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ARPU explains the business, economics and infrastructure behind technology and AI.

Our videos are made for curious professionals, investors and industry leaders who want to understand the business models, competitive advantages and structural forces shaping the technology sector.

For deeper analysis, subscribe to the free ARPU newsletter: https://arpu.hedder.com

ARPU is published by Hedder (https://www.hedder.com), an agentic storytelling studio turning fragmented industry information into coherent narratives.

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Joined July 23, 2025

583,808 total views

Videos

AI Is Making Lenders Nervous About Software

AI Is Making Lenders Nervous About Software

839 views

4w ago

Why China Thinks AI Can Reinvent Communism

Why China Thinks AI Can Reinvent Communism

3,100 views

1mo ago

What If China Doesn't Need the Best AI?

What If China Doesn't Need the Best AI?

3,800 views

1mo ago

Why Big Tech's AI Spending Is Bigger Than It Looks

Why Big Tech's AI Spending Is Bigger Than It Looks

4,700 views

1mo ago

What Could Break the AI Spending Boom?

What Could Break the AI Spending Boom?

4,700 views

1mo ago

Does Microsoft Have an AI Endgame?

Does Microsoft Have an AI Endgame?

4,700 views

1mo ago

Who Is Actually Paying for AI?

Who Is Actually Paying for AI?

17,000 views

2mo ago

AI Compute Shortage Is Getting Weird

AI Compute Shortage Is Getting Weird

7,800 views

2mo ago

The Brutal Physics of Building The World's Largest AI Data Center

The Brutal Physics of Building The World's Largest AI Data Center

6,500 views

3mo ago

Did AI Actually Replace Jobs? The Fed's Verdict Is In.

Did AI Actually Replace Jobs? The Fed's Verdict Is In.

507 views

3mo ago

How AI's Hottest Cloud Company Actually Makes Money

How AI's Hottest Cloud Company Actually Makes Money

855 views

3mo ago

The Networking Bottleneck Behind the AI Boom, Explained In 13 Minutes

The Networking Bottleneck Behind the AI Boom, Explained In 13 Minutes

2,800 views

3mo ago

How Big Tech Is Running Out of Ways to Pay for AI

How Big Tech Is Running Out of Ways to Pay for AI

6,400 views

3mo ago

Apple’s AI Strategy Just Hit the Memory Wall

Apple’s AI Strategy Just Hit the Memory Wall

2,100 views

3mo ago

Is Nvidia Running Out of Ways to Surprise Wall Street?

Is Nvidia Running Out of Ways to Surprise Wall Street?

2,000 views

3mo ago

Intel's CPU Comeback is Real. But Can It Catch TSMC?

Intel's CPU Comeback is Real. But Can It Catch TSMC?

11,000 views

3mo ago

Nokia Lost the Phone Era. Now AI Needs Its Networks

Nokia Lost the Phone Era. Now AI Needs Its Networks

1,400 views

4mo ago

Why Space Data Centers Are Less Crazy Than You Think

Why Space Data Centers Are Less Crazy Than You Think

408 views

4mo ago

Why Dell's AI Servers Quietly Became a $60 Billion Business

Why Dell's AI Servers Quietly Became a $60 Billion Business

1,600 views

4mo ago

How Google’s TPU Advantage Became Its Biggest Bottleneck

How Google’s TPU Advantage Became Its Biggest Bottleneck

6,900 views

4mo ago

Why a Japanese Toilet Company Earns More From AI Than Toilets

Why a Japanese Toilet Company Earns More From AI Than Toilets

821 views

4mo ago

How AI Created a Memory Shortage That Money Can't Fix

How AI Created a Memory Shortage That Money Can't Fix

1,500 views

4mo ago

Why Money Managers Don't Trust AI

Why Money Managers Don't Trust AI

255 views

4mo ago

Why Meta’s AI Spending Looks Different From Google’s

Why Meta’s AI Spending Looks Different From Google’s

2,000 views

4mo ago

The Napkin Math Behind Selling AI

The Napkin Math Behind Selling AI

3,000 views

5mo ago

Why Amazon's Cloud Dominance is Slipping Away to AI Rivals

Why Amazon's Cloud Dominance is Slipping Away to AI Rivals

11,000 views

10mo ago

Why Salesforce is Struggling With Its AI Narrative

Why Salesforce is Struggling With Its AI Narrative

19,000 views

11mo ago

Why Oracle Suddenly Becomes the Hottest AI Cloud Vendor

Why Oracle Suddenly Becomes the Hottest AI Cloud Vendor

40,000 views

1y ago

How Microsoft Outsmarted Every Competitor in the AI Race

How Microsoft Outsmarted Every Competitor in the AI Race

55,000 views

1y ago

How Meta's AI Narrative Wins Over Wall Street

How Meta's AI Narrative Wins Over Wall Street

6,600 views

1y ago