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Meta’s Muse AI is exploding in popularity—and drawing heated backlash from Amazon



Meta’s new AI agent app is quickly taking hold of the consumer market, unseating ChatGPT as the top free app on Apple’s App Store in recent days. The app, which features a personal AI agent that books appointments, shops, and organizes calendars on people’s behalf, is the talk of tech circles this week.

Named Muse, the app, which uses Meta’s latest Muse Spark AI model, connects users to a range of services that its AI agent autonomously handles. That means handing over access to accounts across a user’s phone in exchange for Muse booking a vacation or handling restaurant reservations on their behalf. It’s the first major consumer AI agent push by Meta, and it’s catapulting the company for now, past its competitors.

Not everyone is rolling out the red carpet for Meta’s Muse, however. Amazon blocked Meta’s assistant from accessing its online store, saying that “continued access by an unauthorized AI agent violates Amazon’s Conditions of Use, to which our customers have agreed.” Amazon said Meta never asked for permission to access its site. Meta didn’t immediately respond to a request for comment, though the company announced it would partner with Shopify for some of Muse’s shopping features.

“It is only a matter of time before there is an Apple and Google version of Muse and possibly TikTok, in addition to the frontier LLM agents,” Nikesh Arora, chief executive at Palo Alto Networks, wrote on X. “Every app that is a services, marketplace or commerce app will need to existentially decide to open [Application Programming Interfaces] for consumer agents to interact. Smaller players have no choice. Either the consumer benefits or distribution aggregators will demand a higher transaction fare.”

Muse’s break-out success represents a much needed victory for Meta in the AI arena, following a series of struggles by the company to compete with frontier labs like OpenAI and Anthropic.

Muse’s fast-rising popularity, and Amazon’s reactionary block, show how quickly agentic technology is transforming the consumer space. Meta released Muse just as Anthropic and OpenAI released cheaper versions of some of their models. Apple also recently rolled out its revamped Siri as part of its newest iOS update.

The bigger questions raised by Muse’s release are who controls the shopping and user interfaces Meta is trying to access, and how major companies will agree to such access. For Amazon, Muse is a threat because it bypasses the usual process of humans visiting its website or app and seeing the advertisements that serve as a key profit driver.

“This is bigger than a dispute over bot detection or website access. We are moving toward a world where agents will increasingly act as our representatives online,” Liat Ben-Zur, CEO of executive consultancy LBZ Advisory and former Microsoft Vice President of Consumer Services, told Fortune. “The companies that control the rules of access will have enormous influence over whether those agents actually work for the consumer.”

Amazon has taken action against other companies over similar issues. Last year, it sued Perplexity over its Comet AI tool, which could access Amazon accounts much like Muse does. Amazon recently lost a ruling on that claim after the U.S. Court of Appeals for the Ninth Circuit found that users were ultimately choosing to access Amazon via Perplexity’s bot; Amazon is still fighting the issue.

Amazon has its own shopping agent, called Buy for Me, which performs tasks similar to Muse’s. The company has said brands can opt out of the feature, though doing so requires action, since brands are automatically opted in. CEO Andy Jassy has also said Amazon is exploring AI shopping agent partnerships with third-party companies.

Privacy is sure to be a key issue for consumers weighing assistants like Muse, which allow for personal touches—like the ability to name your assistant— but require access to sensitive information, such as bank accounts, to truly work on a user’s behalf.

Meta says user logins are kept secret and that online purchases use a one-time card number that hides a person’s actual card details. Still, Meta has been at the heart of previous privacy issues. Meta has faced multiple proposed class-action lawsuits related to its smart glasses, including one alleging that it sent some footage captured by the glasses, including highly personal material, to third-party human reviewers for annotation and AI development. Meta has disputed the allegations.

The rise of Muse is timely for Meta: CEO Mark Zuckerberg is expected to unveil updates to the company’s smart glasses at its annual Connect event in Menlo Park, Calif., on Wednesday.

Charles Goldstuck’s GoldState makes minority investment in Podium Entertainment, as Flexpoint Ford and Shamrock Capital buy audiobook publisher in reported $400M+ deal


GoldState Music, the investment firm founded by Charles Goldstuck, has made a minority investment in Podium Entertainment, the audiobook publisher.

