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.
Welcome to This Week in Stratechery! Each week, we provide an overview of content in the Stratechery bundle, with free highlighted links for all subscribers. If you prefer not to receive these emails, please uncheck the box in your delivery settings. Here are a few of our key takeaways this week:
Can Meta Focus? It's challenging to determine if the next computing paradigm has been achieved, but it's possible that everyone will eventually use agents. These agents, when adopted, could have a significant impact on value chains. Muse, in particular, could be the most valuable product in the world by aggregating Aggregators.
Meta recently announced a new Meta Enterprise Platform, which seems to distract from the most significant opportunity in consumer technology. This move seems risky, as it's unclear who the target customer is. As a technical enthusiast and AI analyst, I believe this announcement will not yield the desired results.
On the other hand, OpenAI had a Dev Day that showcased a product that appears confusing but holds potential. There is more vision behind the product than it might initially seem. Additionally, an interview with Jason Del Rey provided insights into the ongoing battle between Amazon and Walmart in the retail sector.
As we move forward, it's essential to recognize the importance of branding and our collective understanding of technological advancements. The world continues to change at an unprecedented pace, and we must adapt accordingly.
Written by urgent.news from Stratechery's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
