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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.
Nvidia's earnings were remarking and boring — two sides of the same coin. Everything the company does is about avoiding a consolidated world.
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
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
I didn’t realize being a venture investor would also mean becoming a full-time event planner.
QR codes are here. Barcodes should be very afraid.
An interview with Jason Del Rey about Amazon versus Meta, which is a continuation of the oldest battle in retail between Amazon and Walmart.
AI risk; Reindustrialization; The rent crisis; AI and jobs; Mass deportation; Chinese investment; Cyber risk
