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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With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, and Asianometry podcasts.
Stratechery Update
Substantial analysis of the news of the day delivered via three weekly emails or podcasts.
Stratechery Interviews
Interviews with leading public CEOs, private company founders, and discussions with fellow analysts.
Dithering
A twice-weekly podcast from John Gruber and myself: 15 minutes an episode, not a minute less, not a minute more.
Sharp Tech
Andrew Sharp and myself discuss how technology works and the ways it impacts our lives.
Sharp China
A weekly podcast from Andrew Sharp and Sinocism’s Bill Bishop about understanding China and how China impacts the world.
Greatest Of All Talk
A twice-weekly podcast from Andrew Sharp and Ben Golliver about the NBA, life, and national parks.
Sharp Text
Sharp Text is an extension of GOAT, Sharp Tech and Sharp China, where Andrew writes about basketball, technology, and US-China relations with weekly posts.
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Stratechery is on vacation and will return Monday, August 3rd.
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June 1, 2021 Update: We are hoping to add native support for custom invoices to Passport; you can subscribe to Passport Updates to be notified when it is available.
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