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- Musk floats Amazon rival as AI shopping battle comes into focus
Elon Musk floated the idea of starting a competitor to Amazon on X, responding to a post claiming Amazon was blocking Grok bots from placing orders on its platform. He gave no details or concrete plans. The remarks come as AI firms explore agents that buy goods for users, and Amazon has also blocked Meta's Muse AI shopping agent. Amazon shares fell 1.7% amid a broader tech selloff, which the article says was not an apparent reaction to Musk's comments, while building a rival would also require merchants, fulfillment and changed consumer habits.
- Elon Musk wants to start an Amazon competitor after Grok bot users say the company blocked them from placing orders
Musk and Bezos, the world's two richest people with fortunes of over $900 billion and a little under $400 billion, could compete directly in e-commerce. On October 15, a post on X claimed Amazon is blocking xAI's Grok bots from ordering, and Musk replied that maybe a competitor to Amazon should be started; the article notes it is unclear whether he was serious. According to the report, Amazon has also blocked several other AI agents, including Meta's Muse. Y Combinator co-founder Paul Graham argued this is an opening for a startup to compete with Amazon, since people will want AI agents to buy things for them and won't want to use an Amazon-supplied one. Representatives for Musk and Amazon did not respond to requests for comment.
- SpaceX CEO Elon Musk Teases ‘X Shop’ After Amazon Shuts Out Grok Agents
After users reported that Amazon is blocking Grok Bot agents from placing orders, SpaceX CEO Elon Musk wrote on X, 'Maybe we should start a competitor to Amazon,' responding to a suggestion of an 'X Shop.' Musk also promoted Grok Bot's purchasing ability and said SpaceX will cover any losses if the bot makes a purchasing error or leaks information, noting this has not happened yet. Amazon previously blocked AI agents, including Meta's Muse agent in September, over concerns about identification, terms of use and account access. SPCX fell 3.5% and AMZN was down 0.3% during the session, with SPCX trading near $147, above its $135 IPO price but below its all-time high near $226. The two companies also compete in satellite broadband, where SpaceX has more than 11,000 Starlink satellites while Amazon's Leo service is still in beta.
- Elon Musk may have just taken a major step toward consolidating his empire
- Tesla's Elon Musk Might Have Gone Back on His Word, but It's Working in China
Tesla once pledged to build affordable Model 3 and Y versions at Giga Shanghai for China, but plans changed amid fast-developing local rivals and a brutal price war. In the first three quarters of 2026, Tesla sold 381,088 vehicles in China, down nearly 12% and its weakest domestic retail performance in four years. Exports from Giga Shanghai more than doubled to 361,972 vehicles, rising 20 percentage points to 49% of wholesale and lifting total China wholesale volume nearly 23% to 743,060 vehicles. From April 1, 2027, China's export rebate on new energy vehicles will fall from 13% to 9%, making each Tesla export about 4% less valuable to the company.
- Elon Musk’s ‘Insatiable Sense of Urgency’ Sets His Companies Apart, Says Former X CEO: 'There’s Not a Deadline...it’s Now'
Former X CEO Linda Yaccarino told Fortune that Elon Musk’s insistence on immediate action shapes how his companies develop products and operate under pressure. She said there is no deadline for projects or shipments, only “now,” which pushes teams toward first-principles thinking about essential objectives. Yaccarino, who led X from 2023 until 2025 and previously oversaw about $13 billion in annual NBC advertising revenue, said she joined because Musk was “singular in his ability” to transform public conversation. The article also recalls biographer Walter Isaacson’s January 2025 account of Musk’s “demon mode,” which can speed projects but burn out staff, and Andrej Karpathy’s March 2024 description of Musk’s preference for small, highly technical teams with little middle management.
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