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Amazon Blocks Muse, Amazon’s Moat, Aggregator v Aggregator
The real story is not the block, it's what comes after. Amazon's physical-world moat—logistics, supply chain, real-time data—is becoming the asymmetric advantage in AI, not pure compute or models. For startups: don't build on free data you don't control. For investors: companies with hard-to-replicate operational data will trade at a premium against pure-model players.