Alphabet Inc. is a Strong Buy amidst AI competition. Learn about its unique AI strengths, data moat, and undervalued market ...

The best Stratechery content from the week of July 14, 2025, including the economic future of the web, Greatest of All Talk in Las Vegas, and how we cool computers.

Data graph platform Apollo GraphQL co-founder and Chief Technology Officer Matt DeBergalis is moving up to CEO, succeeding co ...