Liberty’s Highlights

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495: XPEL and Anchoring Bias, Apple + OpenAI & Google, Global Coal Fleet, Helium, Sean Feeney, Music, and The Sopranos
"Great writing is precious"
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470: Danaher & Roper, Netflix's Endgame, OpenAI, Honda, Amazon, Kuiper vs Starlink, Musk University, Nuclear, and Artificial Enamel
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2
472: Crowdstrike Targets, OpenAI + US Military, Starlink, Bubble Psychology, Google AlphaGeometry, Hydro-Quebec, and Dragon Prince
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Interview with David Kim a.k.a. Scuttleblurb (2024 Edition)
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494: Big Tech Capex, Google & Meta Q1, Tesla Dojo vs Nvidia, Fertility, Framed by AI, and Fraud
"More love."
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493: Texas Instruments Deep Dive, Adversity, Google Waking Up, Non-Compete, Silicon Graffiti, Microsoft Phi-Mini, and Geothermal
"Agency is the key."
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492: Zuckerberg Interview, Ed Thorp, Streamers, CEO Transitions, Llama 3, Gameboy Engineering, Energy Scale, Dark Matter, and Reznor
"it subtly leaks into every decision you make"
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491: David Senra's Theme Song, Domino Effect, Andy Jassy's Amazon Letter, Quality Investing, Roman Trade Routes, and Books
"the spirit in which it was created, which is love and gratitude"
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490: TSMC & Hungry Datacenters, Marketing to AIs, Patrick Collison & Stripe, Ringtone Empire, Bee Apocalypse, Magnesium, and Rome
"they were bored and over it"
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489: Music's ChatGPT Moment, Suno AI, Discord, Perplexity, Coffee Empire, xAI vs Tesla, Congress Bans MS Copilot, and Beauty
"a thrash metal song about owls"
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488: The Evolution of Software Bloat, OpenAI, Microsoft's $100bn AI Supercomputer, Cookware, and Vinyl
"it becomes a different book each time"
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Liberty’s Highlights
Liberty’s Highlights
Exploration as a Service: Investing & business, science & technology, and the arts.
Podcasts
1-hour Interview I did on Infinite Loops
My 2nd interview on Infinite Loops
Podcast #27: Trung Phan: Solving the Twitter Puzzle, What He Learned from Rick Rubin
Podcast #26: Meta Platforms & Mark Zuckerberg: Going Deep with MBI
Podcast #25: Microsoft: Going Deep with MBI
Podcast #24: Jim O'Shaughnessy: Origin Story, Career, and OSV
Podcast #23: Kevin Kelly: Excellent Advice for Living
Podcast #22: The Last of Us
Podcast #21: David Senra and Jimmy Soni
Podcast #20: Big Tech Compensation: Going Deep with MBI
Podcast #19: Interview with David Kim a.k.a. Scuttleblurb (2023 Edition
Podcast #18: 'Severance' Season 1 with Mostly Borrowed Ideas (MBI)
Podcast #17: Going Deep on Cloudflare and Datadog with Mostly Borrowed Ideas (MBI)
Podcast #16: Claude Shannon fan club with Jimmy Soni and David Senra
Podcast #15: David Senra on Deadwood
Podcast #13: Energy Crisis & Nuclear Power with Mark Nelson (Part 1)
Podcast #12: Payments Industry with MBI
Podcast #11: David Senra of Founders Podcast
Podcast #10: Cedric Chin: What Operators can Teach Investors
Podcast #9: Ask Me Anything #2
Podcast #8: Koyfin CEO & Co-Founder Rob Koyfman
Podcast #7: Constellation Software with MBI
Interviews
Interview #4 with David Kim aka Scuttleblurb
Interview #2 with David Kim aka Scuttleblurb
Interview with Ho Nam of Altos Ventures
Interview with an Hyper-Successful Creator on OnlyFans (Earning ˜$1.4 million/month)
Interview with William Barnes, co-founder of In Practise
Interview with Koyfin co-Founders Rob Koyfman and Rich Meatto
Interview with David Kim a.k.a. Scuttleblurb
MISC
Why Your Mentors Seem Less Impressive Over Time

Liberty’s Highlights

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