The Capitalist

The Capitalist

Capitalist Insider: Amazon banning Meta’s “Muse assistant” is a gift to every store Amazon DOESN’T own

Circular AI financing is back on the menu, and the tab is $50 billion

The Capitalist's avatar
The Capitalist
Oct 08, 2026
∙ Paid

Hello Capitalist Insiders!


  • Amazon banning Meta’s “Muse assistant” is a gift to every store Amazon doesn’t own

  • Circular AI financing is back, and the tab is $50 billion

  • Goldman flips Palantir to Buy with a $230 target

  • Pepsi is selling more chips and making less money

  • The hope for French fiscal discipline dies, yields climb, banks slide



Amazon banning Meta’s “Muse assistant” is a gift to every store Amazon DOESN’T own

Amazon has blocked Meta’s Muse from buying on its site and says it was not told of the plan, a ban Paul Graham called the first opening for a rival.

User's avatar

Continue reading this post for free, courtesy of Matthew Miller.

Or purchase a paid subscription.
© 2026 The Capitalist · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture