Daniel Pronk 对 $AMZN 的判断变化

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.

So now let's move on to Amazon because Amazon has surprisingly been getting hit in the market on the Muse announcements and people are getting more bearish on Amazon after Muse.

Now the first risk that I am able to identify is that if your everyday consumer is using an agent to shop then there will be less real eyeballs on e-commerce platforms like Amazon.

The second key point is that this really impacts the high margin advertising business and turns e-commerce companies into commoditized distribution platforms to facilitate sales.

Number three, in this world, e-commerce becomes a place where agents buy from and consumers never actually visit. And finally, this would also mean that Amazon loses a ton of data on its customers, how they browse, their habits, etc., which also impacts their advertising business, and how well they can actually advertise to real people.