Begun, the Aggregator Wars Have · Stratechery
Business, Finance & Industries · Sep 25, 2026
Amazon’s blocking of Meta’s Muse agent reflects a struggle over who controls AI-driven shopping discovery and advertising revenue. The episode suggests that agents need alternative retailers and physical fulfillment networks to challenge incumbent marketplaces, increasing the strategic value of logistics infrastructure.
Begun, the Aggregator Wars Have · Stratechery
Science, Technology & Innovation · Sep 25, 2026
AI-frontier pacing is strategically ambiguous: slower deployment may improve safety, but it can also help leading labs absorb and commercialize existing capabilities, meaning competitive pressures may prevent any single lab from slowing unilaterally.
Begun, the Aggregator Wars Have · Stratechery
Business, Finance & Industries · Sep 25, 2026
GM restored Apple CarPlay after customer and dealer backlash, showing that attempts to replace an established platform for proprietary data can fail when switching costs and channel-partner resistance outweigh the benefits of control.