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661: OpenAI’s Defense Factory, Amazon’s Qualcomm Deal, AIs Emailing Philosophers, China’s 3-Year HBM Gap, Nvidia’s Anthropic IPO Math…
“when does this start happening to newsletter writers?”
5 hrs ago
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Liberty 💚 🥃
18
1
Seeding Future Nostalgia
The movies, music, and little rituals our children might remember us by. 🎬🧠🌱
Sep 14
•
Liberty 💚 🥃
1
1
660: Nvidia’s $99B Portfolio, Agents for Couples, 400,000 GPUs Need Power, Zach Dell’s Turtles, ASML’s Bigger Stencil, Token Heists, Where’s…
“one of the peak human experiences”
Sep 11
•
Liberty 💚 🥃
32
5
3
Living One Model Ahead
What happens when the labs building the best AI get to use it on themselves first?
Sep 9
•
Liberty 💚 🥃
26
2
4
659: Elon Offers Jensen What Hyperscalers Won’t, $430B Backlog + Zero Data Centers, Meta’s AI Comeback, Grok Bot: iMessage for AI Agents, 7…
“a temporary alliance, not a marriage.”
Sep 4
•
Liberty 💚 🥃
41
3
5
658: The Fed Thinks in Tokens, CrowdStrike’s AI Upsell, Gavin Baker: “Thank You, Jensen,” Claude Enters the Physical Lab, Abliteration…
“a periodic table for virtues”
Sep 2
•
Liberty 💚 🥃
39
4
4
August 2026
657: Nvidia Q2, $279B Capacity Grab + Hugging Face, Ukraine’s Skunk Works, HEICO Preps for 10x, Helsing’s Machine War, Google Goes to Oz…
“the truth is in the field”
Aug 28
•
Liberty 💚 🥃
34
4
5
656: Google vs. Nvidia’s Full Stack, OpenAI’s Spicy Jalapeño, Moderna’s $500K Cancer Bet, Google Maps, I Apparently Like Grok Now, Altman’s…
“Patrick Degorce, you are a mensch.”
Aug 26
•
Liberty 💚 🥃
39
7
6
655: $38M Hardware Heists, Datacenter NIMBYs, Nvidia’s Hidden Price Cuts, Kalanick on Chaos, Visa/Mastercard’s AWS Play, Meta Rents…
“a lot of your curiosity acceleration depends on the world you live in”
Aug 21
•
Liberty 💚 🥃
38
3
654: Moderna’s Cancer Vaccine, Will We Ever Have Enough Compute?, Google Buys Spirit’s Data, Mythos vs Crypto, the Gigawatt Queue, Helium…
“Algae don’t take over the universe”
Aug 19
•
Liberty 💚 🥃
58
8
13
AI Is Becoming a Compiler for Intelligence
The smartest use of intelligence is figuring out where you can get away with being stupid.
Aug 14
•
Liberty 💚 🥃
45
2
6
653: Jensen Commoditizes Capital, Constellation’s Dark Matter, Meta’s AI Tax Base, Intel’s $20bn, Westinghouse IPO, AI Audits Science…
"the nerdy wisdom of millions of Reddit commenters"
Aug 12
•
Liberty 💚 🥃
43
10
6
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