Analysis of technology and media strategy from Ben Thompson.
The best Stratechery content from the week of July 13, 2026, including the end of the mainframe, the continuing adventures of OpenAI, and answering the question, "Is Netflix Washed?"
IBM announced preliminary results that spooked the software market generally; this is a story, however, specifically about IBM and its mainframe franchise
OpenAI has refashioned Codex as the new ChatGPT; is the company abandoning the chat category they pioneered?
Apple is suing AI for stealing trade secrets; there is one guilty employee, but this mostly feels like lashing out
The best Stratechery content from the week of July 6, 2026, including a word from Mark Zuckerberg*, pulling the plug on XBOX, and toilet talk
Microsoft's Xbox division is conducting big layoffs, as the company deals with abject failure of its Game Pass strategy
The batter for verifiable data is increasingly defining the AI race, from Meta to Grok to the frontier labs
A script for what Mark Zuckerberg should say on Meta's next earnings call
Stratechery is on summer break the week of June 29. There will be no Weekly Article or Updates. The next Update will be on Monday, July 6. Dithering, Sharp Tech, and Sharp China will also return the week of July 6. Greatest of All Talk and Asianometry will continue to publish. The full Stratechery posting schedule is here
The best Stratechery content from the week of June 22, 2026, including a vibe coding adventure, Apple in Europe, and a midsummer mailbag
An interview with Figma CEO Dylan Field about building Figma, and why he believes AI gives the company a tailwind
My experience and reflections on vibe coding an app that I plan on actually using regularly