"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.
Related
- [[2026-01-20-stratechery-ads-in-chatgpt]]
- [[2026-01-21-stratechery-tsmc-earnings-foundry-competition]]
- [[2026-01-22-stratechery-interview-netflix-greg-peters]]