Analysis of technology and media strategy from Ben Thompson.
Meta has the chance to own the consumer agentic space; going for enterprise is a big mistake
Agents are the ultimate Aggregators; they reveal apps as a means, not an ends, and providing them is tech's biggest prize
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 and other prominent tech figures
Meta needs Walmart to wait out Amazon; Expedia seeks to keep its middleware position; meanwhile, where is Google?
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
An Interview with Joanna Stern About the iPhone Duo and AI for Normal People
Salesforce is abandoning UI as a moat, which is a very smart move because it's disappearing for everyone
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
Dario Amodei wants to pace the frontier; it's an unrealistic proposal that seems mostly geared to political control of AI
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
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