United
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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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Amazon Buys Globalstar, Delta to Add Leo, The Apple Angle
Amazon’s Globalstar acquisition is being framed as Amazon versus SpaceX, but I think the real story is about Apple.
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An Interview with United CEO Scott Kirby About Tech Transformation
An interview with United CEO Scott Kirby about how rebuilding United’s technical infrastructure laid the foundation for transforming the airline.