Episode

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

Podcast: The Silicon Insider
Published: Apr 17, 2026
Duration seconds: 1601
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Canonical source: https://podcasters.spotify.com/pod/show/silicon-insider/episodes/Netflix-Stops-Counting-Subs-Is-the-Streaming-War-Finally-Over-e3i1f80
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Summary

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.