Archive - Liberty’s Highlights

513: GE & Danaher, Samsung SNAFU, Wiz & Google, OpenAI + Broadcom, Ozempic Economics, Meta's Llama 3.1, Immunotherapy, and The Bear

"It’s like the Jedi version of meditation."

Jul 24 •

512: Crowdstrike's Very Bad SNAFU, Meta vs EU, Anduril & SpaceX, OpenAI's GPT-4o Mini, Sam Walton, LLMs + IRS, and Karate Kid

"the 4th anniversary of this newsletter"

Jul 22 •

511: Zuckerberg Interview, Amazon vs Temu, Lisu Su & AMD, Apple vs Meta, Peter Thiel, Starlink Mini, Sauna, Espresso, and The Killer

"Being in there has a meditative quality,"

Jul 17 •

Semiconductors Industry: Going Deep with Mostly Borrowed Ideas (MBI) on TSMC, Texas Instruments, Nvidia, Intel, Hyperscalers, etc

Listen now | Podcast #29

Jul 12 •

and

Mostly Borrowed Ideas

1:14:28

510: EU Theft?, AI Datacenters & Energy Bottlenecks, Elon Musk Drops Oracle, GPU Smuggling, Meta Threads, and Dark Matter

"dirty rotten liars"

Jul 10 •

509: ASML's $700m <1nm Machine, Modest Proposal, EU Regulating Itself Out of the Race, OpenAI vs Microsoft, Apple, and Jupiter

"entering the angstrom-scale era"

Jul 3 •

June 2024

508: Anxious Investors, Microsoft Security, Meta + Apple, Perplexity, Automating iPhone Production, Novo Nordisk, and Inside Out 2

"the anxious edition"

Jun 26 •

507: Jensen Signing Stuff, Anthropic Takes the Lead, Apple AI Polyamory vs OpenAI, Market Concentration, WiFi, SSI, and Dune Scale

"like that Escher drawing, but it actually works!"

Jun 21 •

506: Jensen's Worry, Apple AI + Google TPUs, Big Tech, S&P 500 as a VC Fund, Passive Investing, YouTube, Antibiotics Resistance, and Contact

"going clickety-clack on the keyboard"

Jun 19 •

505: Fiber, OpenAI vs Apple, Eric Schmidt’s Secret AI Military Drones, How China Circumvents GPU Ban, What is an NPU?, and Dark Matter

"Apple has most of the leverage"

Jun 14 •

504: Deep Dive in Apple's AI Strategy, OpenAI, Nvidia's Jensen and Patrick Collison, Elon Musk, Google TPU, KIA EV3, and Paperman

"it’s like a glass that refills itself."

Jun 12 •

503: Nvidia Rubin, Microsoft, Tesla GPUs Going to xAI, Skyryse, Financial Dementia, James Webb, Intel Lunar Lake, and Netflix

"few are willing to do the work of developing the root system"

Jun 5 •

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