The ReAssembler
reassembler.substack.com
The ReAssembler
@reassembler.substack.com
We explore fascinating business stories and break them down into smaller pieces — and then put it all back together to see the big picture with fresh insights.

reassembler.substack.com
Reposted by The ReAssembler
December 29, 2024 at 9:52 AM
Reposted by The ReAssembler
I had few wild speculations (and suggestions), as Netflix Games is a great example of how to do all the possible mistakes although you have a great starting point (which is plenty of money and audience).
Let's see what 2025 will bring
reassembler.substack.com/p/netflix-ga...
#netflix #netflixgames
Netflix Games: Entertainment’s Next Frontier
So what is the story of Netflix Games? What does Kim Kardashian and Emily in Paris have in common? And why should they buy Ubisoft?
reassembler.substack.com
December 29, 2024 at 9:51 AM
Reposted by The ReAssembler
December 29, 2024 at 9:50 AM
Reposted by The ReAssembler
Surpassingly this is the most popular article so far.
After writing about it I finally understood who is against who in this industry.
reassembler.substack.com/p/inside-the...
#semiconductors #chips #aichips #nvidia #asml #tsmc #amd #intel
Inside the Chip War: Who Controls the New Oil?
Did you know a 46-cent chip nearly triggered nuclear war? How AI chips fuel the new US-China cold war? For how long NVIDIA keep winning AI? and will Intel survive?
reassembler.substack.com
December 29, 2024 at 9:49 AM