Liberty’s Highlights

543: The Nvidia Edition, Jensen's Peanut Butter GPUs, Anduril, Microsoft, Semi Export Controls, Protein, Fentanyl, Anthropic, Helsing, Tyler Cowen on AI Growth, and Moana 2

542: Nvidia's Velocity, State of AI, Duolingo, Taiwan + Kuiper?, Google’s FireSat, Microsoft Capex, China's VCs, Mood Tracking, and Margins

541: Regulatory Warfare, Nvidia in Crosshairs, AI Peer Review, Honda + Nissan?, Perplexity Financials, Bell Labs, Private Billions Club, Unreal Engine 5.5, and Nirvana Jazz

540: Anduril's Defense Platform, Google's Quantum Breakthrough, Nadella, Meta's $10bn Cable, Big Tech Capex, Gemini 2.0, Opus 3.5, Apple + Broadcom, and FPS

539: Jim O'Shaughnessy's New Book, Buffett & Munger AGMs, Jeff Bezos, Perplexity, AI Funding, Modest Proposal, ASML, Sora, Sun vs Compost Heap, and Flight Simulator

538: Google's Dick Move, Intel Fires Gelsinger, USSMC, Meta's 4GW of Nuclear, Bluesky, Apple M4, Morris Chang + Jensen Huang, US vs Europe, and Paul McCartney

537: Going Deep in Nvidia's Q3, Jensen in Japan, Danaher & Thermo Fisher, Apple + TSMC, M4 Chips, China's DeepSeek R1, and St. Peter's Basilica

536: Jensen Almost Took Nvidia Private for $15bn, AI Scaling Plateau?, Inside Elon's xAI, Semiconductors, Gwern, and Leonard Cohen

535: Constellation Software's Q3 Analysis, Microsoft+ CoreWeave, Amazon Logistics vs UPS & FedEx, Anthropic, Stockfish, and The Wild Robot

534: US Special Economic Zones, FERC vs AWS Nuclear, Zuck vs Bees, Nadella's GPUs, Inflation, Oil, TSMC, Google, Apple, and Buster Keaton