$META is simultaneously going after $AAPL and $AMZN .
With Apple, the strategy is clear:
Build the hardware that comes after the smartphone.
If AI glasses become the next major computing platform, Meta no longer has to live inside Apple’s ecosystem.
With Amazon, the attack is different.
Meta wants to disintermediate it.
Instead of opening Amazon, searching for a product and choosing what to buy, you tell Muse what you want.
Muse handles discovery. Muse recommends the product. Muse sends you to the merchant.
Amazon becomes optional.
And Amazon blocking Muse from shopping on its platform tells you exactly how strategic this layer is.
The next step could be even bigger.
More than 200M businesses already use Meta’s apps.
Connect those merchants directly with billions of consumers, put Muse in the middle, and Meta doesn’t need to recreate Amazon.
It can own the layer above it.
META isn’t just building an AI assistant.
It’s coming for the gatekeepers.
With Apple, the strategy is clear:
Build the hardware that comes after the smartphone.
If AI glasses become the next major computing platform, Meta no longer has to live inside Apple’s ecosystem.
With Amazon, the attack is different.
Meta wants to disintermediate it.
Instead of opening Amazon, searching for a product and choosing what to buy, you tell Muse what you want.
Muse handles discovery. Muse recommends the product. Muse sends you to the merchant.
Amazon becomes optional.
And Amazon blocking Muse from shopping on its platform tells you exactly how strategic this layer is.
The next step could be even bigger.
More than 200M businesses already use Meta’s apps.
Connect those merchants directly with billions of consumers, put Muse in the middle, and Meta doesn’t need to recreate Amazon.
It can own the layer above it.
META isn’t just building an AI assistant.
It’s coming for the gatekeepers.
