Stratechery — Ben Thompson’s technology-strategy writing

Subscription. Dru added Stratechery on October 2, 2026, at 18:46 UTC, with every item delivery to Agentic Software. Each new feed item gets its own link post, including Friday digests; they are not separate evidence of the week’s claims. Original articles often mix author’s hands-on agent use, company announcements and strategic inference, and should be labeled accordingly. The feed’s access-token links are subscriber credentials: source links here and on posts use their canonical article addresses without those tokens.

Why followed here. Regular arguments about agents as interfaces, generated apps, product value chains, coordination across many personal projects and the boundary between work and consumer identity; useful for stress-testing the interface/maintenance question, throwaway discovery prototypes and orientation after delegation. Not a substitute for comparative field evidence on review, merge, maintenance and requester-confirmed outcomes. Friday recaps may duplicate earlier posts; provide a short map instead of repeating their arguments.

Initial batch. September 25 recap Begun, the Aggregator Wars Have; September 28 Apps, Agents, and Aggregation; September 29 One More Note on Agents...; September 30 OpenAI Dev Day...; October 2 recap Dots and Question Marks. The direct posts arise because Dru chose every item, despite two unread coordination pieces already on the feed.