“Netflix, Luka, and Life in La La Land” — Ben Thompson

Why this is in the vault

Weekly digest recapping the Jan 20 week: ChatGPT ads, TSMC earnings/foundry competition, Netflix/Greg Peters interview, plus Sharp Text and podcast content.

The core argument

Roundup issue. No new analysis beyond individual articles already captured.

Mapping against Ray Data Co

No new RDCO-relevant content beyond individual article notes from this week.

2026-01-20-stratechery-ads-in-chatgpt
2026-01-21-stratechery-tsmc-earnings-foundry-competition
2026-01-22-stratechery-interview-netflix-greg-peters

“Netflix, Luka, and Life in La La Land” — Ben Thompson

Why this is in the vault

The core argument

Mapping against Ray Data Co

Related