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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
17
2
A Knight of the Seven Kingdoms: Going Deep with Tinkered Thinking and Jameson Olsen ⚔️🥚🛡️🏰🐴
Listen now | Podcast #38
Apr 27
•
Liberty
10
1
1:28:54
632: My Wishlist for Apple's New CEO, Jassy Learns from Jensen, $100bn for AWS, Opus 4.7, Megaprojects Capex, GPT‑5.4‑Cyber, The Next…
"A premium experience without annoying papercuts"
Apr 22
•
Liberty
22
631: How Meta Can Win vs ChatGPT, SpaceX IPO, Mythos Cyber & Bio, Ray Tracing LASIK, Amazon + Globalstar vs Starlink, Slowing Down Light…
"Zero meters per second."
Apr 15
•
Liberty
30
5
630: Andy Jassy's Letter, The Chips That Change AWS's Math, Sundar Pichai on Why Google Didn't Ship ChatGPT First, SpaceX's Pre-IPO…
"targeting a slow moving prey"
Apr 13
•
Liberty
46
629: Mythos vs World: The Model Too Good to Release, GPU Rich vs GPU Poor Leaderboard, Meta's Back With Muse Spark, Greg Brockman, Artemis…
"How is the NSA looking at this?"
Apr 10
•
Liberty
42
4
628: Apple’s Air Traffic Controller Strategy, Anthropic's $30bn ARR + TPU Deal, Meta's Leaderboard, Berkshire Hathaway’s Mountain, Visa…
“are you competing against Costco’s hotdog?"
Apr 8
•
Liberty
27
4
1
627: Artemis II & Astrovan, Waymo, Zuck & Demis Hassabis, Old GPUs Aging like Wine, Demis Hassabis Bio, Redrawing the Intelligence Map…
"Astronauts love traditions"
Apr 3
•
Liberty
46
2
1
626: ARM's Not Just IP Anymore, From Magnificent 7 to Hateful 8, Benedict Evans, Netflix Pricing, Microsoft, Inference Bandwidth, Snob…
"You’re a strategy taker, not a strategy setter."
Apr 1
•
Liberty
26
4
1
March 2026
625: Google TurboQuant, Karpathy’s AI Psychosis, Anthropic's Tight Compute, Memory Stocks, Jensen as VC, xAI's Exodus, Texas Batteries…
"The Japanese have a word for this"
Mar 27
•
Liberty
41
2
624: How Waymo Actually Works, Jensen's Big Bet, Canada's Lost Decade, Secret Soviet Space Cannon, Claude's Domesticated Claw, Chinese Wifi…
"Of course he dominated. That’s what gods do."
Mar 25
•
Liberty
31
12
623: AI Compute Bottlenecks, Constellation Software AI Podcast, Cowork, Greg Brockman, Dylan Patel, Anthropic's Culture, Sociopath Seesaw…
"I have this theory that I call the ‘sociopath seesaw’."
Mar 23
•
Liberty
35
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