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Why Are Data Centers Crowding Out Housing? · Channels with Peter Kafka

Channels with Peter Kafka

Netflix in Turmoil + Derek Thompson on AI & The Antisocial Century

It feels like 2022 all over again: Netflix has hit a wall, and is scrambling to respond. That means layoffs, a purge of its top content people and… what else? Then Derek Thompson — one of the guys Barack Obama reportedly reads to keep on top of tech — gives me his blunt summary of Substack economics: “Dimes for analysis, dollars for facts, and Benjamins…

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Notes

  1. Who Is Replacing Bella Bajaria at Netflix? at 2:58

    Peter Kafka says Peter Rice is replacing Bella Bajaria as Netflix's content chief. Rishi Rajagopalan says Netflix laid off about 1,000 people in the past week. Full answer

  2. Why Is the Netflix Stock Down? at 6:42

    Peter Kafka says the Netflix stock is down 40% over the last year because Wall Street is not buying the pitch to watch revenue per subscriber instead of… Full answer

  3. Why Is Competing With YouTube Hard for Netflix? at 9:51

    Peter Kafka says competing with YouTube and TikTok is a hard business model for Netflix because people can really watch only one thing at a time. Full answer

  4. What Does Derek Thompson Write About? at 13:53

    Derek Thompson says his beat covers three subjects he calls the three A's: abundance, artificial intelligence, and the antisocial century. Full answer

  5. Why Are Data Centers Crowding Out Housing? at 18:07

    Derek Thompson says data centers are crowding out housing: in the last year, data center construction is up by more than 60%, while construction of housing… Full answer

  6. Why Did Americans Stop Having Dinner Parties? at 28:46

    Derek Thompson says Americans stopped hosting dinner parties in large part because women entered the workforce and men did not take over planning the family… Full answer

  7. Why Is Everything Becoming Television? at 34:57

    Derek Thompson says everything is becoming television because three separate industry moves turned out to be one story. Full answer

  8. What Pays the Most on Substack? at 47:17

    Derek Thompson says facts about artificial intelligence pay the most on Substack: Benjamins, against dollars for other facts and dimes for analysis. Full answer

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