Your monthly Netflix bill is up 29% in just over a year. Critics say Washington needs to fix it.
THE SO WHAT
A 29% price hike in a year with limited churn is a reminder that subscription ARPU expansion is still on the table when you own the demand surface. If you run a recurring business, this is a prompt to segment where you have true pricing power — and where regulators or substitutes will cap your upside.
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If Flex Titanium meaningfully improves durability, foldables move from enthusiast hardware toward default form factor for power users. App builders should assume more split-screen, multi-state usage — and design workflows that exploit it.
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Display vendors openly inviting Apple into foldables is a tell — they want a category-defining anchor tenant to justify years of capex. If your roadmap assumes flat slabs, start prototyping experiences that treat folding and rolling as first-class states.
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Storage bandwidth is now outpacing what most server and desktop architectures can practically feed — 28.4 GB/s reads are only useful if your PCIe lanes, CPUs, and workloads are ready. Infra teams planning AI and analytics clusters should be co-designing storage, interconnect, and compute, not buying each in isolation.
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Longstanding frustration with closed GPU ecosystems is resurfacing just as AI demand concentrates power in a few vendors. Infra leaders should treat portability — across hardware, drivers, and runtimes — as a strategic hedge, even if it costs you some short-term performance.