Sep 24, 2026 · 1 hr 17 min · 11 segments
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Guy PodjarnyGuest
Jake LoosararianGuestLon HarrisHostShopify CEO Tobias Luque called it an easy and delightful way to shop and check out with Muse, while Meta CEO Mark Zuckerberg posted that shoppers will find more and shops will sell more as well.
Meta's chief AI officer, Alexander Wang, said... said the goal is giving Muse users a wide range of stores and products to choose from.
Amazon, of course, recently moved to block Muse from shopping on its site entirely, arguing that the agent hides its identity and may collect customer credentials without permission.
Deutsche Bank analysts called the deal a sign that AI platforms are choosing to work within Shopify's infrastructure rather than around it.
Both stocks jumped Monday with Shopify up 7.3 percent and Meta up over 11 percent.
So what do you think of this competitive approach? Shopify reaching out its hand and shaking with Meta or with Muse and Amazon sort of backing away.
What do you who do you think is the smart strategy and what do you make of this landscape?

I think it's all about the sort of the business model that you are protecting, right? So I think for Shopify, really what they want to do is they want to get a lot of stores online.

And what Shopify wants and what they benefit from is the shared logistics infrastructure behind the scenes, which sort of makes more stores kind of come to them.

So if Muse shops it, nobody sees ads, nobody sees, you know, maybe they sort of scrape sort of prices.

You know, bots has always been a little bit of a, you know, e-commerce sites have this sort of a conflicted relationship with bots and their ability to path it.

But I know they're sort of big enough that maybe they will provide their own agent.
Shopify CEO Tobias Luque called it an easy and delightful way to shop and check out with Muse, while Meta CEO Mark Zuckerberg posted that shoppers will find more and shops will sell more as well.
Meta's chief AI officer, Alexander Wang, said... said the goal is giving Muse users a wide range of stores and products to choose from.
Amazon, of course, recently moved to block Muse from shopping on its site entirely, arguing that the agent hides its identity and may collect customer credentials without permission.
Deutsche Bank analysts called the deal a sign that AI platforms are choosing to work within Shopify's infrastructure rather than around it.
Both stocks jumped Monday with Shopify up 7.3 percent and Meta up over 11 percent.
So what do you think of this competitive approach? Shopify reaching out its hand and shaking with Meta or with Muse and Amazon sort of backing away.
What do you who do you think is the smart strategy and what do you make of this landscape?

I think it's all about the sort of the business model that you are protecting, right? So I think for Shopify, really what they want to do is they want to get a lot of stores online.

And what Shopify wants and what they benefit from is the shared logistics infrastructure behind the scenes, which sort of makes more stores kind of come to them.

So if Muse shops it, nobody sees ads, nobody sees, you know, maybe they sort of scrape sort of prices.

You know, bots has always been a little bit of a, you know, e-commerce sites have this sort of a conflicted relationship with bots and their ability to path it.

But I know they're sort of big enough that maybe they will provide their own agent.
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