2026
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Another Viral AI Doomer Article, The Fundamental Error, DoorDash’s AI Advantages
Another AI doomer article has gone viral, and like many in the genre, it lacks an appreciation for dynamism and markets. Then, why DoorDash is going to be fine.
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2026.08: Losing in the Attention Economy
The best Stratechery content from the week of February 16, 2026, including asking what happened to video games, the NBA being a mess, for now, and Shopify and the future of e-commerce.
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Shopify Earnings, Shopify’s AI Advantages
Shopify is poised to be one of the biggest winners from AI; it would behoove investors to actually understand the businesses they are selling.
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Thin Is In
Thick clients were the dominant form of device throughout the PC and mobile era; in an AI world, however, thin clients make much more sense.
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2026.07: Aggregators and AI
The best Stratechery content from the week of February 9, 2026, including individualization at scale, CapEx explosions and distinctions, and the interviewer becoming the interviewee.
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Spotify Earnings, Individualized Networks, AI and Aggregation
Spotify’s nature as a content network means that AI is a sustaining technology, particularly because they have the right business model in place.