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Meta’s Muse Tops App Charts as Amazon Blocks Agentic Shopping

The dispute over connectors could reshape online commerce by deciding who controls purchases, payments, or customer data.

Overview

  • Meta launched Muse on September 8, 2026, and the app quickly climbed to the top of Apple’s U.S. App Store with millions of downloads as users test agents that can act on their behalf.
  • Amazon has blocked Muse from shopping its storefront, saying the agent did not seek authorization, failed to identify itself in browser traffic, and risked accessing customer credentials and order histories.
  • Shopify has moved the other way and announced a partnership to let Muse complete agentic checkouts using Shop Pay across Shopify stores, highlighting a split among merchants over opening API access.
  • Meta says Muse runs user sessions in secure virtual machines and uses one-time card numbers to hide real payment details, but security researchers and critics point to past Meta privacy problems and report possible vulnerabilities.
  • Investors have re-rated winners and losers—lifting chipmakers, hyperscalers, and platforms like Shopify—and the legal backdrop, including Amazon’s suit against Perplexity and a Ninth Circuit ruling, makes litigation and regulation likely next steps.