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Stratechery by Ben Thompson

On the business, strategy, and impact of technology.

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Apple and LG, The House For Everyone Else, Agent Standards and Amazon
October 7th, 2026•stratechery.com
Game Decompilation, Is This Legal?, A Well-Trodden Path
October 6th, 2026•stratechery.com
Apple and a Hacker’s Future
October 5th, 2026•stratechery.com
2026.40: Dots and Question Marks
October 2nd, 2026•stratechery.com
An Interview with Jason Del Rey About Muse, Amazon, and Walmart
October 1st, 2026•stratechery.com
OpenAI Dev Day, Dot and OpenAI’s Product Transition, Sign In With ChatGPT
September 30th, 2026•stratechery.com
One More Note on Agents, Meta Connect, Meta Enterprise Platform
September 29th, 2026•stratechery.com
Apps, Agents, and Aggregation
September 28th, 2026•stratechery.com
2026.39: Begun, the Aggregator Wars Have
September 25th, 2026•stratechery.com
An Interview with Colossus EIC Jeremy Stern About Profiling Mark Zuckerberg
September 24th, 2026•stratechery.com
More on Muse, Amazon, and Walmart; Muse and Expedia; Whither Google?
September 23rd, 2026•stratechery.com
Amazon Blocks Muse, Amazon’s Moat, Aggregator v Aggregator
September 22nd, 2026•stratechery.com
Frontier Overhangs
September 21st, 2026•stratechery.com
2026.38: Doomforce
September 18th, 2026•stratechery.com
An Interview with Joanna Stern About the iPhone Duo and AI for Normal People
September 17th, 2026•stratechery.com
Salesforce AI Force, Agents as UI, The Race to Headless
September 16th, 2026•stratechery.com
OpenAI Ads, Amazon Ads in ChatGPT, Walmart to Accept Apple Pay
September 15th, 2026•stratechery.com
Pacing the Frontier, AI’s Digital Limits, AI Commissars
September 14th, 2026•stratechery.com
2026.37: Duo Threats
September 11th, 2026•stratechery.com
The iPhone Duo, The Intelligent Personal Hub, Apple Watch Audio Intelligence
September 10th, 2026•stratechery.com