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.
An interview with Daniel Gross and Nat Friedman about Stargate, DeepSeek, and where the margins and moats will come with models. An interview with Danial Gross and Nat Friedman about Apple’s ...
An interview with Danial Gross and Nat Friedman about Apple’s impressive WWDC keynote, whether or not we are in a bubble, and the future outlook for AI. An interview with Nat Friedman and Daniel Gross ...
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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