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Title: Stratechery by Ben Thompson – On the business, strategy, and impact of technology.

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Welcome back to This Week in Stratechery!

As a reminder, each week, every Friday, we’re sending out this overview of content in the Stratechery bundle; highlighted links are free for everyone. Additionally, you have complete control over what we send to you. If you don’t want to receive This Week in Stratechery emails (ther...


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Good morning,

This week’s Stratechery Interview is with United CEO Scott Kirby. Kirby has had a remarkable career in the aviation industry. He was one of the chief architects of the industry’s consolidation in the earlier part of this century, and, over the last decad...


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Mark Zuckerberg announced Meta Compute, a bet that winning in AI means winning with infrastructure; this, however, means retreating from Reality Labs.


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The deal to put Gemini at the heart of Siri is official, and it makes sense for both sides; then Google runs its classic playbook with Universal Commerce Protocol.


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Dear Apple,

I was, given my interest in virtual and augmented reality, already primed to have a high degree of interest in the Vision Pro, but even so, I appreciate how you have gone out of your way to make sure I’m intrigued. You let me try the Vision Pro the day it was...


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