Amazon (AMZN) officially launched the dedicated website Alexa.com this Monday, opening up the functionality for some users to converse with the Alexa+ AI assistant via a web browser. This move marks Amazon’s entry into a more direct competitive stage against products like OpenAI’s ChatGPT.
Currently, the Alexa.com website is only available to Alexa+ users who have joined the early experience program. This new generation of AI assistant was launched last February, and users need to join a waitlist or purchase newer related devices to gain access. Amazon stated that the web version aims to allow users to interact with the assistant through different terminals. Previously, Alexa+ could only be used via mobile applications or certain Echo smart speakers.
Through Alexa.com, users can quickly access information, discuss complex topics, create content, plan trips, and receive learning assistance. Additionally, the chat window allows for direct management of smart home devices. The launch of the web version brings Amazon’s service access model closer to mainstream AI chat products from companies like OpenAI and Google, most of which support direct browser access.
With the success of generative AI products like ChatGPT and Google Gemini, Amazon faces significant competitive pressure, necessitating upgrades to its hardware and software products to adapt to industry changes. Since its release, Alexa+ has gradually expanded its availability, and the number of eligible users has now exceeded one million. The company had previously announced plans to launch the website last year, stating that it would go live within months.
Recent market attention on Amazon has centered on the recovery of its core businesses, including Amazon Web Services (AWS), AI-driven digital advertising, and more efficient e-commerce operations, which have reignited investor interest. Despite the competition, the company still needs to effectively translate its massive investments in AI and infrastructure into profit growth.
Currently, Amazon’s valuation and growth prospects are a key focus of market analysis. Although its stock price has experienced recent fluctuations, its three-year total shareholder return has been strong. Analysts point out that the company’s price-to-earnings ratio is higher than the industry average but slightly lower than some peers, indicating that the market has already assigned it a certain premium. Investors need to weigh its growth potential against valuation risks. Future development will largely depend on whether AWS can maintain its growth momentum and whether Amazon’s AI strategy can successfully deliver commercial value.