There's something quietly telling in the latest US retail numbers that nobody's really talking about.
Strip out gasoline, and the fastest-growing category over the last three months? Hobby shops. Musical instruments. Sporting goods. Bookstores. Up 11.5% year-over-year. That's a sharp reversal from the past two Decembers when this category was actually shrinking.
And here's the vibe I'm picking up: this might be a cultural reaction to the AI noise.
Everywhere you turn, it's AI this, AI that. B...