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; ...

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 ...

What does the most beautiful business model of all time look like? First, imagine that your supply is free. Second, imagine that your customers willfully compete against each other to raise your ...