Meta’s earnings were a bit disappointing; future promises about AI products were more disconcerting.

Stratechery is on vacation the week of July 27. There will be no Weekly Article or Updates. The next Update will be on Monday, August 3. Sharp Tech, and Greatest of All Talk will also ...

Netflix’s earnings were fine, and befitting a mature company whose most exciting days are likely behind them.

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; ...

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.

OpenAI accidentally hacked Hugging Face, but the takeaways are more encouraging than people realize. Everyone is worried about Chinese models, but the frontier labs will be fine; we need to enable ...

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

Stratechery is on vacation the week of July 27. There will be no Weekly Article or Updates. The next Update will be on Monday, August 3. Sharp Tech, and Greatest of All Talk will also return the week ...

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

Nvidia and the Future of Inference. ChatGPT arrived in November 2023, Nvidia became one of the most valuable companies on earth shortly thereafter, and practically every day since, analysts have been ...

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

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