Stratechery (Ben Thompson)

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Stratechery (Ben Thompson) community 5mo ago

2026.18: Long-term, Peripheral & Myopic Visions

The best Stratechery content from the week of April 27, 2026, including Amazon and AI, the future of AR devices, and Beijing's myopia.

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Stratechery (Ben Thompson) community 5mo ago

Amazon Earnings, Trainium and Commodity Markets, Additional Amazon Notes

Amazon's earnings suggest that the shift away from training towards inference and agents means their bet on Trainium is paying off. Plus, additional notes on ads, agents, and sports rights.

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