The value capture split is the interesting part. Agents can compress discovery above the model while expanding compute below it. Iād watch whether infrastructure demand broadens faster than agents compress incumbent margins.
On "who wins when the interface moves": merchants are already starting to optimize for the agent instead of the click. Shopify merchants were live on day one, with Muse searching Shopify Catalog and checkout happening inside the app, and a developer open-sourced muse-commerce-audit, a CLI that checks whether an AI shopping agent can discover and act on a store page and can have a real Muse Code agent try to shop it. More commerce builds: https://shipwithmuse.live/categories/business-and-commerce
The 'own the interface, own the intent' line is the whole story in six words. Amazon blocking Muse from shopping on Amazon.com tells you exactly how seriously they take that threat.
interface shift is cute until intent has to pay for itself in commerce
The value capture split is the interesting part. Agents can compress discovery above the model while expanding compute below it. Iād watch whether infrastructure demand broadens faster than agents compress incumbent margins.
On "who wins when the interface moves": merchants are already starting to optimize for the agent instead of the click. Shopify merchants were live on day one, with Muse searching Shopify Catalog and checkout happening inside the app, and a developer open-sourced muse-commerce-audit, a CLI that checks whether an AI shopping agent can discover and act on a store page and can have a real Muse Code agent try to shop it. More commerce builds: https://shipwithmuse.live/categories/business-and-commerce
The 'own the interface, own the intent' line is the whole story in six words. Amazon blocking Muse from shopping on Amazon.com tells you exactly how seriously they take that threat.