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

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 ...