The investment was made alongside Flexpoint Ford and Shamrock Capital, which have acquired Podium from Presidio Investors.

The deal was announced on Monday (September 21). The companies did not disclose financial terms.

The Wall Street Journal reported that Podium changed hands for north of USD $400 million, citing people familiar with the matter.

GoldState was founded in 2022 and invests in music rights, music companies, and music technology.

Its investment in Podium takes the West Palm Beach-headquartered firm into book publishing.

GoldState has raised two funds to buy music rights: a partnership with Flexpoint struck in 2023, and a $500 million raise co-led by Northleaf Capital Partners and Ares Management in April 2025.

In February this year, the firm partnered with London-listed Bridgepoint Group on a separate strategy, targeting growth equity investments in music and music-adjacent companies.

GoldState and Flexpoint have backed the same company before: Flexpoint led a $165 million round for Create Music Group in June 2024 that Goldstuck also joined.

According to the announcement, the Podium deal extends Flexpoint‘s “experience in music assets and royalties into audiobook publishing.”

Charles Goldstuck, Managing Partner at GoldState, said: “I had the pleasure of previously partnering with Scott and couldn’t be more excited about backing the team at Podium. We’ve seen firsthand how digital audio can scale when developed under the right production and distribution models.

Podium is poised to take full advantage of the changing landscape for audio around the globe.”

“We’ve seen firsthand how digital audio can scale when developed under the right production and distribution models. Podium is poised to take full advantage of the changing landscape for audio around the globe.”

Charles Goldstuck, GoldState

“What streaming did for independent musicians, digital audio is doing for independent authors,” said Mike Morris, Managing Director at Flexpoint Ford. “Podium has built a differentiated platform around valuable IP, helping authors reach global audiences while retaining ownership of their work.

“We believe the company is exceptionally well positioned to capitalize on the continued growth of digital audio, and we’re excited to partner with Scott and the entire Podium team to support the next phase of expansion.”

“What streaming did for independent musicians, digital audio is doing for independent authors.”

Mike Morris, Flexpoint Ford

Podium, headquartered in Los Angeles, says it represents more than 3,000 authors and describes itself as the audiobook industry’s third-largest publisher.

Its catalog has grown from roughly 1,200 titles in 2019, when Presidio first invested in the company, to more than 15,000 titles today.

Under Presidio‘s ownership, Podium expanded beyond audio into ebook and print formats and acquired book sales data service Bookstat.

According to Presidio, Podium ranks as the second-largest publisher of romance audiobooks and the largest publisher of science fiction and fantasy audiobooks in the United States.

“We are incredibly proud of the work we’ve accomplished to date on behalf of the thousands of authors and voice actors Podium represents, and alongside the tremendous support we received from Presidio Investors since 2019, but this is just the beginning of our story,” said Scott Dickey, Chief Executive Officer of Podium Entertainment.

“Partnering with the Flexpoint, Shamrock, and GoldState teams represents an opportunity to rapidly extend our capabilities for the authors and storytellers who trust us every day to deliver their stories and grow their audiences.

“We firmly believe in Podium‘s differentiated author service model which is built to attract, support, and retain the best storytellers in the world.”

“Partnering with the Flexpoint, Shamrock, and GoldState teams represents an opportunity to rapidly extend our capabilities for the authors and storytellers who trust us every day to deliver their stories and grow their audiences.”

Scott Dickey, Podium Entertainment

“This is a proud moment for everyone who has been part of the Podium journey since 2019, and we’re excited for what comes next,” said Karl Schade, Managing Partner of Presidio Investors.

Shamrock Capital, which had approximately $7.4 billion of assets under management as of June 30, 2026, invests in media, entertainment, communications, and related sectors.

The Los Angeles-based firm sold the master recordings of Taylor Swift‘s first six albums back to the artist in May 2025.

As part of the Podium transaction, the company is partnering with Ownership Works to establish a program giving all of its employees an ownership stake in the business.

David Kaefer, a former Spotify executive, is joining Podium‘s board of directors.Music Business Worldwide

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