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603: Gemini vs Claude vs GPT, Code Red, Mark Chen on OpenAI’s Plan, Sundar Interview, TPU Pressure & Nvidia Equity Discounts, Trainium 3…
"introspection about that notoriously brutal shoot"
Dec 3
•
Liberty
12
4
November 2025
602: Nvidia vs Google TPU/ASICs, Nvidia Q3, Nano Banana Pro, Google + Meta, Anthropic’s Magnum Opus, France's Forgotten Role in the…
"you have to do a lot of other things right to compete"
Nov 26
•
Liberty
26
2
2
White Mirror: 31 Stories, a $1,000 Puzzle, and Sci-Fi to Reboot Your Childlike Wonder 🦾🪞📖🦋
Listen now | Podcast #35
Nov 21
•
Liberty
9
3
1:27:37
601: Gemini 3.0!, AI Love Triangle of Anthropic, Microsoft & Nvidia, Satya Nadella Interview, Google TPU v7, Malaria, WWI, and Woodstock '99
"I think that’s a worthy goal"
Nov 19
•
Liberty
28
1
600: Nadella's AI Strategy for Microsoft, Constellation Software, Azure Explosion?, Anti-Gentrification is BS, ChatGPT-5.1, Vibe Hacking…
"effectively generating more subjective life"
Nov 14
•
Liberty
24
4
2
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
26
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
22
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
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