339: Netflix's Ad-Tier, Can China 'Take' TSMC?, Apple's Post-China Plan, Microsoft + Facebook, Transmission, Cloud Energy Arbitrage, Nvidia 4090, and Rick Rubin
339: Netflix's Ad-Tier, Can China 'Take' TSMC?, Apple's Post-China Plan, Microsoft + Facebook, Transmission, Cloud Energy Arbitrage, Nvidia 4090, and Rick Rubin
339: Netflix's Ad-Tier, Can China 'Take' TSMC?, Apple's Post-China Plan, Microsoft + Facebook, Transmission, Cloud Energy Arbitrage, Nvidia 4090, and Rick Rubin
339: Netflix's Ad-Tier, Can China 'Take' TSMC?, Apple's Post-China Plan, Microsoft + Facebook, Transmission, Cloud Energy Arbitrage, Nvidia 4090, and Rick Rubin
Love the quote today