Agentic Commerce Hits a Wall: Hilton, Amazon and the Bot Blocking Fight

Podcast: More or Less · Dave Morin, Jessica Lessin, Brit Morin, and Sam Lessin

Opublikowano: 2026-10-09

Meta and Microsoft, two of Anthropic's biggest enterprise customers, have roughly halved their Claude usage, and both are running their own models instead. Dave's diagnosis is the one nobody else is making: Claude was over-tuned for parasocial relationships, people got into something unhealthy with it, and organizations are now quietly backing away. Sam is blunter about the business. He runs Claude as infrastructure, but switching off would be a one line change he'd never think about twice. Then it gets strange: a dinner where only the lab researchers raised their hands when asked if one company will be left...