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4min chapter
An SVB (phew!) update + Benedict Evans on the future of (almost) everything
Channels with Peter Kafka
Is Netflix a TV Company?
YouTube has wanted to be a big player in TV for a very long time. It's much harder for a media company to compete with YouTube and do what YouTube does than it is for them to compete with Netflix as it is in the MP. I think there's a kind of religious war around blockchain, which can serve out one practical thing that the internet can serve out - but not yet. There are two ways you can describe metaverse: One is saying this is basically like mobile,. but for VR. But on principle, I think it's really interesting!
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