IBM announced preliminary results that spooked the software market generally; this is a story, however, specifically about IBM and its mainframe franchise.
Meta CEO Mark Zuckerberg. Good afternoon everyone, and welcome to Meta Platforms’ Second Quarter 2026 Earnings Conference Call. Our remarks today will include forward-looking statements, which are ...
Microsoft’s Xbox division is conducting big layoffs, as the company deals with abject failure of its Game Pass strategy.
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.
IBM announced preliminary results that spooked the software market generally; this is a story, however, specifically about IBM and its mainframe franchise.
IBM announced preliminary results that spooked the software market generally; this is a story, however, specifically about IBM and its mainframe franchise.
Microsoft’s Xbox division is conducting big layoffs, as the company deals with abject failure of its Game Pass strategy.
Microsoft’s Xbox division is conducting big layoffs, as the company deals with abject failure of its Game Pass strategy. An interview with Figma CEO Dylan Field about building Figma, and why he ...
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. The market hates ...
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.
Pretend, if you can, that the last week didn’t happen (a tall order for the Stratechery demographic, I know), and imagine another scenario: China invades Taiwan. What happens then? I’m not a military ...
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.
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