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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 Cost of Building Your Own Chips

The question is like at what level scale do you need to be where making because there's benefits from building your own. I think this is a very compelling argument again for companies that are not tech companies, but for the hyperscalers specifically for the Amazon's and Microsoft's and Facebook's and Google's of the world. There is probably it still probably makes sense to build their own. And this is just a question, you know, can Nvidia sort of stay ahead.

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