconference with analysts after the company released its quarterly financial report. About a month ago, this e-commerce giant prevented Meta Platforms's popular new AI assistant Muse from accessing its online store. In September, Amazon stated that access by Muse would violate the terms of service that customers had agreed to.
Although Muse was not specifically mentioned, Jia Xi stated that almost no customers place orders through external shopping agents, as the experience “is still not good enough and not more convenient than shopping directly from retailers.”
Meta has already established partnerships with some companies that welcome the integration of Muse agents, such as Shopify, Walmart, and Best Buy; however, Amazon has not joined this camp. The reason Muse poses a threat to Amazon is that it bypasses the usual process by which people access its website or applications and see advertisements, which are a key profit driver for Amazon. Jassy pointed out on Thursday that external agents were not the reason for Amazon's weaker-than-expected advertising performance in the third quarter.
Amazon also has its own shopping proxy “Alexa for shopping”, and the company encourages customers to use it.
During the analyst conference call, Jiaxi stated that over the past year, more than 400 million customers have used Alexa for shopping, and "customer interaction" has increased by 570% year-on-year. He also mentioned that American customers who use their shopping proxy spend 50% more per order than those who do not use the proxy.
Meanwhile, on the side of Meta, there has been a rapid growth in Muse. This AI agent quickly replaced ChatGPT to become the number one free app in Apple's App Store. Mark Zuckerberg, the CEO of Meta, stated last week that since the release of Muse at the beginning of September, more than 10 million people in the United States and Canada have set up this assistant.
This app can integrate with calendars, email, and other mobile phone functions to autonomously perform tasks on behalf of the user. It is one of several personal assistants launched by technology companies such as OpenAI in recent months.
Zuckerberg stated that the most common use of Muse is for shopping; more than a quarter of those using this proxy engage in shopping, with an average purchase amount of over $200.
"Obviously, not everyone wants to be an early adopter. That's okay," Zuckerberg said, "We will cooperate with all parties under terms that are reasonable for them."












