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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"
May 1
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Liberty
18
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495: XPEL and Anchoring Bias, Apple + OpenAI & Google, Global Coal Fleet, Helium, Sean Feeney, Music, and The Sopranos
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April 2024
494: Big Tech Capex, Google & Meta Q1, Tesla Dojo vs Nvidia, Fertility, Framed by AI, and Fraud
"More love."
Apr 29
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Liberty
14
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494: Big Tech Capex, Google & Meta Q1, Tesla Dojo vs Nvidia, Fertility, Framed by AI, and Fraud
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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."
Apr 24
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Liberty
21
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493: Texas Instruments Deep Dive, Adversity, Google Waking Up, Non-Compete, Silicon Graffiti, Microsoft Phi-Mini, and Geothermal
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4
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"
Apr 22
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Liberty
19
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492: Zuckerberg Interview, Ed Thorp, Streamers, CEO Transitions, Llama 3, Gameboy Engineering, Energy Scale, Dark Matter, and Reznor
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2
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"
Apr 17
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Liberty
23
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491: David Senra's Theme Song, Domino Effect, Andy Jassy's Amazon Letter, Quality Investing, Roman Trade Routes, and Books
www.libertyrpf.com
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4
490: TSMC & Hungry Datacenters, Marketing to AIs, Patrick Collison & Stripe, Ringtone Empire, Bee Apocalypse, Magnesium, and Rome
"they were bored and over it"
Apr 10
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Liberty
25
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490: TSMC & Hungry Datacenters, Marketing to AIs, Patrick Collison & Stripe, Ringtone Empire, Bee Apocalypse, Magnesium, and Rome
www.libertyrpf.com
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8
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"
Apr 5
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Liberty
29
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489: Music's ChatGPT Moment, Suno AI, Discord, Perplexity, Coffee Empire, xAI vs Tesla, Congress Bans MS Copilot, and Beauty
www.libertyrpf.com
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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"
Apr 3
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Liberty
26
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488: The Evolution of Software Bloat, OpenAI, Microsoft's $100bn AI Supercomputer, Cookware, and Vinyl
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8
March 2024
487: Apple's AI Strategy, OpenAI Goes to Hollywood with Sora, Temu + Meta & Google, Poisoning AI Training Data, China's Coal, and IMAX
"There are horrors in everyone’s past."
Mar 27
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Liberty
27
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487: Apple's AI Strategy, OpenAI Goes to Hollywood with Sora, Temu + Meta & Google, Poisoning AI Training Data, China's Coal, and IMAX
www.libertyrpf.com
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1
486: Nvidia NIMs Explained, Amazon Buying TikTok?, Credentialism, Cybercrime Losses, 64 Days in a Cessna, and Dark Matter
"most of the time I still feel like I’m Calvin!"
Mar 22
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Liberty
22
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486: Nvidia NIMs Explained, Amazon Buying TikTok?, Credentialism, Cybercrime Losses, 64 Days in a Cessna, and Dark Matter
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2
485: Jensenmania and Nvidia GTC 2024, Roper Technologies Deep Dive, Nuclear Ramp Up, Humanity's Archives, We Are Legion Review
"Time is eating the past."
Mar 20
•
Liberty
23
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485: Jensenmania and Nvidia GTC 2024, Roper Technologies Deep Dive, Nuclear Ramp Up, Humanity's Archives, We Are Legion Review
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6
484: Thoughts on TikTok, Lessons from Nvidia's Jensen, Stripe & Adyen, Telegram, Cerebras, Meta AI, Studying Expertise, and Villeneuve
"Don't mistake the thorns for the flower."
Mar 15
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Liberty
18
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484: Thoughts on TikTok, Lessons from Nvidia's Jensen, Stripe & Adyen, Telegram, Cerebras, Meta AI, Studying Expertise, and Villeneuve
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4
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