00:00It's Benzinga, bringing Wall Street to Main Street.
00:02Kathy Woodbacked ARK analyst Nick Grouse's view that Amazon's block of Meta's Muse
00:07will test customer loyalty and agentic commerce.
00:11On ARK's podcast, released Saturday, Grouse said,
00:14Amazon is blocking Muse to protect its $70 billion advertising business
00:19and maintain control of customer relationships.
00:21He contrasted Amazon with Shopify and retailers that have opened their platforms to Muse.
00:27Amazon said it blocked Muse because Meta lacked permission
00:31and the agent did not identify itself while browsing,
00:34raising concerns over customer credentials.
00:37Days later, Amazon opened its seller platform to Anthropics Claude.
00:43ARK sold 20,000 Amazon shares earlier this month
00:46while rotating into Meta as Muse continues to reshape online shopping.
00:50For all things money, visit Benzinga.com.
