IBM – Page 3 – Stratechery by Ben Thompson

SideCar’s “Innovation”, Facebook Stadium and Twitter’s Conundrum, Tidbits

Thursday, January 21, 2016

SideCar feels that Uber was unfair, but the truth is the company didn’t understand that product matters more than technical expertise. Plus, why Twitter doesn’t have an natural acquirers, and several other tidbits from this week.

The State of Consumer Technology at the End of 2014

Tuesday, December 16, 2014

While the modern computing era in many respects began with the IBM System/360 mainframe and further expanded with the minicomputer, normal consumers didn’t start encountering computers until the personal computer. And, while mainframes are technically still around (while minicomputers are decidedly not), what is unique about the PC is that it is very much still a…

Peak Google

Wednesday, October 22, 2014

Despite the hype about disruption, the truth is most tech giants, particularly platform providers, are not so much displaced as they are eclipsed. IBM, for example, has been successfully selling and servicing mainframes for going on 50 years (although they are now in serious trouble (members-only)). During the PC era, though, they were eclipsed by Microsoft.…

Daily Update: The Disruption of IBM, An Alternate View of IBM’s 2015 Profit Goal, IBM Sells Fabs to GlobalFoundries

Wednesday, October 22, 2014

IBM was turned around once, but the turning around made the company ripe for disruption by cloud computing.

Big Blue and Apple’s Soul

Wednesday, July 23, 2014

I hope you’ll forgive my writing about week-old news,1 but I find it striking to compare the paucity of words written about Apple’s partnership with IBM, at least relative to what was written when Apple acquired Beats. After all, the IBM partnership is a much bigger deal. It certainly seems that Tim Cook feels the same.…

Daily Update: Facebook Changes Privacy Policy, Microsoft Channel Partners to Sell Azure, The Problem with IBM

Friday, May 23, 2014

Open Letters and Weights

Open Letters and Weights

Emergency Pod: LeBron to the Sixers??? LeBron to the Sixers.

(Preview) An OpenAI Model Escapes Sandboxing, Intelligence Will Be a Commodity Market, The Chinese Model Conundrum

OpenAI Hacks Hugging Face, What Happened, Alignment and Paper Clips

Netflix Earnings, Is Netflix Washed?, Additional Notes

IBM Misses, IBM’s Mainframe Moat, IBM’s Many AI Problems

Open Letters and Weights

Emergency Pod: LeBron to the Sixers??? LeBron to the Sixers.

(Preview) An OpenAI Model Escapes Sandboxing, Intelligence Will Be a Commodity Market, The Chinese Model Conundrum

An Interview with Figma CEO Dylan Field About Design and AI

An Interview with Michael Morton About E-Commerce in the Age of AI

An Interview with Ben Bajarin About Apple, AI, and Compute