
经历一周繁忙工作后,对有些人来说,理想的周六就是跟朋友们喝杯咖啡,四处逛逛,把辛苦赚来的钱花掉。购物可以是一种心理疗愈方式,就像电影《独领风骚》中雪儿·霍洛维茨理解的那样。但硅谷的看法截然不同,他们认为购物是琐事,最好交给AI处理。
上周二,Meta推出了个人智能助手Muse,成为最新加入AI购物热潮的科技巨头。该工具可分析用户多年社交活动从而了解偏好,搜索商品,生成确认订单并等待用户批准。亚马逊、谷歌、沃尔玛、迪士尼、Uber和OpenAI等公司都已推出AI个人购物助手,争夺从萌生购买想法,到实际付款下单这一价值日渐走高的链路。
刚开始Muse免费向美国成年人开放,可以代用户自主完成各项任务,包括给朋友发信息、规划晚间外出,选购度假服饰等。常规聊天机器人仅能提供产品建议或比价,Muse则能引导结算流程,向消费者展示总金额获得批准后,调用Stripe的Link服务完成支付。
行业急于实现购物自动化,消费者却并不愿意交出购物的主动权。部分消费者已经尝试在购物流程某些环节使用AI。路透社(Reuters)报道称,2025年假日季,AI助手和聊天机器人导流至零售网站的流量激增了693.4%。期间,线上假日消费总额创下2578亿美元的历史新高,同比增长6.8%。
不过,消费者接受AI介入购物的程度或许到此为止。Vogue Business一项调查显示,即便AI助手完全了解偏好和消费记录,也只有31%的受访者愿意将购物全权交给AI。仅有24%的人信任AI聊天机器人生成的推荐和总结;72%的人表示不会分享银行卡信息,46%的人不愿提供浏览记录,40%的人拒绝提供位置数据。
超过一半的受访者从未使用AI选购时尚或美妆产品,仅2%的人认为AI能持续理解自己的个人风格。相比让AI直接下单,消费者更倾向于将AI当成辅助工具。一些人担心,购物过于自动化会导致失去对支出的控制。毕竟,让AI帮忙找最便宜的电视,和让AI代为挑选并决定买哪一台,完全是两码事。
Meta的数据优势伴随着隐私隐患
购物之所以具有私密性,不仅因为人们享受购物的过程,更是因为浏览、消费欲望和最终的购买选择,都能反映一个人的特质。
多数消费者似乎更希望用AI找折扣,或是缩小选择范围,而不是让AI自主挑选商品并直接花钱。不过,Meta掌握着用户多年来观看、关注、收藏和分享的内容,不仅能预判消费者可能会买什么,还能深刻了解用户。
Meta称,Muse能记住用户分享过的信息,将Instagram上收藏的食谱短视频转化为购物清单。这种记忆能力或许能让Muse变成异常敏锐的购物助手,前提是获取大量高度私人的信息。Meta表示,用户可以选择允许Muse连接哪些应用以及获取多少权限,可以随时解除服务绑定,还可以选择不让交互数据用于训练AI模型。该公司还强调,Muse的对话和数据不会与广告系统共享。
这些保障措施必须得先过一关,因为Meta曾因收集和使用个人信息长期受到抵制。2019年,Meta因Facebook涉嫌侵犯用户隐私,被美国联邦贸易委员会开出创纪录的50亿美元罚单。如今,Muse要求消费者向Meta开放更多个人信息,以换取更精准的推荐。Muse了解得越多,功能就越强大,但要让用户信任Meta凭借个人数据代替自己下单,门槛显然高得多。
马克·扎克伯格希望斥巨资推动Meta重返AI赛道前沿,对他来说Muse相当于一次大考。上一代模型Llama 4广受差评后,Meta斥资143亿美元收购了Scale AI 公司49%的股份,聘请其联合创始人亚历山大・王担任首席AI官,还承诺向AI基础设施投入数千亿美元。Muse依托Muse Spark模型运行,借此重返AI竞赛,但未能持续超越OpenAI、Anthropic和谷歌的模型。
将Muse部署在Meta社交帝国中,这笔投资也得以直接渗透消费者的日常生活,甚至可能直达掏钱包的瞬间。不过Meta能将另一款AI产品呈现在数十亿人面前,并不意味着人们真的想用。
当然,并非只有Meta一家杀入了购物领域。今年5月,亚马逊推出Alexa购物功能;6月,迪士尼开始在商店应用中测试对话式AI个人购物助手;Uber Eats购物车助手可将输入的提示词或手写清单照片,结合历史订单自动生成购物车。万事达卡(Mastercard)预测,到2030年,每10名消费者中就有一人使用AI个人助手购买商品或服务。
要实现这一目标,科技公司可能需要认识到,购物并不一定是人们想要解决的问题。消费者或许喜欢让AI帮忙比较成千上万种商品,或是完成繁琐的杂货订单。但毫无计划地闲逛、偶然发现意想不到的好物,以及亲自做选择,可能是人们想要保留的体验。AI购物竞赛的最终赢家,或许将是真正懂得用户何时希望AI接管,何时只想让AI搭把手的公司。(财富中文网)
译者:梁宇
审校:夏林
经历一周繁忙工作后,对有些人来说,理想的周六就是跟朋友们喝杯咖啡,四处逛逛,把辛苦赚来的钱花掉。购物可以是一种心理疗愈方式,就像电影《独领风骚》中雪儿·霍洛维茨理解的那样。但硅谷的看法截然不同,他们认为购物是琐事,最好交给AI处理。
