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

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 ...

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.

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.

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.

In last week’s interview with Stratechery, Microsoft CEO Satya Nadella explained why the company was open to partnering with Meta for VR: The way I come at it, Ben, is that I like to separate out, ...

Francis Fukuyama’s The End of History and the Last Man is, particularly relative to its prescience, one of the most misunderstood books of all time. Aris Roussinos explained at UnHerd: Now that ...

The keynote for Macworld Boston, August 6, 1997, was pretty bizarre by today’s standards. The first speaker was Colin Crawford, President and CEO of Mac Publications for IDG, who put on the conference ...