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Why Nvidia Wants to Sell Chips to China, Answering Intel Objections, KPop Demon Hunters Conquers the World
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.
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
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
Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.
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By Andrew Sharp and Ben Thompson
4.7
9494 ratings
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.
To email the show: [email protected]
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
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
Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.
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