Business Models – Stratechery by Ben Thompson

A Conversation With Ari Emanuel About Entertainment and AI

Thursday, October 15, 2026

A conversation with Hollywood super-agent Ari Emanuel about his memoir, the impact of AI on Hollywood, and the power of a phone call.

Apple and LG, The House For Everyone Else, Agent Standards and Amazon

Wednesday, October 7, 2026

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Apple is taking a smarter approach to the home than I expected, leaning into integration (with partners); then, what Amazon should do about agents.

An Interview with Jason Del Rey About Muse, Amazon, and Walmart

Thursday, October 1, 2026

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An interview with Jason Del Rey about Amazon versus Meta, which is a continuation of the oldest battle in retail between Amazon and Walmart.

OpenAI Dev Day, Dot and OpenAI’s Product Transition, Sign In With ChatGPT

Wednesday, September 30, 2026

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OpenAI’s Dev Day showcased a product that is, frankly, pretty confusing. However, there is more vision here than it might seem.

One More Note on Agents, Meta Connect, Meta Enterprise Platform

Tuesday, September 29, 2026

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Meta has the chance to own the consumer agentic space; going for enterprise is a big mistake.

Apps, Agents, and Aggregation

Monday, September 28, 2026

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Watch on YouTube

Agents are the ultimate Aggregators; they reveal apps as a means, not an ends, and providing them is tech’s biggest prize.

An Interview with Colossus EIC Jeremy Stern About Profiling Mark Zuckerberg

Thursday, September 24, 2026

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An interview with Colossus EIC Jeremy Stern about profiling Mark Zuckerberg and other prominent tech figures.

More on Muse, Amazon, and Walmart; Muse and Expedia; Whither Google?

Wednesday, September 23, 2026

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Meta needs Walmart to wait out Amazon; Expedia seeks to keep its middleware position; meanwhile, where is Google?

Amazon Blocks Muse, Amazon’s Moat, Aggregator v Aggregator

Tuesday, September 22, 2026

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Amazon predictably blocked Muse, but there is room for a deal based on the reality that Amazon’s physical world investments are an AI moat.

Salesforce AI Force, Agents as UI, The Race to Headless

Wednesday, September 16, 2026

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Salesforce is abandoning UI as a moat, which is a very smart move because it’s disappearing for everyone.

HomeView

HomeView

(Preview) Apple Enters the Uncanny Valley, The SpaceX Play for Cellular, Q&A on The Ringer, Smartphones, AI Parenting

Meanness and Claude

Apple HomeView, The New Apple TV, The App Story

SpaceX Buys More Spectrum, Musk and Market Structure, Distributed Cellular

HomeView

(Preview) Apple Enters the Uncanny Valley, The SpaceX Play for Cellular, Q&A on The Ringer, Smartphones, AI Parenting

Meanness and Claude

An Interview with Jason Del Rey About Muse, Amazon, and Walmart