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643: SpaceX Goes Shopping ($60B for Cursor, What Next?), Bring Your Own Tokens Might Save SaaS, Shotwell's 0.1%, Optimization Era, AI Token…
"ROI is great on the reduced brain damage"
20 hrs ago
•
Liberty
15
642: Mythos & Fable (Same Brain/Different Chains), Tokens-per-Watt, Nvidia's Financial Q&A, Google + SpaceX, Leopold's $20bn at 24, Heat vs…
"swallowed whole by stranded GPU capacity"
Jun 10
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Liberty
21
1
641: Recursion Starts at Home, AI Science Breakthroughs, Nadella on Microsoft's New Strategy, Meta's Fortnite Mode, Ford Energy, Bot Net…
"I need more time…"
Jun 5
•
Liberty
33
2
640: Nvidia Invades the PC, SpaceX is Really a Neocloud, Frontier Token Math, OpenAI = Dropbox?, RAM, Meta AI Insta Hack, Google's 64…
"Without those juicy Anthropic bucks"
Jun 3
•
Liberty
24
May 2026
Project Hail Mary Explained: Book vs Movie (Spoilers, Science & Why Rocky Works) 🧑🚀🚀⭐🦠🪨
Podcast #39
May 29
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Liberty
11
4
3
1:51:10
639: Nvidia's Q1, TSMC as the Accidental Central Bank of AI, Jensen Wants the CPU Market Too, Anthropic’s CFO Krishna Rao, Gavin Baker, Jane…
"if we don't get a bubble, we need to throw a party for them"
May 27
•
Liberty
24
8
1
638: Constellation Software's 2026 AGM, Karpathy Joins Anthropic, Demis Hassabis as Angel Investor, Pre-1931 LLM, Smartphones & Fertility…
"that sounds a lot yuckier"
May 20
•
Liberty
23
637: Cyber Attack Capabilities Doubling Time, Mira Murati's AI, Constellation's $1.6B Spree, Claude's Inner Monologue, OpenAI Daybreak vs…
"slowly rearranging your face-bones."
May 15
•
Liberty
35
636: Amazon Tokenmaxxing, Seats + Meters, Musk’s $119bn Terafab, OpenAI's $31bn to Microsoft, Ontario Nuclear Build-Out, Sub-2-Hour…
"Both on budget and ahead of schedule"
May 13
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Liberty
19
4
1
635: Elon Musk's 180 on Anthropic, Hyperscaler Capex & When the Customer Becomes the Bank, Fairfax Financial, Big Tech earnings, S&P Global…
"everywhere and nowhere at the same time"
May 8
•
Liberty
43
2
634: The AWS Chipmaker IPO, Tokens Schmokens, Apple's TSMC Problem, Unreasonable Hospitality, YouTube's Terrible Parental Controls…
"Some boxes are made from solid gold"
May 6
•
Liberty
34
4
April 2026
633: AI’s All-You-Can-Eat Era is Ending, Google's Two-Chip TPU Strategy, OpenAI & Microsoft's New Deal, Musk's AI Reboot, SpaceX AI …
"it was very clear who had the leverage"
Apr 29
•
Liberty
20
2
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