Which is why you should take all the reported numbers with a huge grain of salt www.reuters.com/world/india/...

Oh and of course China started at a higher level in every trailing period

8% EBIT margin business after Depreciation with risks skewed to the downside

- BMaaS has no margin for error
- GPU rental business is worse than most nontech retail businesses
- 'big flashy contracts' have terrible economics, but allow Neoclouds to raise money from rubes
- the Bull Case requires Neoclouds to compete effectively with their biggest customers

This analysis about Hollywood, the impact of the strikes and the its relevance in a globalized content landscape holds up pretty well I think

www.caixinglobal.com/2025-11-15/w...

Chinese micro-drama industry is creating job opportunities for Western acting talent -- the cost of content production in China is incredibly cheap and they want to export

This is actually where Hollywood studios should be leaning in -- Western cultural context is their strength!

This has been obvious for years -- it's just that the commentary about culture is dominated by a different age group than the consumption and creation of culture today

Trenchant TikTok commentators... are on TikTok! They don't write articles or books!

bsky.app/profile/nosu...

'Popular content / popular culture' is downstream of technology and internet culture now -- what gets made is based on what can grab attention

The half-life of content is collapsing hence any meaningful conversation about 'cultural impact' is automatically dated

If he thinks it’s such a good business he should go start one — America is good at directing capital to industries making windfalls

‘Rewatchables’ episodes are often longer than the actual movies and likely have a bigger current cultural footprint than the underlying media

I consumed 4x as much content about Top Gun: Maverick vs the length of the film

Mass media and culture exists on TikTok. It may not be your aesthetic preference, but the median viral YouTube video gets more views than the median Best Picture nominee

The half life of content has shrunk dramatically

But they doesn’t mean ‘culture’ is stuck - it has changed and it just moves faster