上周二,Meta推出了个人智能助手Muse,成为最新加入AI购物热潮的科技巨头。该工具可分析用户多年社交活动从而了解偏好,搜索商品,生成确认订单并等待用户批准。亚马逊、谷歌、沃尔玛、迪士尼、Uber和OpenAI等公司都已推出AI个人购物助手,争夺从萌生购买想法,到实际付款下单这一价值日渐走高的链路。
刚开始Muse免费向美国成年人开放,可以代用户自主完成各项任务,包括给朋友发信息、规划晚间外出,选购度假服饰等。常规聊天机器人仅能提供产品建议或比价,Muse则能引导结算流程,向消费者展示总金额获得批准后,调用Stripe的Link服务完成支付。
行业急于实现购物自动化,消费者却并不愿意交出购物的主动权。部分消费者已经尝试在购物流程某些环节使用AI。路透社(Reuters)报道称,2025年假日季,AI助手和聊天机器人导流至零售网站的流量激增了693.4%。期间,线上假日消费总额创下2578亿美元的历史新高,同比增长6.8%。
不过,消费者接受AI介入购物的程度或许到此为止。Vogue Business一项调查显示,即便AI助手完全了解偏好和消费记录,也只有31%的受访者愿意将购物全权交给AI。仅有24%的人信任AI聊天机器人生成的推荐和总结;72%的人表示不会分享银行卡信息,46%的人不愿提供浏览记录,40%的人拒绝提供位置数据。
超过一半的受访者从未使用AI选购时尚或美妆产品,仅2%的人认为AI能持续理解自己的个人风格。相比让AI直接下单,消费者更倾向于将AI当成辅助工具。一些人担心,购物过于自动化会导致失去对支出的控制。毕竟,让AI帮忙找最便宜的电视,和让AI代为挑选并决定买哪一台,完全是两码事。
Meta的数据优势伴随着隐私隐患
购物之所以具有私密性,不仅因为人们享受购物的过程,更是因为浏览、消费欲望和最终的购买选择,都能反映一个人的特质。
多数消费者似乎更希望用AI找折扣,或是缩小选择范围,而不是让AI自主挑选商品并直接花钱。不过,Meta掌握着用户多年来观看、关注、收藏和分享的内容,不仅能预判消费者可能会买什么,还能深刻了解用户。
Meta称,Muse能记住用户分享过的信息,将Instagram上收藏的食谱短视频转化为购物清单。这种记忆能力或许能让Muse变成异常敏锐的购物助手,前提是获取大量高度私人的信息。Meta表示,用户可以选择允许Muse连接哪些应用以及获取多少权限,可以随时解除服务绑定,还可以选择不让交互数据用于训练AI模型。该公司还强调,Muse的对话和数据不会与广告系统共享。
这些保障措施必须得先过一关,因为Meta曾因收集和使用个人信息长期受到抵制。2019年,Meta因Facebook涉嫌侵犯用户隐私,被美国联邦贸易委员会开出创纪录的50亿美元罚单。如今,Muse要求消费者向Meta开放更多个人信息,以换取更精准的推荐。Muse了解得越多,功能就越强大,但要让用户信任Meta凭借个人数据代替自己下单,门槛显然高得多。
马克·扎克伯格希望斥巨资推动Meta重返AI赛道前沿,对他来说Muse相当于一次大考。上一代模型Llama 4广受差评后,Meta斥资143亿美元收购了Scale AI 公司49%的股份,聘请其联合创始人亚历山大・王担任首席AI官,还承诺向AI基础设施投入数千亿美元。Muse依托Muse Spark模型运行,借此重返AI竞赛,但未能持续超越OpenAI、Anthropic和谷歌的模型。
将Muse部署在Meta社交帝国中,这笔投资也得以直接渗透消费者的日常生活,甚至可能直达掏钱包的瞬间。不过Meta能将另一款AI产品呈现在数十亿人面前,并不意味着人们真的想用。
当然,并非只有Meta一家杀入了购物领域。今年5月,亚马逊推出Alexa购物功能;6月,迪士尼开始在商店应用中测试对话式AI个人购物助手;Uber Eats购物车助手可将输入的提示词或手写清单照片,结合历史订单自动生成购物车。万事达卡(Mastercard)预测,到2030年,每10名消费者中就有一人使用AI个人助手购买商品或服务。
要实现这一目标,科技公司可能需要认识到,购物并不一定是人们想要解决的问题。消费者或许喜欢让AI帮忙比较成千上万种商品,或是完成繁琐的杂货订单。但毫无计划地闲逛、偶然发现意想不到的好物,以及亲自做选择,可能是人们想要保留的体验。AI购物竞赛的最终赢家,或许将是真正懂得用户何时希望AI接管,何时只想让AI搭把手的公司。(财富中文网)
译者:梁宇
审校:夏林
After a long week at work, the perfect Saturday for some people involves grabbing coffee with friends and walking around, spending the hard-earned money they toiled all week to earn. Shopping can be a form of therapy—it’s something even Cher Horowitz understood in Clueless. But Silicon Valley has a different idea: Shopping is a chore best handed to artificial intelligence.
