Stratechery: Apple's Integration-First Home Play and What Amazon Should Do About Agents
Stratechery · rss · 2026-10-07
This Stratechery issue covers two analyses:
- Apple and LG, The House For Everyone Else: Apple is taking a smarter approach to the smart home than expected — leaning into integration with partners like LG rather than building a closed ecosystem, positioning itself as "the house for everyone else"
- Agent Standards and Amazon: on emerging agent standards and what strategic moves Amazon should make in response to the AI agent wave
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