Neal Freiman

The financial ties between these companies

are very close, just like all AI companies have a lot of connections financially and otherwise with each other.

So to go after Nvidia and say, I think you're extremely wrong here.

This is a huge national security issue that you're going to sell these H200 chips to China is like basically giving them a leg up in the AI race that we are currently winning.

And the issues are so paramount, are so big

that this is a huge strategic mistake.

After reporting earnings yesterday, executives emphasized that the competition for eyeballs is fiercer than ever.

Co-CEO Ted Sarandos said the TV landscape has, quote, never been more competitive than it is today.

TV is not what we grew up on.

TV is now just about everything.

He added the Oscars and the NFL are on YouTube.

Networks are simulcasting the Super Bowl on linear TV and streaming.

Amazon owns MGM.

Apple is competing for Emmys and Oscars.

And Instagram is coming next.

Why go to such great lengths to highlight the competition?

It's all because Netflix is trying to close its $83 billion acquisition of Warner Brothers Discovery.

the owner of HBO Max, and Sarandos appears to be workshopping the argument he's going to be making in front of skeptical regulators who might scuttle the deal on monopoly grounds.

Still, whoever Netflix is battling for your attention, it's winning.

The company reported another outstanding quarter, with its subscriber base growing to over $325 million and revenue rising 18% year over year.