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Stratechery · October 15, 2026 · 00:23:58
(Preview) Apple Enters the Uncanny Valley, The SpaceX Play for Cellular, Q&A on The Ringer, Smartphones, AI Parenting
Ben Thompson and Andrew Sharp discuss the backlash to Apple's HomeView, anchored by a notably poor commercial, and debate whether the product category is needed and if Apple is the right company to build it. They also examine SpaceX's full-speed push into cellular coverage, carrier and airline hesitation, and the hurdles of competing with entrenched incumbents. Other topics include The Ringer's pivot toward a Substack-inspired publishing model, the maddening centrality of smartphones, Amazon's logistic moat, and a practical AI application for parenting that the hosts have found valuable.
This summary was generated from show notes and public descriptions, not from a full transcript review. Details may contain inaccuracies.
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