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OpenAI Ads, Amazon Ads in ChatGPT, Walmart to Accept Apple Pay
ChatGPT ads are working, and solve Amazon's biggest problem with chatbots. Then, Walmart finally gives in to Apple Pay, because fighting the status quo is hard.
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Stratechery by Ben Thompson
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View allOpenAI Ads, Amazon Ads in ChatGPT, Walmart to Accept Apple PayStratechery by Ben Thompson · 4h agoPacing the Frontier, AI’s Digital Limits, AI CommissarsStratechery by Ben Thompson · 1d ago2026.37: Duo ThreatsStratechery by Ben Thompson · 3d agoThe iPhone Duo, The Intelligent Personal Hub, Apple Watch Audio IntelligenceStratechery by Ben Thompson · 5d agoOpenAI Does Math, Reward-Hacking, Meta Launches Personal AgentStratechery by Ben Thompson · 6d agoWrite Things DownStratechery by Ben Thompson · 7d ago
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Pacing the Frontier, AI’s Digital Limits, AI Commissars
Dario Amodei wants to pace the frontier; it's an unrealistic proposal that seems mostly geared to political control of AI.
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2026.37: Duo Threats
The best Stratechery content from the week of September 7, 2026, including the arrival of the Duo, AI that benefits humanity, and closing the book on a catastrophe.
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The iPhone Duo, The Intelligent Personal Hub, Apple Watch Audio Intelligence
Apple once again demonstrated the power of integrating hardware and software, but it's biggest AI blindspot might be its belief in the primacy of apps.
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OpenAI Does Math, Reward-Hacking, Meta Launches Personal Agent
OpenAI solving one of the most famous math problems is extremely impressive, and of little impact to most people's lives; Meta's Muse agent launch has the potential to be the exact opposite.
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Write Things Down
Writing things down is powerful, for humans and for AI; what comes first, however, is what to write, why to do it, and actually getting things done.
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2026.36: Friction and Feedback
The best Stratechery content from the week of August 31, 2026, including the market speaking, Apple finding religion, and society losing friction.
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An Interview with OpenAI President Greg Brockman About Astra and Alignment
An interview with OpenAI President and Co-Founder Greg Brockman about the history of OpenAI, Astra and alignment, and the weight of building the future.
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Fable 5.1, Enterprise Frontier Safeguards
Fable 5.1 is out, and the hated Fable data retention policy is not just being altered, but entirely removed in the meantime. Plus, why increased caching is a win-win.
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Nvidia Earnings, Dollars Per Gigawatt, Open and Hugging Face
Nvidia's earnings were remarking and boring — two sides of the same coin. Everything the company does is about avoiding a consolidated world.
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Meta Settles, A Framework For Regulating Content, The Rest of Big Tech
Meta's settlement makes sense for all parties, but the entire sage highlights why any solution to regulating technology feels off.
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2026.35: Internet Hype and Real World Change
The best Stratechery content from the week of August 24, 2026 including the breaker's advantage, the new battle for HDMI1, and how data center discourse ends.
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Apple Updates Mini and Studio, AI Computers, OpenAI Jalapeño
Apple and OpenAI have two completely different hardware announcements; both represent pressure on Nvidia.
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Netflix to Sell Streaming Services?, Streamers as Aggregators, Revisiting Roku
Netflix is considering selling other streaming services, and I think it's a good idea; it's also a let-down for Netflix's original goals and potential pivots.