Amazon has nothing even approaching a monopoly. You can go right now to a store built from bricks and purchase goods.
Correct
> Amazon has nothing even approaching a monopoly
Sortof? It probably doesn’t have a monopoly in any segment that matters, but it does have many illegal monopolies (as defined by US FCR and the Sherman Act).
Evidence: Amazon has been found guilty of being an illegal monopoly multiple times already.
I'm using Claude for everything from finances to dinner planning to project planning. If Amazon doesn't let Claude search and buy, I'm not abandoning Claude, I'm abandoning Amazon.
As long as my actions are as simple as possible, I don't care whether Claude is searching 5000 online retailers or only 4999, minus Amazon. I'm certainly not going to say "ok, this project requires buying 13 things for about $500, but I don't see amazon in the list, so let me go manually search for each one on Amazon and see if they might have a better price or something."
This is Walmart / Apple Pay all over again. Yes, near-monopolies, lots of power. But they got there by making things easy for consumers. Making things difficult to force consumer behavior never ends well.
The same would be true for someone shopping for one $10 item.
Half the time I can't even find the category page. And if I do find it, the filters will just be useless anyway.
Amazon is one example. If my basement AI drives my browser and never clicks an ad, Amazon loses big.
Or, the ad industry in general -- imagine the basement AI filtering out all ads at the analog level so nobody in my house ever sees an ad, and no software update can change that.
Or other optimizations. Right now companies enjoy a power imbalance because they have people who ruthlessly optimize 24/7 to save a buck. I can't do the same, because I have to work, and also prefer to spend my personal time with family -- a foolish thing to do in a capitalist society, at least from a capital perspective. Imagine I have an AI wheeling and dealing on my behalf 24/7 too. Especially in an age of online shopping and product deliveries, my AI will absolutely order from your competitor to save a penny, my AI will absolutely spend 400 hours disputing a medical bill I don't think is right, barely an inconvenience to me.
Agreed. But that's where Amazon needs some thrashing from users, competitors and regulators to start with.
It's also trivial for Amazon competitors to pop up in this potential AI future. Maybe you only sell door knobs, but all you need to do is set up a mostly text-based API designed for AI consumption and you're in business. If you offer the door knob for 10 cents less, why wouldn't the AI agents buy from you?
Right now making an Amazon competitor will fail mainly because humans are lazy and can't be bother to check other sites. AI might change that.
This could mean the long term viability of my open claw bot to shop for me- that openai / google etc won't control AI, and I'll still just be able to use a model via API to do what's actually in my own self-interest.
It's how they killed the competition.