2026.43: A New Era

The best Stratechery content from the week of October 19, 2026, including the best iPad but worst phone, SS Sarandos in a storm, and You Can See Everything

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10-23-2026 ($)

Sharp Tech on Video: Netflix Angst, the End of the Internet, and Meta’s VR Glasses

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10-22-2026 ($)

An Interview with Craig Moffett About SpaceX and Bubbles

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Presented by Stripe

Stratechery is now presented by Stripe. What that means for me, for you, and for the future of Stratechery content.

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10-21-2026 ($)

•Netflix Earnings
•Business or Franchise
•Disney's Deal

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•Muse Spark Open
•Meta + Apple
•Thin and Thick

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Do You Trust Apple?

Apple has a lot of trust in terms of delivering integrated products and preserving privacy; the real trust question is if you think Siri AI will justify investing more in their ecosystem.

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2026.42: Home At Last

The best Stratechery content from the week of October 12, 2026, including what Apple is doing, SpaceX's appetite, and the title, takes, and the Washington Wizards.

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14,647
10-15-2026

A Conversation With Ari Emanuel About Entertainment and AI

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10-14-2026 ($)

•Apple HomeView
•The New Apple TV
•The App Story

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15,244
10-13-2026 ($)

•SpaceX Buys More Spectrum
•Musk and Market Structure
•Distributed Cellular

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2026.41: It’s Not You, It’s Me

The best Stratechery content from the week of October 5, 2026, including drifting apart from Apple, Facebook complications, and the delightful absurdity of U.S.-China dynamics.

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13,709
10-8-2026 ($)

An Interview with Katie Harbath About Disrupting Politics at Facebook

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19,133
10-7-2026 ($)

•Apple and LG
•The House For Everyone Else
•Agent Standards and Amazon

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10-6-2026 ($)

•Game Decompilation
•Is This Legal?
•A Well-Trodden Path

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Apple and a Hacker's Future

I was happy for years in Apple's walled garden; with AI, however, their protections feel like limitations.

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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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30,434
10-1-2026 ($)

An Interview with Jason Del Rey About Muse, Amazon, and Walmart

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36,738
9-30-2026 ($)

•OpenAI Dev Day
•Dot and OpenAI's Product Transition
•Sign In With ChatGPT

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9-29-2026 ($)

•One More Note on Agents
•Meta Connect
•Meta Enterprise Platform

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40,544