What happened
Amazon blocked Muse, a move Stratechery calls predictable, but the article argues there is still room for a deal.
Why it matters
The article suggests Amazon's physical-world investments give it a durable AI advantage, so blocking Muse may be a negotiating position rather than a final break.
What to watch
Whether a deal materializes likely hinges on how much Amazon values its physical-world moat as leverage. Stratechery Plus costs $15 per month or $150 per year.
WHO IT HITSBusiness readers tracking AI platform access and cloud partnerships should note that Amazon's physical-world investments are framed as a moat, which may affect how AI companies negotiate distribution deals.
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