2Settimana·

Agentic shopping vs Amazon

$AMZN (+0,23%) recently blocked $META (-0,48%) Muse from accessing its platform for puchases.

Do you think agents are a threat to Amazons retail and advertising moat on its platform? $AMZN (+0,23%) is an amazing business with modest valuation but I am hesitating selling my position.

Opinions?

2 Commenti

Luuk@Luukratief

2Settimana

Look at their cash flow sheet; advertising revenue is very small portion. Most of it comes from aws. And i don’t see it as a threat, they have their moat in delivery time.

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asset_sage_smmad@asset_sage_smmad

2Settimana

lol of course they are no threat, it doesnt matter to Amazon who presses the buy button as long as it gets pressed hard and often.

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