Full Width 
Shortcuts 
Sign Up 
Log In 
Articles 
Reading List More from Stratechery by Ben Thompson
An interview with Jason Del Rey about Amazon versus Meta, which is a continuation of the oldest battle in retail between Amazon and Walmart.
Meta's earnings were a bit disappointing; future promises about AI products were more disconcerting.
A script for what Mark Zuckerberg should say on Meta's next earnings call.
The best Stratechery content from the week of April 27, 2026, including Amazon and AI, the future of AR devices, and Beijing's myopia.
More in startups
Calls for a new kind of slowdown were the talk of The Curve. PLUS: Slinking back to X
Figure out what you actually want. Find a game that's worth winning. Then be honest with yourself: are you going to be the person who wants it the most?
This week, the Wall Street Journal ran an alarming illustration of AI’s potential share of GDP that I’d argue did more to muddy the waters than actually telling anyone anything, mostly because its measurement, for whatever reason, covered 2025 to 2032, meaning that six out of