On Tuesday, Meta became the latest tech giant to join the AI shopping rush, with Muse: a personal agent that can use years of social activity to understand a consumer’s taste, search for products, navigate checkout, and prepare a purchase for final approval. It joins a rapidly expanding crowd of AI personal shoppers from Amazon, Google, Walmart, Disney, Uber, and OpenAI, all competing to control the increasingly valuable journey between wanting something and paying for it.
Muse, which will initially roll out to U.S. adults for free, can act autonomously on a user’s behalf to complete tasks, ranging from messaging friends and planning a night out to shopping for a vacation outfit. Unlike a conventional chatbot that suggests products or compares prices, Muse can navigate checkout and pay through Stripe’s Link service after presenting the total for the consumer to approve, according to Meta.
But the industry’s eagerness to automate shopping is running ahead of consumers’ willingness to actually surrender it. Some consumers are already embracing AI for parts of the shopping process: traffic from AI-powered assistants and chatbots to retail websites jumped 693.4% during the 2025 holiday season, according to Reuters. Online holiday spending reached a record of $257.8 billion during the period, up 6.8% from the previous year.
However, that may be the extent of how much consumers want AI in their shopping cart. Only 31% of respondents to a Vogue Business survey said they would outsource shopping to an AI agent, even if it understood their taste and purchase history. Just 24% trusted recommendations and summaries produced by AI chatbots, while 72% said they would not share card details, 46% would withhold their browsing history, and 40% would not provide location data.
More than half of the respondents had never used AI to shop for fashion or beauty, and only 2% said it consistently understood their personal style. Consumers were more receptive to using AI as an assistant than allowing it to become the buyer, with some worried that making purchases too automatic could cause them to lose control of their spending—and that’s because asking AI to find the cheapest TV is different than letting it pick and choose one for you.
Meta’s data advantage comes with privacy baggage
Shopping is personal not only because people enjoy doing it, but because what they browse, want, and ultimately buy can say a lot about who they are.
Most shoppers appear more interested in using AI to find deals or narrow their options than allowing agents to choose products and spend their money. Meta, however, has access to years of information about what people watch, follow, save, and share—giving it a window into not only what consumers might buy, but who they are.
Muse can remember information a user shared once and turn a recipe reel saved on Instagram into a grocery list, according to Meta. The memory could make Muse an unusually perceptive shopper, but it requires access to increasingly personal information. Meta says users choose which apps Muse can connect to and how much access it receives, can disconnect services at any time, and can opt out of having their interactions used to train its AI models. The company also says Muse conversations and data will not be shared with its advertising systems.
Those safeguards must overcome Meta’s long history of backlash over how it collects and uses personal information, including a record $5 billion Federal Trade Commission penalty in 2019 over allegations that Facebook violated users’ privacy. Muse is now asking consumers to grant Meta access to even more personal information in exchange for better recommendations. The more Muse knows, the more useful it could become—but trusting Meta to turn personal data into purchases is a much bigger ask.
Muse also represents a consumer-facing test of CEO Mark Zuckerberg’s costly effort to put Meta back at the front of the AI race. After its previous model, Llama 4, was widely panned, Meta spent $14.3 billion for a 49% stake in Scale AI, hired its cofounder Alexandr Wang as chief AI officer, and committed hundreds of billions of dollars to AI infrastructure. Muse runs on Muse Spark, which returned Meta to the race without consistently beating models from OpenAI, Anthropic, and Google.
Placing Muse across Meta’s social empire gives that investment a direct route into consumers’ everyday lives—and potentially the moment they open their wallets. But Meta’s ability to put another AI product in front of billions of people does not mean they want it there.
Regardless, Meta’s not the only one entering the shopping space. In May, Amazon introduced Alexa for Shopping, while Disney began testing a conversational AI personal shopping assistant inside its store app in June. Uber Eats’ Cart Assistant can turn a typed prompt or photograph of a handwritten list into a grocery cart informed by past orders. By 2030, Mastercard predicts one in 10 shoppers will use a personal AI agent to purchase products or services.
But getting there may require tech companies to recognize that shopping is not always a problem people want solved. Consumers may welcome help comparing thousands of products or finishing a tedious grocery order. Browsing without a plan, stumbling onto something unexpected, and choosing for themselves are the parts they may want to keep. The winner of the AI shopping race may be the company that understands when consumers want an agent to take over—and when they merely want someone to hold the bags.