A hub for independent voices and hard truths
Revenue beat is real, but leadership claim is forward pricing, not present proof Search growth is steady, not structurally re-accelerating from AI That matters because Search is still the profit core, not AI products Cloud is improving, but still smaller …
Nearly 90,000 phantom jobs per month go unexplained. What is happening here? The BLS just said the number of jobs reported for the 9 months ending December 2024 was likely overstated by ~800,000. This comes as the Quarterly Census of …
I think most Americans are under the impression the US accounts for the majority of Chinas exports Giving the US negotiating leverage The actual number is 14% It should be no surprise Xi is “very tough and hard to make …
It cannot be overstated how insane this negotiation strategy is Speed negotiating 6 nations at a time in rotating 1 week cycles until July 8th and then reciprocal tariffs hit if no deal Genuinely only something someone who had a …