AI agent disruption of Amazon's ad business is unproven; ad revenue growth remains strong and accelerating.
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In the field of online shopping , " Muse" can find the best products at the lowest prices and order them for you without the need to visit Amazon, which is radically changing Amazon's advertising business, because humans do not see the ads.
radically changing Amazon's advertising business, because humans do not see the ads. Instead, the computer programs will go to the Amazon platform to complete the purchase process.
In fact, Amazon banned Meta's Muse from using its platforms for this reason. Amazon doesn't admit it, but shopping through agents will affect its high-margin advertising revenue.
I have previously discussed my thoughts on the disruption to Amazon's advertising business on my channel, so I will not address it again.
This also applies to my everyday purchases from Amazon. It is true that I may use the Muse app to find the best products, but I think people still enjoy browsing through products , and consumers enjoy searching for the best deals and products.
Therefore, I am not entirely sure that travel agents can fundamentally change the digital economy and advertising sector for companies like Amazon. I will be closely monitoring Amazon's advertising revenue and the revenue of Booking and Airbnb, but I am not yet convinced that these companies will be fully affected.
If that happens, I think it will take a very long time.
In fact, Amazon's advertising revenue continues to grow at an accelerating pace, although we have not yet seen a tangible impact of Muse on this sector .
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