Intro

What’s gone wrong for Nike and why a deal with Amazon is likely the best way forward, the history of the U.S. military and Silicon Valley, and rationale for both sides of the Meta-Anduril partnership. At the end: Some corrections on Ukraine’s drone attack and more thoughts on the future of high-trust trade.

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Nike on Amazon; Nike’s Disastrous Pivot; Inevitability, Intentionality, and Amazon — Stratechery Update

Anduril + Meta, Silicon Valley and the Pentagon, Meta’s Motivations — Stratechery Update

An Interview with Michael Morton About E-Commerce Winners and Losers — Stratechery Interview

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