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599: Anthropic & OpenAI Strategic Divergence, Nvidia's China Ban, Buffett’s Last Letter, Pareto Dating, Gigawatt Datacenters & Nuclear…
"I needed role models, and could only find them in books"
Nov 12
•
Liberty
18
6
598: Thinking About Bubbles, Neo's Wizard-of-Oz Problem, Zuck's $60bn Models, Europe, OpenAI + AWS, Cursor 2.0 vs Anthropic, Why Humanoids…
"what differentiates a “good bubble” from a bad one?"
Nov 5
•
Liberty
21
7
October 2025
597: Jensen's 7 Nvidia GTC Highlights, Azure + AWS + GCP, Bifurcated Market, Autonomous Vulnerability Detection, AI Capex, Obesity Peak …
"see for yourself what old-school VFX could do."
Oct 31
•
Liberty
19
2
596: Nvidia’s $500B Pipeline, Anthropic's Million TPUs, OpenAI & Microsoft's New Partnership, $80bn for Westinghouse Nuclear, UK…
"Anthropic is quite the polyamorous player"
Oct 29
•
Liberty
26
5
1
595: Google's AI Journey, OpenAI's 'Apple App Store' Moment, Nvidia + TSMC, Costco, Ben Bajarin, Radiologists, Rare Earths, Anthropic …
"human connection feeds n itself too"
Oct 10
•
Liberty
32
4
594: Innovation at Scale, AMD Paying OpenAI to be Customer, Dylan Patel on AI Buildout, Buffett Letters, U.S. Defense Flaws, TSMC, Building…
"Great work has a way of convincing most skeptics. "
Oct 8
•
Liberty
30
9
1
593: Jensen's Reality Distortion Field, OpenAI + Commerce, China's Solar Monopoly, RIP HEICO's Laurans Mendelson, TikTok, Sora 2, Sonnet…
"a feedback loop that co-produces ideas"
Oct 1
•
Liberty
25
4
1
September 2025
592: Mark Leonard Resigns, Four Tech Kingdoms, AI Capex Eating the World, US Healthcare, Apple + Intel, GDPval, Cloudflare, Testosterone…
"a rare gem in this world."
Sep 26
•
Liberty
32
3
591: The Circular AI Economy, Nvidia's $100bn Deal with OpenAI, Constellation Software's AI Call, Hyperscalers & ASICs, Oracle Buybacks…
"From picks & shovels salesman to kingmaker?"
Sep 24
•
Liberty
29
11
1
590: Constellation Software vs AI, Google's Next Big Splash, YouTube's $100bn Payout, TikTok Deal?, ChatGPT Real-World Use, and Cheese
"vibe code the software that goes into a pacemaker"
Sep 17
•
Liberty
29
4
1
589: Oracle's Half-Trillion Gambit, OpenAI, Microsoft + Anthropic, YouTube Unlocks New TAM for Every Video, the Nuclear Option, Twitter's…
"Engineered reflexivity!"
Sep 12
•
Liberty
35
2
3
588: Google's AI Money Machine, OpenAI + Broadcom, AWS + Anthropic XPUs, Nvidia H20, Europe's A/C Deaths, El Segundo Roundtable, Veo 3, Dan…
"the survivorship filter of thousands of years"
Sep 10
•
Liberty
25
4
2
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