Amazon Ban Hammer, Seedance Strategy, Amazon Blocks Muse | Vinod Khosla, Augustus Doricko, Ben Hylak, Aaron Levie, Lucas Shaw

Amazon's block of Meta's Muse agent, protecting a $76B ad business, signals platforms will fight hard against agentic commerce eroding their monetization.

• Video models go mainstream: Higgs Field's wrapper on Seedance 2.5 let hosts swap entire bodies/faces via text prompts on a phone, fooling viewers (Dylan Patel-as-Drake); Bytedance leads video due to TikTok/CapCut distribution flywheel, not because US labs can't compete.
• Amazon vs. Meta's Muse: Amazon blocked Meta's Muse agent from shopping on amazon.com, citing undisclosed credential storage and lack of authorization; Amazon's ad business made $76B in the trailing twelve months through Q2 2026, explaining its defensiveness.

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