Recent articles
October 16, 2026
2026.42: Home At Last
The best Stratechery content from the week of October 12, 2026, including what Apple is doing, SpaceX's appetite, and the title, takes, and the Washington Wizards.
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October 15, 2026
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.
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October 14, 2026
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.
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October 13, 2026
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.
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October 12, 2026
Personal Day
Personal Day — No Update
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October 9, 2026
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.
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October 8, 2026
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.
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October 7, 2026
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.
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October 6, 2026
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.
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October 5, 2026
Apple and a Hacker’s Future
I was happy for years in Apple's walled garden; with AI, however, their protections feel like limitations.
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October 2, 2026
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.
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October 1, 2026
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.
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September 30, 2026
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.
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September 29, 2026
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.
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September 28, 2026
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.
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September 25, 2026
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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September 24, 2026
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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September 23, 2026
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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September 22, 2026
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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September 21, 2026
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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September 18, 2026
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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September 17, 2026
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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September 16, 2026
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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September 15, 2026
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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September 14, 2026
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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September 11, 2026
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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September 10, 2026
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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September 9, 2026
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 opposite.
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September 8, 2026
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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September 4, 2026
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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