2026.18: Long-term, Peripheral & Myopic Visions
Amazon is emerging as a key player in AI inference, highlighted by its Bedrock Managed Agents collaboration with OpenAI, while recent developments in AR hardware like Meta's Display glasses are reshaping perceptions of future computing devices. Meanwhile, Beijing's decision to block Meta's acquisition of the AI firm Manus illustrates the reactive nature of China's tech and geopolitical strategies. The week's analysis also covers Intel's AI-driven earnings, AWS's Trainium chip success, and broader reflections on AR, VR, and the limitations of long-term strategic narratives in tech and policy.
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This Week in Stratechery 2026.18: Long-term, Peripheral & Myopic Visions (Photo by Noah Berger/Getty Images for Amazon Web Services) Welcome back to This Week in Stratechery! As a reminder, each week, every Friday, we’re sending out this overview of content in the Stratechery bundle; highlighted links are free for everyone. Additionally, you have complete control over what we send to you. If you don’t want to receive This Week in Stratechery emails (there is no podcast), please uncheck the box in your delivery settings. On that note, here were a few of our favorites this week. Amazon and AI. When it comes to AI, every quarter seems to bring a new winner and loser. For my part, the company that I find increasingly compelling is Amazon.
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