Amazon blocked Meta Muse. Meta's stock went up $146 billion. | The Pirate Street Journal

The Pirate Street Journal · Oct 1, 2026 · 39m

HERE'S WHAT WE COVERED IN THIS EPISODE:

**1. Amazon locked out Meta's AI shopper. Meta's stock went up $146 billion anyway.**

Meta's Muse launched September 8th. It runs your errands, and it hit 3.4 million downloads. On September 20th, Amazon blocked it as an unauthorized AI agent. A day later, Shopify opened checkout to Muse on every Shopify store. The scoreboard: Shopify up $25 billion, Amazon down $82 billion, Meta up $146 billion. Amazon's fear is simple. Its ads earn about $20 billion a quarter, and an agent never scrolls past a sponsored listing. Eddie calls the block penny wise and…