Decoder with Nilay Patel
Vox Media Podcast Network
2 episodes
Why Peacock is making a huge bet on YouTube
- Peacock's $261m Q3 EBITDA marks a second straight profitable quarter, up $470m year over year, as NBCUniversal heads toward becoming a standalone company.
- NBCU will bundle ad-supported Peacock with a YouTube Premium tier next year and extend its linear deal with YouTube TV, which has passed 10m subscribers.
2 Nov · 1 h 10 min
Inside Anthropic’s trillion-dollar AI gamble
- Joey Brookhart of SemiAnalysis calls Anthropic's S-1 filing awesome, citing more than $70bn in annual recurring revenue, strong margins and free cash flow.
- Brookhart says Anthropic's inference gross margin swung from negative 94% to positive 85% in two years, driven by compute efficiency gains on Trainium chips.
29 Oct · 45 min