Incremental Insights #82
The best of what I read, listened to, and watched during the week
Netflix and the Hollywood End Game
Superior customer acquisition and retention let Netflix extract more value from IP than traditional studios ever could.
Amazon Trainium: Scaling AI Without Breaking the Bank
Amazon’s Trainium chips cut AI training costs 30-50% vs NVIDIA through lower manufacturing costs and aggressive pricing
Quality in Healthcare
Healthcare is one the cheapest industries compared to the overall market but the underlying drivers of healthcare growth have note changed and it’s why GMO’s quality team has made Healthcare its second largest allocation.
Uber Stock: Why This Investor Thinks There is Still Massive Upside From Here
A deep dive into the Uber bull case.