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Netflix as a Sleeping Ad-Supported Giant, 'Max' and the Other Streamers, Whether Nvidia Shall Inherit the Earth

Sharp Tech with Ben Thompson

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The Future of Nvidia and TSMC

AMD's real growth opportunities in the hyperscalers will that where they will put in the worth it work. They will realize it because they're at such scale. And so I do think now that said, everyone's been predicting Nvidia sort of getting commoditized away for ages and hasn't happened yet. So I think it's definitely a bit of an open question. But the real takeaway is TSMC is the real linchpin here Because they're the ones that are making if Microsoft comes out of this chip, TSMZ will make it. That's what I've been wondering.

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