Competition
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Why Nvidia selling chips to China is a "smart thing" for competition: CIO
Yahoo Finance· 2025-12-09 18:22
Competition is so critical for these, you know, advanced technologies at this point. Even though it sounds counter to what a lot of arguments are out there, giving other people a competitive edge against us, but in fact, the competition is good. >> You're buying Jensen Wong's argument that to prevent China outpacing us, we need to be a participant in that market.>> Absolutely. There's going to be challenges. We're going to have to watch carefully about security, etc. but they're going after it anyway.And te ...
Why Jensen Huang's "celebrity" press tour is necessary for Nvidia.
Yahoo Finance· 2025-12-08 19:34
CEO & Public Image - Nvidia's CEO Jensen Huang's increased public appearances raise concerns among investors, contrasting with focusing primarily on business matters [1] China Market & Export Restrictions - Nvidia faces challenges in China due to export restrictions, potentially losing market share as China develops its own chip solutions [2] - China represents Nvidia's second-largest market, and prolonged absence could hinder future market re-entry [2] Competition - Increased competition in the chip market is intensifying, including potential competition from clients like Google selling chips to Meta [3] - Google potentially selling its own chips to Meta at lower prices has caused concern at Nvidia [3] - Despite growing competition, Nvidia remains the largest pure-play chip company [3]
Film industry deals should be evaluated on impact to employment and competition: Rep. Laura Friedman
CNBC Television· 2025-12-08 19:11
Industry Concerns Regarding Potential Acquisition - The film industry is experiencing a major depression with decreased competition, fewer productions, and declining box office attendance [4] - There is significant worry in Hollywood about job retention and production capability following potential acquisitions [7] - Concerns exist regarding the impartiality of regulators' decisions, particularly concerning potential influence from Donald Trump's connections [10] - Anxiety exists within Hollywood's creative sector regarding potential acquisitions, as each company presents unique challenges [10] - There are fears about financial consolidation and the potential collapse of the film industry [13] Potential Impacts of Consolidation - Consolidations in various industries, including film, often lead to thousands of job losses and reduced competitiveness [3] - Consolidations may result in higher prices for consumers [3] - The industry is already weak, raising questions about whether Netflix is a savior or a threat [5] Considerations for the Future - The industry seeks clarity on plans for job retention and production capability from potential acquirers [6] - There is a need to bring jobs and production shoots back to the United States from overseas competition [7] - Freedom of expression for creatives and journalists is crucial, without fear of reprisal [12][13]
Paramount Skydance CEO says their offer to Warner Bros. Discovery is superior for shareholders
CNBC Television· 2025-12-08 16:02
Netflix stocks is worth right it's in the within the collar it's worth at least 350 a share to the deal. I mean saying our cash versus theirs doesn't seem a fair comparison David. >> So so father respectfully I disagree.I mean look th those shareholders can basically go buy Netflix cash on the sorry Netflix stock on the open market if they want to and they're going to be sitting there with a linear stub that's valued at a dollar a share which is a business that's in secular decline that without the synergie ...
X @The Wall Street Journal
The Wall Street Journal· 2025-12-07 16:00
The White House’s new National Security Strategy signals a softer approach to competition with Beijing, playing down ideological differences between the two superpowers https://t.co/Vpv6H3Te26 ...
X @mert | helius.dev
mert | helius.dev· 2025-12-05 22:55
"competition is good" is a dogma at this point, people just parrot it unilaterally without admitting the downsidesif the product is a commodity, it is good because it drives prices downit can also help breadth-first-search different market gaps in varying segmentsbut there are big downsides toocompeting can lead to tunnel vision and optimizing marginal features instead of taking bolder risks due to fear of competitionthis lack of creativity is extremely impactful (and might help explain the lack of new inte ...
X @Bloomberg
Bloomberg· 2025-12-04 13:22
Kroger lowered the top end of its full-year sales forecast, suggesting that competition is intensifying among food sellers for discerning consumers. https://t.co/0nzsHAjh9t ...
NASA nominee commits to dual moon and Mars missions
NBC News· 2025-12-04 02:22
Space Race Urgency - The space industry emphasizes the urgency for the US to win the space race against China, highlighting that delays could shift the balance of power on Earth [2] - The industry aims to land American astronauts on the moon before China, targeting the end of the decade [3][6] - The industry is considering the development of bases and potentially a Martian colony, including economy and quantum communication, to be the first on Mars [4] - The industry is comparing the urgency of space exploration to the Manhattan Project, suggesting a need for rapid development and innovation [4] Competition and Contracts - The industry supports competition between SpaceX and Blue Origin for the lunar lander contract, prioritizing speed and efficiency [6][7][9] - NASA aims to select the company that builds the lunar lander the fastest, emphasizing that open competition is beneficial [9] Isaacman's Position and Relationships - Isaacman clarified that he has no direct or indirect equity exposure to any aerospace company, including SpaceX [12] - Isaacman distanced himself from Elon Musk, stating he is not a close ally and has disclosed all financial ties to the ethics committee [14] - Isaacman's previous business relationships with SpaceX, including space flights and his company's business dealings, raised concerns about potential conflicts of interest [10][12][13]
X @The Economist
The Economist· 2025-12-03 23:05
It fails, but the launch suggests the Americans may soon have real competition https://t.co/nmXx3MbAYq ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-12-03 17:09
.@rookisaacman: “I absolutely agree with competition. I think we need competition for the vendors that support NASA's critical mission. I think competition among world powers is actually a really good thing… just as long as we don't lose.” https://t.co/lWCFbFrmav ...