An interview with Michael Morton about e-commerce and AI, including the challenges of unfalsifiable bear cases, distribution versus referal models, grocery, and autonomous vehicles.
Already subscribed?
$15 / month or $150 / year
With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, and Asianometry podcasts.
Stratechery UpdateSubstantial analysis of the news of the day delivered via three weekly emails or podcasts.






