Sharp Tech with Ben Thompson

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

Apr 24, 2023
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1
Introduction
00:00 • 2min
2
Netflix's Ad Supported Tier Is Live
01:56 • 5min
3
Netflix's Ad Supported Model Could Be the Next Big Thing
07:06 • 4min
4
YouTube and Netflix: The Future of Advertising
10:44 • 2min
5
The Prospect of Dramatically Expanding Their Addressable Markets
12:47 • 1min
6
The Future of Netflix Ads
14:16 • 2min
7
Netflix's Disadvantages
16:12 • 3min
8
The Max Name and the Future of Streaming
19:13 • 2min
9
The Future of TV
21:07 • 4min
10
Netflix and the Middle Ground
25:01 • 3min
11
Netflix's Refusal to Lean Into Feeders as a Revenue Stream
27:34 • 3min
12
The Benefits of Using Netflix to Promote Movies
30:54 • 4min
13
Netflix's Reluctance to Negotiate Deals With Talent
35:12 • 3min
14
Nvidia's Future
37:54 • 3min
15
The Importance of Nvidia's CUDA Software Layer
41:22 • 3min
16
Nvidia's Strategy for Commoditizing AI
44:36 • 2min
17
The Future of Nvidia and TSMC
46:14 • 2min
18
The Future of Nvidia
48:30 • 3min
19
The Cost of Building Your Own Chips
51:03 • 2min
20
The Liability of Adobe's AI Tools
52:34 • 5min
21
Yannes's Lower Back Contusion
57:10 • 3min
22
The Pros and Cons of Brook Lopez's Defensive Player
01:00:06 • 2min
23
The Heat's Strategy Against the Celtics
01:01:47 • 2min