2026.02: AI Power, Now and In 100 Years
The best Stratechery content from the week of January 5, 2026, including whether AI will replace humans, the future of power generation, and what China thinks of what happened in Caracas
Analysis of technology and media strategy from Ben Thompson.
The best Stratechery content from the week of January 5, 2026, including whether AI will replace humans, the future of power generation, and what China thinks of what happened in Caracas
The first live sporting event was broadcast in the Vision Pro, and it's a big disappointment. The experience could be amazing, but Apple actively ruins it
The deal to put Gemini at the heart of Siri is official, and it makes sense for both sides; then Google runs its classic playbook with Universal Commerce Protocol
Mark Zuckerberg announced Meta Compute, a bet that winning in AI means winning with infrastructure; this, however, means retreating from Reality Labs
An interview with United CEO Scott Kirby about how rebuilding United's technical infrastructure laid the foundation for transforming the airline