Netflix has been resolutely opposed to selling ads, prioritizing the user experience; however, the market conditions for streaming have changed, and so should Netflix
An Interview with Nvidia CEO Jensen Huang about Manufacturing Intelligence
An Interview with Nvidia CEO Jensen Huang about the history of Nvidia, manufacturing intelligence, and how GPUs undergird Aggregation Theory.
Apple’s Silicon Event, Scaling the M Series, UltraFusion and Integration
Apple’s spring event was a mishmash of products around a unified message about the power of Apple Silicon.
An Interview With Rippling Founder Parker Conrad
An Interview With Rippling Founder Parker Conrad
Gaming the Smiling Curve
The spate of recent acquisitions in the gaming space — Take-Two and Zynga, Microsoft and Activision, and Sony and Bungie — make sense in the context of the Smiling Curve.
Intel Earnings; An Interview with Jay Goldberg About Nvidia, ARM, and Intel
Intel’s earnings showed lower margins, and it won’t be the last time. Then, an interview with Jay Goldberg About Nvidia, ARM, and Intel.
Mr. CISC vs. Mr. RISC, ARM and AMD Threats, Gelsinger’s Three Tenets
The best way to understand Pat Gelsingers thinking about the threats posed by ARM and AMD is to go back to his arguments in favor of CISC over RISC
The Creator Opportunity, The Value of Abundance, TV and Sports Follow-up
It is fine to be excited about web3, but it doesn’t seem right to deny the real opportunities already afforded by the Internet. Plus, tying up loose ends on TV and sports.
The Squid Games Breakout, Netflix’s Squid Game Strategy, Disney Franchises versus Netflix Dice
Squid Games is a perfect representation of Netflix’s overall strategy, and why it is different than other services like Disney+.
The Lightness of Windows
The Windows 11 announcement was fun and interesting, but there is a reason that Windows is no longer the center of Microsoft’s business.