Investor disappointment in Google is overwrought, while Search is showing some positive results from AI. Then, China is ...

I give my analysis of Apple’s Earnings, and then OpenAI Deep Research does the same, demonstrating the unbundling of substantiation from creation. Subscribe to Stratechery Plus for full access. With ...

Trump’s new tariffs take aim at the de minimis exception, which has undergirded Temu and Shein growth, and had knock-on ...