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2026.40: Dots and Question Marks
The best Stratechery content from the week of September 28, 2026, including Meta's focus, what OpenAI is doing, and Mao and NBA Media Day.
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The best Stratechery content from the week of September 28, 2026, including Meta's focus, what OpenAI is doing, and Mao and NBA Media Day.
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's Dev Day showcased a product that is, frankly, pretty confusing. However, there is more vision here than it might seem.
Meta has the chance to own the consumer agentic space; going for enterprise is a big mistake.
Agents are the ultimate Aggregators; they reveal apps as a means, not an ends, and providing them is tech's biggest prize.
That's the latest. There's nothing more you need to read right now.