The Silicon Insider

Netflix Stops Counting Subs: Is the Streaming War Finally Over?

April 17, 2026·26 min
Episode Description from the Publisher

From Google's $2 billion Malaysia play to the "end" of the Netflix subscriber era, Mike Malone and Scott Budman dissect the week's biggest tech headlines. We explore why nuclear energy is the new AI fuel, the geopolitical shift in Southeast Asia, and why your favorite streaming giant is hiding its numbers. Plus, a look at the Silicon Valley real estate recovery.

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