Stratechery · 6 November 2026

Falling Leaves (and Stocks)

Stratechery

Weekly Stratechery bundle overview highlighting analysis of post-election AI regulation uncertainty, Google's earnings slowdown and AI monetization prospects, U.S.-China relations shifts, and Stripe data revealing SaaS revenue growth despite stock selloffs.

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Topics: AI (Horizontal) · Enterprise Software · Venture Capital & Startups

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