Jassy Says Outside Shopping Agents Like Meta's Muse Are 'Still Not Great,' Touts Alexa Shopping's 400M Interactions

On Amazon's Q3 call, Andy Jassy brushed off third-party shopping agents - calling them 'still not great, nor more convenient than coming to a retailer directly' - and said they aren't to blame for the softer ad quarter. The comment lands ~a month after Amazon blocked Meta's Muse from its marketplace on terms-of-service grounds. Amazon's own Alexa shopping product, Jassy said, is seeing 400M customer interactions a year with per-order spend ~50% higher than non-Alexa checkouts.