@stratechery

Articles and Updates from https://xitter.cf/t.co/A7bGqyJ7db. For the author, follow @benthompson.

stratechery.com
Joined March 2013
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Presented by Stripe Stratechery is now presented by Stripe. What that means for me, for you, and for the future of Stratechery content. stratechery.com/2026/present…

Presented by Stripe

Stratechery is now presented by Stripe. What that means for me, for you, and for the future of Stratechery content.

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10-21-2026 ($) •Netflix Earnings •Business or Franchise •Disney's Deal stratechery.com/2026/netflix…

Netflix Earnings, Business or Franchise, Disney’s Deal

Netflix has a solid business, which is exactly the problem: the company increasingly seems like a business and not a franchise, at least in terms of growth.

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10-20-2026 ($) •Muse Spark Open •Meta + Apple •Thin and Thick stratechery.com/2026/muse-sp…

Muse Spark Open, Meta + Apple, Thin and Thick

Meta has a new open source model, and to everyone’s surprise, they are are partnering with Apple to make sure you can run it locally.

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Do You Trust Apple? Apple has a lot of trust in terms of delivering integrated products and preserving privacy; the real trust question is if you think Siri AI will justify investing more in their ecosystem. stratechery.com/2026/do-you-…

Do You Trust Apple?

Apple has a lot of trust in terms of delivering integrated products and preserving privacy; the real trust question is if you think Siri AI will justify investing more in their ecosystem.

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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. stratechery.com/2026/home-at…

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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10-15-2026 A Conversation With Ari Emanuel About Entertainment and AI stratechery.com/2026/a-conve…

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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10-14-2026 ($) •Apple HomeView •The New Apple TV •The App Story stratechery.com/2026/apple-h…

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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10-13-2026 ($) •SpaceX Buys More Spectrum •Musk and Market Structure •Distributed Cellular stratechery.com/2026/spacex-…

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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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. stratechery.com/2026/its-not…

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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10-8-2026 ($) An Interview with Katie Harbath About Disrupting Politics at Facebook stratechery.com/2026/an-inte…

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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10-7-2026 ($) •Apple and LG •The House For Everyone Else •Agent Standards and Amazon stratechery.com/2026/apple-a…

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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10-6-2026 ($) •Game Decompilation •Is This Legal? •A Well-Trodden Path stratechery.com/2026/game-de…

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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Apple and a Hacker's Future I was happy for years in Apple's walled garden; with AI, however, their protections feel like limitations. stratechery.com/2026/apple-a…

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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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. stratechery.com/2026/dots-an…

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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10-1-2026 ($) An Interview with Jason Del Rey About Muse, Amazon, and Walmart stratechery.com/2026/an-inte…

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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9-30-2026 ($) •OpenAI Dev Day •Dot and OpenAI's Product Transition •Sign In With ChatGPT stratechery.com/2026/openai-…

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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9-29-2026 ($) •One More Note on Agents •Meta Connect •Meta Enterprise Platform stratechery.com/2026/one-mor…

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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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. stratechery.com/2026/apps-ag…

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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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. stratechery.com/2026/begun-t…

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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9-24-2026 ($) An Interview with Colossus EIC Jeremy Stern About Profiling Mark Zuckerberg stratechery.com/2026/an-inte…

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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