The best Stratechery content from the week of November 3, 2025, including frothiness and the futrue, Amazon’s future in AI and groceries, and the US-China Trade Deal one week later.
An interview with Michael Morton about AI-driven e-commerce, and why this is both Amazon’s category to lose and a threat — ...
We are in an AI Bubble: the big question is if this bubble will worth it for the physical infrastructure and coordinated ...
Amazon says the constraint right now is power, not chips; it’s giving plenty of the latter to OpenAI. Then, Amazon solves ...
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