402: Nvidia GTC 2023, Constellation Software AGM, Apple AI Catch up, Senra & Munger, ChatGPT…"Sometimes, being confused is the rational reaction to a situation"
4
402: Nvidia GTC 2023, Constellation Software AGM, Apple AI Catch up, Senra & Munger, ChatGPT Helps Hackers, and The Offer
www.libertyrpf.com
401: Stock Indices & The Ship of Theseus, Amazon, Emergent AI, Internet Archive, Build Fast, GPT-4, and Orson Welles"I feel like I’m David Chang or something!"
12
401: Stock Indices & The Ship of Theseus, Amazon, Emergent AI, Internet Archive, Build Fast, GPT-4, and Orson Welles
www.libertyrpf.com
399: GPT-4 vs Humans, Meta's Cubicles, Waymo, Microsoft, Stability & OpenAI, Stripe, Diversification, Credit Suisse, and Railroads"won’t that be closer to magic?"
2
399: GPT-4 vs Humans, Meta's Cubicles, Waymo, Microsoft, Stability & OpenAI, Stripe, Diversification, Credit Suisse, and Railroads
www.libertyrpf.com
398: GPT-4 is Here, X-Ray of Google, Buffett & Banks, Reddit, Kevin Kelly, Andrew Huberman, Product Placement, and Beatallica"This digital tool was more or less grown"
10
398: GPT-4 is Here, X-Ray of Google, Buffett & Banks, Reddit, Kevin Kelly, Andrew Huberman, Product Placement, and Beatallica
www.libertyrpf.com
396: Meta’s LLaMA, Baumol Effect, YouTube, Building AI Analysts, Doug Leone, Virtual Kidnapping, Visceral Fat, and Last of Us"Do you want to be a cog or a lion? It’s hard to be both…"
4
396: Meta’s LLaMA, Baumol Effect, YouTube, Building AI Analysts, Doug Leone, Virtual Kidnapping, Visceral Fat, and Last of Us
www.libertyrpf.com
395: Squeezing Big Clouds, TV vs YouTube, Constellation Software, China Censors Afraid of LLMs, ARM IPO, Creatine, and Terminator 2"It has higher ROP (return on praise)"
6
395: Squeezing Big Clouds, TV vs YouTube, Constellation Software, China Censors Afraid of LLMs, ARM IPO, Creatine, and Terminator 2
www.libertyrpf.com
Podcasts
Interviews
Liberty’s Highlights
Liberty’s Highlights
www.libertyrpf.com
Liberty’s Highlights
Exploration as a Service: Investing & business, science & technology, and the arts.
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“Huge breadth of technology, yet he somehow finds stuff in semiconductors that we missed, despite that being only one of topics he covers.”
Dylan Patel, SemiAnalysis
“Combines insights from diverse fields. A great source for thoughts on tech and investment ideas”
Market Sentiment, Market Sentiment
“Liberty's a brilliant thinker on an exceptionally wide range of topics, from finance to philosophy, and reading his takes daily are guaranteed to dramatically increase your curiosity and quality of life!”
Rohit Krishnan, Strange Loop Canon