AI shopping assistants disrupt the e-commerce landscape! Bernstein: Platforms like Amazon (AMZN.US) and Uber (UBER.US) temporarily refusing integration may be a wise move

As artificial intelligence (AI) agents gradually acquire the ability to autonomously search, shop, and complete transactions, traditional internet platforms are facing an important choice: should they proactively embrace third-party AI shopping assistants, or restrict their access to protect their own user relationships and business models? In its latest research report released on October 23, Bernstein pointed out that for internet platforms with significant market share, such as Amazon (AMZN.US), DoorDash (DASH.US), and Uber (UBER.US), refusing or limiting third-party AI agent access at this stage could be a completely reasonable business strategy.