Stratechery
@stratechery

Articles and Updates from stratechery.com. For the author, follow @benthompson.

stratechery.com
Joined March 2013
1 Photos and videos
2026.39: Begun, the Aggregator Wars Have The best Stratechery content from the week of September 21, 2026, including Meta vs. Amazon, GM bending the knee to CarPlay, and profiling the profiler. stratechery.com/2026/begun-t…

2026.39: Begun, the Aggregator Wars Have

The best Stratechery content from the week of September 21, 2026, including Meta vs. Amazon, GM bending the knee to CarPlay, and profiling the profiler.

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9-24-2026 ($) An Interview with Colossus EIC Jeremy Stern About Profiling Mark Zuckerberg stratechery.com/2026/an-inte…

An Interview with Colossus EIC Jeremy Stern About Profiling Mark Zuckerberg

An interview with Colossus EIC Jeremy Stern about profiling Mark Zuckerberg and other prominent tech figures.

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9-23-2026 ($) •More on Muse, Amazon, and Walmart •Muse and Expedia •Whither Google? stratechery.com/2026/more-on…

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?

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9-22-2026 ($) •Amazon Blocks Muse •Amazon’s Moat •Aggregator v Aggregator stratechery.com/2026/amazon-…

Amazon Blocks Muse, Amazon’s Moat, Aggregator v Aggregator

Amazon predictably blocked Muse, but there is room for a deal based on the reality that Amazon’s physical world investments are an AI moat.

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Frontier Overhangs Pacing the frontier may be sincere, but it would also be strategically useful for the frontier labs to have time to reduce overhangs caused by model advancement. stratechery.com/2026/frontie…

Frontier Overhangs

Pacing the frontier may be sincere, but it would also be strategically useful for the frontier labs to have time to reduce overhangs caused by model advancement.

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2026.38: Doomforce The best Stratechery content from the week of September 14, 2026, including the view from anywhere but San Francisco, the limited potential for a pacing deal, and the Salesforce zag. stratechery.com/2026/doomfor…

2026.38: Doomforce

The best Stratechery content from the week of September 14, 2026, including the view from anywhere but San Francisco, the limited potential for a pacing deal, and the Salesforce zag.

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9-17-2026 ($) An Interview with Joanna Stern About the iPhone Duo and AI for Normal People stratechery.com/2026/an-inte…

An Interview with Joanna Stern About the iPhone Duo and AI for Normal People

An Interview with Joanna Stern About the iPhone Duo and AI for Normal People

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9-16-2026 ($) •Salesforce AI Force •Agents as UI •The Race to Headless stratechery.com/2026/salesfo…

Salesforce AI Force, Agents as UI, The Race to Headless

Salesforce is abandoning UI as a moat, which is a very smart move because it’s disappearing for everyone.

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9-15-2026 ($) •OpenAI Ads •Amazon Ads in ChatGPT •Walmart to Accept Apple Pay stratechery.com/2026/openai-…

OpenAI Ads, Amazon Ads in ChatGPT, Walmart to Accept Apple Pay

ChatGPT ads are working, and solve Amazon’s biggest problem with chatbots. Then, Walmart finally gives in to Apple Pay, because fighting the status quo is hard.

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9-14-2026 ($) •Pacing the Frontier •AI’s Digital Limits •AI Commissars stratechery.com/2026/pacing-…

Pacing the Frontier, AI’s Digital Limits, AI Commissars

Dario Amodei wants to pace the frontier; it’s an unrealistic proposal that seems mostly geared to political control of AI.

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2026.37: Duo Threats The best Stratechery content from the week of September 7, 2026, including the arrival of the Duo, AI that benefits humanity, and closing the book on a catastrophe. stratechery.com/2026/duo-thr…

2026.37: Duo Threats

The best Stratechery content from the week of September 7, 2026, including the arrival of the Duo, AI that benefits humanity, and closing the book on a catastrophe.

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9-10-2026 ($) •The iPhone Duo •The Intelligent Personal Hub •Apple Watch Audio Intelligence stratechery.com/2026/the-iph…

The iPhone Duo, The Intelligent Personal Hub, Apple Watch Audio Intelligence

Apple once again demonstrated the power of integrating hardware and software, but it’s biggest AI blindspot might be its belief in the primacy of apps.

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9-9-2026 ($) •OpenAI Does Math •Reward-Hacking •Meta Launches Personal Agent stratechery.com/2026/openai-…

OpenAI Does Math, Reward-Hacking, Meta Launches Personal Agent

OpenAI solving one of the most famous math problems is extremely impressive, and of little impact to most people’s lives; Meta’s Muse agent launch has the potential to be the exact oppo…

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Write Things Down Writing things down is powerful, for humans and for AI; what comes first, however, is what to write, why to do it, and actually getting things done. stratechery.com/2026/write-t…

Write Things Down

Writing things down is powerful, for humans and for AI; what comes first, however, is what to write, why to do it, and actually getting things done.

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2026.36: Friction and Feedback The best Stratechery content from the week of August 31, 2026, including the market speaking, Apple finding religion, and society losing friction. stratechery.com/2026/frictio…

2026.36: Friction and Feedback

The best Stratechery content from the week of August 31, 2026, including the market speaking, Apple finding religion, and society losing friction.

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9-4-2026 An Interview with OpenAI President Greg Brockman About Astra and Alignment stratechery.com/2026/an-inte…

An Interview with OpenAI President Greg Brockman About Astra and Alignment

An interview with OpenAI President and Co-Founder Greg Brockman about the history of OpenAI, Astra and alignment, and the weight of building the future.

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9-2-2026 ($) •Fable 5.1 •Enterprise Frontier Safeguards stratechery.com/2026/fable-5…

Fable 5.1, Enterprise Frontier Safeguards

Fable 5.1 is out, and the hated Fable data retention policy is not just being altered, but entirely removed in the meantime. Plus, why increased caching is a win-win.

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9-1-2026 ($) •Nvidia Earnings •Dollars Per Gigawatt •Open and Hugging Face stratechery.com/2026/nvidia-…

Nvidia Earnings, Dollars Per Gigawatt, Open and Hugging Face

Nvidia’s earnings were remarking and boring — two sides of the same coin. Everything the company does is about avoiding a consolidated world.

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8-31-2026 ($) •Meta Settles •A Framework For Regulating Content •The Rest of Big Tech stratechery.com/2026/meta-se…

Meta Settles, A Framework For Regulating Content, The Rest of Big Tech

Meta’s settlement makes sense for all parties, but the entire sage highlights why any solution to regulating technology feels off.

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8-26-2026 ($) •Apple Updates Mini and Studio •AI Computers •OpenAI Jalapeño stratechery.com/2026/apple-u…

Apple Updates Mini and Studio, AI Computers, OpenAI Jalapeño

Apple and OpenAI have two completely different hardware announcements; both represent pressure on Nvidia.

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