About this episode
A closer look at Netflix after news that the streamer will stop reporting subscription numbers in 2025, a question about Meta’s AI ambitions, and the case for Google making a play to compete with the iPhone. At the end: Drake’s use of AI Tupac in a rap battle. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Netflix Earnings, Netflix’s Reporting Change, Netflix’s Waiting Game — Stratechery Update Google and the Limits of Strategy — Stratechery Google’s True Moonshot — Stratechery Instagram, TikTok, and the Three Trends — Stratechery Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.