Amazon(US:AMZN) 智通财经网·2025-11-05 07:17Core Viewpoint - Amazon is suing Perplexity AI Inc. to prevent the company from using its AI browser agent, Comet, for online shopping on Amazon's platform, which may set a precedent for the application of "agentic artificial intelligence" [1][2][3] Group 1: Legal Dispute - Amazon filed a lawsuit against Perplexity, accusing it of computer fraud for not disclosing its identity while shopping on behalf of users, violating Amazon's terms of service [1][2] - Perplexity claims that Amazon's actions are a form of bullying aimed at stifling innovation and competition in AI shopping agents [2][5] - The lawsuit escalates a prior dispute where Amazon had sent a cease-and-desist letter to Perplexity, alleging that its AI agent disrupts the shopping experience and poses privacy risks [1][4] Group 2: Implications for AI Agents - The conflict highlights an emerging debate on the regulation and use of AI agents in online shopping, as these agents can perform complex tasks on behalf of users [2][3] - Amazon's lawsuit may clarify the boundaries of AI agents' permissions in assisting humans with real-world tasks, beyond just generating online content [1][2] Group 3: Amazon's Position and Developments - Amazon is also developing its own AI agents, such as the "Buy For Me" feature and the "Rufus" assistant, which can browse and recommend products on Amazon [2][3] - Amazon's CEO Andy Jassy acknowledged that the current user experience with AI shopping agents is not ideal, citing issues like lack of personalization and inaccurate price displays [6] Group 4: Financial and Strategic Considerations - Perplexity's valuation has reached $20 billion, and it has committed "hundreds of millions" to Amazon Web Services (AWS), indicating a significant business relationship [2][6] - The rise of shopping agents could threaten Amazon's lucrative advertising business, as these agents may reduce the value of paid product placements in search results [5][6]