Amazon blocked Meta's Muse from shopping on Amazon.com less than two weeks after the agent launched.

That exposes a constraint in agentic commerce.

The AI agent may control the user interface, but the retailer still controls access to checkout and the customer relationship.

For $META , popularity alone doesn't prove commerce economics.

Muse needs retailers willing to let it transact, plus a way for Meta to earn money from those transactions.

For $AMZN , blocking outside agents helps preserve control over the shopping experience and customer relationship.

But there's a tradeoff.

If consumers prefer shopping through AI agents, cooperative retailers could capture demand that Amazon refuses.

I'd watch which retailers give Muse direct checkout access and whether Meta eventually reports transaction volume or commerce revenue.

AI agents can win users and still lose at the checkout.