The CapEx Train Keeps Rolling – Stratechery by Ben Thompson
· stratechery.com
The best Stratechery content from the week of August 10, 2026, including the capital constraint, AI writing, and a tale of two cities.
(Photo by Underwood Archives/Getty Images)
Welcome back to This Week in Stratechery!
As a reminder, each week, every Friday, we’re sending out this overview...