Agentic Software · stratechery.com · 1 min · today
Stratechery’s September 25 roundup is an access-control warning for the ‘agent replaces every app’ thesis: it points to Amazon blocking Muse, while physical fulfillment still gives Amazon leverage over an agent that wants to shop. This weekly digest is a reading guide, not a measured example of an agent finishing or failing a customer order.
“Meta needs Walmart to wait out Amazon”