Why Nvidia Wants to Sell Chips to China, Answering Intel Objections, KPop Demon Hunters Conquers the World

Unpacking the latest round of Nvidia earnings and the questions that loom over the company's future in China. Then: Answering a few of the most common objections to the US government's plans for Intel, and why the current path may be the least bad option on the board. At the end: A look at KPop Demon Hunters, Netflix dominance, the modern movie business, and dual monitor desk strategies.

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Nvidia Earnings, Moats and China, Nvidia vs. the AI Labs — Stratechery Update (stratechery.com/2025/nvidia-earnings-moats-and…)

U.S. Intel — Stratechery (stratechery.com/2025/u-s-intel)

KPop Demon Hunters, Sony’s Risk, The Netflix Aggregator — Stratechery Update (stratechery.com/2025/kpop-demon-hunters-sonys-…)

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