Unpacking the latest round of Nvidia earnings and the questions that loom over the company's future in China. Then: Answering a few of the most common objections to the US government's plans for Intel, and why the current path may be the least bad option on the board. At the end: A look at KPop Demon Hunters, Netflix dominance, the modern movie business, and dual monitor desk strategies.
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Nvidia Earnings, Moats and China, Nvidia vs. the AI Labs — Stratechery Update
U.S. Intel — Stratechery
KPop Demon Hunters, Sony’s Risk, The Netflix Aggregator — Stratechery Update
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