Netflix’s earnings were fine, and befitting a mature company whose most exciting days are likely behind them.

IBM announced preliminary results that spooked the software market generally; this is a story, however, specifically about IBM and its mainframe franchise.

The story of the battle for semiconductors was the battle between Liang Mong Song of SMIC /Samsung vs Morris Chang of TSMC and the future of AI. Dwarkesh Patel talked with Dylan Patel and Jon Y of ...