Author Archive
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Dec 9, 2025Netflix is driving the Hollywood end game, likely confident it can increase the value of IP, and fend off YouTube. -
Nov 6, 2025We are in an AI Bubble: the big question is if this bubble will be worth it for the physical infrastructure and coordinated innovation that result? -
Aug 15, 2025Meta delivered blowout earnings the same quarter that Mark Zuckerberg doubled down on AI; I don’t think it was a coincidence.
