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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.

Preview

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Apple HomeView backlash and uncanny valley
Apple's HomeView announcement sparked strong negative reaction, fueled by a poorly received commercial, raising doubts about the category's need and Apple's ability to deliver.
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SpaceX cellular push and carrier reluctance
SpaceX is aggressively developing cellular coverage, but some airlines and carriers are hesitant to partner, and the company faces substantial obstacles against incumbents.

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