2026.39: Begun, the Aggregator Wars Have
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.
In conclusion, the Aggregator Wars have commenced in earnest. Meta attempted to leverage Amazon's infrastructure to enhance its agent capabilities, but Amazon blocked Meta's new agent due to the lack of monetization potential. To counter this, Meta may seek assistance from Walmart, given Amazon's reliance on physical world investments as an AI moat.
Meanwhile, GM has returned to CarPlay after initially abandoning it, a decision widely criticized by customers and dealerships. Additionally, Jeremy Stern, the new Colossus EIC, shared insights from his interview with Mark Zuckerberg, providing a behind-the-scenes look at the Facebook founder.
Written by urgent.news from Stratechery's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
