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2026.45: Falling Leaves (and Stocks)
The best Stratechery content from the week of November 2, 2026, including AI on the ballot, a Google state of the union, and China.
科技战略与未来
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The best Stratechery content from the week of November 2, 2026, including AI on the ballot, a Google state of the union, and China.
科技战略与未来
The products aren't good enough to sell people on the costs. You cannot tell people that you have to listen to the whine of a data center in their backyard for AI overviews and some of the most hilarious deep fake slop in history. It's not worth it. It just isn't worth it to anyone. And agents aren't real and they might not be being used the way that...
LLM 实践与生态