Stratechery by Ben Thompson
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On the business, strategy, and impact of technology.
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A Conversation With Ari Emanuel About Entertainment and AI
A conversation with Hollywood super-agent Ari Emanuel about his memoir, the impact of AI on Hollywood, and the power of a phone call.
Apple HomeView, The New Apple TV, The App Story
The Apple Homeview is official, and the question is how big is the addressable market for expensive devices based on subpar AI.
SpaceX Buys More Spectrum, Musk and Market Structure, Distributed Cellular
SpaceX's mobile strategy is becoming clearly with its latest spectrum purchase, and it might work.
Personal Day
Personal Day — No Update
2026.41: It’s Not You, It’s Me
The best Stratechery content from the week of October 5, 2026, including drifting apart from Apple, Facebook complications, and the delightful absurdity of U.S.-China dynamics.
An Interview with Katie Harbath About Disrupting Politics at Facebook
An interview with former Facebook Head of Global Elections Katie Harbath about her new book Disrupting Politics, and how things change for the company in the 2010s.
Apple and LG, The House For Everyone Else, Agent Standards and Amazon
Apple is taking a smarter approach to the home than I expected, leaning into integration (with partners); then, what Amazon should do about agents.
Game Decompilation, Is This Legal?, A Well-Trodden Path
Games are being decompiled, but the real risk to gaming is new games and increased personalization.
Apple and a Hacker’s Future
I was happy for years in Apple's walled garden; with AI, however, their protections feel like limitations.
2026.40: Dots and Question Marks
The best Stratechery content from the week of September 28, 2026, including Meta's focus, what OpenAI is doing, and Mao and NBA Media Day.
An Interview with Jason Del Rey About Muse, Amazon, and Walmart
An interview with Jason Del Rey about Amazon versus Meta, which is a continuation of the oldest battle in retail between Amazon and Walmart.
OpenAI Dev Day, Dot and OpenAI’s Product Transition, Sign In With ChatGPT
OpenAI's Dev Day showcased a product that is, frankly, pretty confusing. However, there is more vision here than it might seem.
One More Note on Agents, Meta Connect, Meta Enterprise Platform
Meta has the chance to own the consumer agentic space; going for enterprise is a big mistake.
Apps, Agents, and Aggregation
Agents are the ultimate Aggregators; they reveal apps as a means, not an ends, and providing them is tech's biggest prize.
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.
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.
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?
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.
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.
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.