Daily Update
Archive of Daily Emails for Stratechery Members
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IBM Misses, IBM’s Mainframe Moat, IBM’s Many AI Problems
IBM announced preliminary results that spooked the software market generally; this is a story, however, specifically about IBM and its mainframe franchise.
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The OpenAI Super App, ChatGPT = Codex, Whither Chat
OpenAI has refashioned Codex as the new ChatGPT; is the company abandoning the chat category they pioneered?
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Apple Sues OpenAI, Apple’s Real Problem
Apple is suing AI for stealing trade secrets; there is one guilty employee, but this mostly feels like lashing out.
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XBOX Cuts; Bundling and the Internet Solvent; Transaction, Coordination, and Sunk Costs
Microsoft’s Xbox division is conducting big layoffs, as the company deals with abject failure of its Game Pass strategy.
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An Interview with Figma CEO Dylan Field About Design and AI
An interview with Figma CEO Dylan Field about building Figma, and why he believes AI gives the company a tailwind.
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My Vibe Coding Adventure, The App and the Experience, Ten Takeaways
My experience and reflections on vibe coding an app that I plan on actually using regularly.
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Memory Chips and China, Microsoft and Chinese Models
The big three memory makers may come to regret opening up the door to Chinese memory makers; Microsoft, meanwhile, is very incentivized to use Chinese models.
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Apple Price Increases, Apple Intelligence and the E.U.
Apple is (finally) raising prices, but they’re not shipping Siri AI to the E.U.
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The State of Fable, The Jailbreak Problem, SpaceX Acquires Cursor
The administration is very likely wrong about Fable, but that is ultimately Anthropic’s responsibility.