那么现在我们来说说 Amazon，因为出人意料的是，Amazon 在市场上因 Muse 的发布而受到打击，人们在 Muse 之后对 Amazon 变得更加看空。
So now let's move on to Amazon because Amazon has surprisingly been getting hit in the market on the Muse announcements and people are getting more bearish on Amazon after Muse.
现在我能识别的第一个风险是，如果你的普通消费者使用智能体来购物，那么像 Amazon 这样的电商平台上的真实眼球就会减少。第二个关键点是，这确实会冲击高利润的广告业务，并把电商公司变成促进销售的商品化分销平台。
第三，在这种世界里，电商变成智能体下单购买、而消费者实际上从不访问的地方。最后，这也意味着 Amazon 会失去大量关于其客户的数据，包括他们如何浏览、他们的习惯等等，这也会影响其广告业务，以及它们究竟能多好地向真实的人投放广告。
Now the first risk that I am able to identify is that if your everyday consumer is using an agent to shop then there will be less real eyeballs on e-commerce platforms like Amazon.
The second key point is that this really impacts the high margin advertising business and turns e-commerce companies into commoditized distribution platforms to facilitate sales.
Number three, in this world, e-commerce becomes a place where agents buy from and consumers never actually visit. And finally, this would also mean that Amazon loses a ton of data on its customers, how they browse, their habits, etc., which also impacts their advertising business, and how well they can actually advertise to real people.