(Preview) Six Questions on Frontier AI Labs, Messaging AI to a Skeptical Public, Amazon (and Apple?) Ramps Up Competition with Elon

Ben and Andrew begin with six emails on AI, including a question about the future of AI consumer demand, Gemini’s quiet few months, whether compute constraints should lead to price hikes, and divergent approaches to AGI at Anthropic and OpenAI. From there: An extended answer to a question about AI messaging in the face of widespread skepticism, an Einstein AI thought experiment, and extended thoughts on Amazon’s acquisition of Globalstar, Apple’s role, and what Amazon wants from LEO satellites. At the end: Emails on Allbirds and pivots, the ZIRP/NBA cap spike analogy for displaced engineering talent, Evan Spiegel’s advice for Meta, and two notes on the news business.

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An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win — Stratechery Interview (stratechery.com/2026/an-interview-with-f1-driv…)

Mythos, Muse, and the Opportunity Cost of Compute — Stratechery (stratechery.com/2026/mythos-muse-and-the-oppor…)

TSMC Risk — Stratechery (stratechery.com/2026/tsmc-risk)

Amazon Buys Globalstar, Delta to Add Leo, The Apple Angle — Stratechery Update (stratechery.com/2026/amazon-buys-globalstar-de…)

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