Amazon’s CEO Andy Jassy tells investors that AI shopping agents and bots are not yet a major threat to its retail ad and shopping businesses. Multiple outlets say he frames the technology as still underperforming, and therefore unlikely to “render the site useless” in the near term.
The comments come in the wake of Amazon blocking Meta’s AI assistant, Muse, from accessing its online store. One outlet also links the discussion to Amazon’s earnings, suggesting Jassy’s remarks may be part of how the company responds to investor concerns. Several articles describe Jassy’s view that consumers still prefer shopping directly with retailers rather than through external AI agents.
While outlets broadly agree on the main facts—Amazon’s “not great” message and the Muse block—their emphasis differs. Some focus more on the AI-agents-as-ads-business angle, while others foreground the competitive context and the specific reason Amazon gave for blocking Muse, namely data privacy concerns. One report also pairs the “not great” message with a comparison involving Mark Zuckerberg’s efforts.
