

Digital media, Ericsson and US vs China
Jul 22, 2024
In this engaging discussion, Ed Barton, Director at Caretta Research and a digital media expert, shares his insights on the evolving entertainment landscape. They explore the recent earnings reports from Ericsson and Nokia, shedding light on their market strategies. The conversation takes a critical turn as they analyze the geopolitical implications of U.S. trade policies towards China, discussing how technology procurement impacts international relations. Highlights also include Netflix's adaptation strategies and the shifting dynamics in public broadcasting.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11
Intro
00:00 • 4min
Humorous Anecdotes from Industry Events and Reflections on Sports
03:50 • 2min
Tech Trends: Cloud vs. On-Premise
06:11 • 12min
The Future of Public Broadcasting
18:06 • 6min
Exploring Netflix's Growth in Asian Markets and Local Content Investment
23:48 • 3min
Exploring Japanese Cinema: Godzilla and Shogun
26:59 • 2min
Navigating the SVoD Landscape and AI's Role
28:48 • 23min
Telecom Turmoil: Valuations and Accountability
51:54 • 18min
Telecom Turbulence: Huawei and the Competitive Landscape
01:10:15 • 18min
Geopolitics of Technology Procurement
01:27:46 • 4min
Geopolitics of Tech: The ASML Dilemma
01:32:14 • 23min