Subscribe
Sign in
Home
Podcast
Notes
Interviews
Archive
About
Latest
Top
Discussions
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
25
5
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
8
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
September 2025
592: Mark Leonard Resigns, Four Tech Kingdoms, AI Capex Eating the World, US Healthcare, Apple + Intel, GDPval, Cloudflare, Testosterone…
"a rare gem in this world."
Sep 26
•
Liberty
32
3
591: The Circular AI Economy, Nvidia's $100bn Deal with OpenAI, Constellation Software's AI Call, Hyperscalers & ASICs, Oracle Buybacks…
"From picks & shovels salesman to kingmaker?"
Sep 24
•
Liberty
29
11
590: Constellation Software vs AI, Google's Next Big Splash, YouTube's $100bn Payout, TikTok Deal?, ChatGPT Real-World Use, and Cheese
"vibe code the software that goes into a pacemaker"
Sep 17
•
Liberty
29
4
589: Oracle's Half-Trillion Gambit, OpenAI, Microsoft + Anthropic, YouTube Unlocks New TAM for Every Video, the Nuclear Option, Twitter's…
"Engineered reflexivity!"
Sep 12
•
Liberty
35
2
588: Google's AI Money Machine, OpenAI + Broadcom, AWS + Anthropic XPUs, Nvidia H20, Europe's A/C Deaths, El Segundo Roundtable, Veo 3, Dan…
"the survivorship filter of thousands of years"
Sep 10
•
Liberty
25
4
587: Google's AI Bundle Power, Thoughts on Gemini, Apple AI Search, xAI, TPUs + Neoclouds, Anti-Credentialism, Larry Ellison & Oracle…
"I’m not going to carry four phones!"
Sep 5
•
Liberty
51
586: Schrödinger‘s Company, Public Market Ghost Town, Meta + Google & OpenAI, John Malone, DeepSeek, Nvidia vs Huawei, Casey Handmer, Nano…
"First comes the verdict, then the trial"
Sep 3
•
Liberty
23
4
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
