The elevation of John Ternus suggests that Apple’s future is about hardware differentiation; then, the SpaceX-Cursor deal makes a lot of sense.

It’s the nature of business that the eulogy for a chief executive doesn’t happen when they die, but when they retire, or, in the case of Apple CEO Tim Cook, announce that they will step up to the role ...

TSMC’s earnings suggest that the company’s leadership is not truly bought into the AI growth story. Subscribe to Stratechery Plus for full access. With Stratechery Plus you get access to the ...