Agents are the ultimate Aggregators; they reveal apps as a means, not an ends, and providing them is tech’s biggest prize.

The best Stratechery content from the week of September 21, 2026, including Meta vs. Amazon, GM bending the knee to CarPlay, and profiling the profiler.

Salesforce is abandoning UI as a moat, which is a very smart move because it’s disappearing for everyone.

With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, and Asianometry podcasts.

Amazon predictably blocked Muse, but there is room for a deal based on the reality that Amazon’s physical world investments are an AI moat.

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.

Dario Amodei wants to pace the frontier; it’s an unrealistic proposal that seems mostly geared to political control of AI. Subscribe to Stratechery Plus for full access. With Stratechery Plus you get ...

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. With Stratechery Plus you get access to ...

Amazon predictably blocked Muse, but there is room for a deal based on the reality that Amazon’s physical world investments are an AI moat.