Everyone is worried about Chinese models, but the frontier labs will be fine; we need to enable open U.S. alternatives.

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IBM announced preliminary results that spooked the software market generally; this is a story, however, specifically about IBM and its mainframe franchise.

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. A ...

Everyone is worried about Chinese models, but the frontier labs will be fine; we need to enable open U.S. alternatives. IBM announced preliminary results that spooked the software market generally; ...

Microsoft’s Xbox division is conducting big layoffs, as the company deals with abject failure of its Game Pass strategy.

The setting: Meta’s earnings call in early August, 2026. The speaker: Meta CEO Mark Zuckerberg. Good afternoon everyone, and welcome to Meta Platforms’ Second Quarter 2026 Earnings Conference Call.

Welcome back to This Week in Stratechery! As a reminder, each week, every Friday, we’re sending out this overview of content in the Stratechery bundle; highlighted links are free for everyone.

I’m sympathetic to the cynics who consistently characterize Anthropic’s public statements, particularly those surrounding their model releases, as scare-mongering for the sake of marketing. It was ...

Last week, at its annual Build developer conference, Microsoft put forth a vision for a new ecosystem of hardware devices under the banner of Project Solara: The concept — which isn’t entirely clear ...

Welcome back to This Week in Stratechery! As a reminder, each week, every Friday, we’re sending out this overview of content in the Stratechery bundle; highlighted links are free for everyone.

I don’t normally give away my interview subjects ahead of time, but I’m going to make an exception this week given the subject and the below Update. I am writing this in San Francisco where I ...