An Interview with Jason Del Rey About Muse, Amazon, and Walmart
Thu 6:00am By Ben Thompson via RSSAn interview with Jason Del Rey about Amazon versus Meta, which is a continuation of the oldest…OpenAI Dev Day, Dot and OpenAI’s Product Transition, Sign In With ChatGPT
Wed 6:00am By Ben Thompson via RSS
OpenAI's Dev Day showcased a product that is, frankly, pretty confusing. However, there is more…One More Note on Agents, Meta Connect, Meta Enterprise Platform
Tue 6:00am By Ben Thompson via RSSMeta has the chance to own the consumer agentic space; going for enterprise is a big mistake.Apps, Agents, and Aggregation
Mon 6:25am By Ben Thompson via RSS
Agents are the ultimate Aggregators; they reveal apps as a means, not an ends, and providing them…2026.39: Begun, the Aggregator Wars Have
Sep 25, 2026, 1:00 pm By Ben Thompson via RSS
The best Stratechery content from the week of September 21, 2026, including Meta vs. Amazon, GM…An Interview with Colossus EIC Jeremy Stern About Profiling Mark Zuckerberg
Sep 24, 2026, 6:00 am By Ben Thompson via RSSAn interview with Colossus EIC Jeremy Stern about profiling Mark Zuckerberg and other prominent…More on Muse, Amazon, and Walmart; Muse and Expedia; Whither Google?
Sep 23, 2026, 6:00 am By Ben Thompson via RSS
Meta needs Walmart to wait out Amazon; Expedia seeks to keep its middleware position; meanwhile,…Amazon Blocks Muse, Amazon’s Moat, Aggregator v Aggregator
Sep 22, 2026, 6:00 am By Ben Thompson via RSSAmazon predictably blocked Muse, but there is room for a deal based on the reality that Amazon's…Frontier Overhangs
Sep 21, 2026, 6:00 am By Ben Thompson via RSS
Pacing the frontier may be sincere, but it would also be strategically useful for the frontier labs…2026.38: Doomforce
Sep 18, 2026, 1:00 pm By Ben Thompson via RSS
The best Stratechery content from the week of September 14, 2026, including the view from anywhere…
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