Stratechery by Ben Thompson Follow More on Muse, Amazon, and Walmart; Muse and Expedia; Whither Google? Meta needs Walmart to wait out Amazon; Expedia seeks to keep its middleware position; meanwhile, where is Google? https://stratechery.com/2026/more-on-muse-amazon-and-walmart-muse-and-expedia-whither-google/ stratechery.com
