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621: Going Deep on Nvidia GTC 2026, Agentic Era, Groq Strategy, OpenClaw Hype, The Android of Self-Driving, 1990 Video Store Simulator…
"Strange to think about the path dependency"
Mar 18
•
Liberty
19
2
1
620: Will Nvidia be the West's Open Source Champion?, Meta's Custom Silicon Bet, Mark Leonard Health News, Google AI's Flaws, American…
"cooking with magnets never stops being cool"
Mar 13
•
Liberty
36
619: Constellation Software Q4, Who Would Buy AMD, Anthropic Amicus, Ground Robotic Warfare, Lithium Deficiency and Alzheimer's, GPS…
"belongs among the moral catastrophes"
Mar 11
•
Liberty
28
5
2
618: Nvidia + Photonics, Meta as Semi Swing Voter, China's TSMC Plan, John Arnold, Asianometry, CoWork, Indian Point Nuclear, Replacing…
"invisible, even to those interacting with the output."
Mar 9
•
Liberty
41
617: Claude's Moment, Jensen's Chequebook, GPT-5.4, Nvidia + HBM, OpenAI + The Trade Desk, John Arnold, Cursor the Next Perplexity?, Sony…
"Friction is a tax on good habits."
Mar 6
•
Liberty
40
4
2
616: Nvidia Dethrones Apple at TSMC, Coase Conjecture and AI Lab Profits, Boots on the Ground vs Panopticon, BART Applied Economics, Apple’s…
"The calculus of repression is changing"
Mar 4
•
Liberty
23
7
February 2026
615: Nvidia Q4, Ben Evans on AI Economics, Meta + Google TPUs, China Solar at 1TW/Year, Anthropic vs DoD, AWS Outages, METR, Sora, and Marty…
"none of that guarantees the AI labs will capture much of that value"
Feb 27
•
Liberty
46
2
614: Anthropic vs Chinese AI Labs, Private vs Public Markets, OpenAI, Stripe + Paypal, Meta + AMD, Perplexity, Data Center Video Game, and…
"he joys of unconditional love and having a clear purpose in life"
Feb 25
•
Liberty
30
613: OpenClaw, OpenAI's $100bn Raise, Meta + Nvidia, Blue Origin TeraWave, Boris Cherny, Cursor, Datacenter Electricity, Creatine for…
"permanent outcomes based on temporary factors?"
Feb 20
•
Liberty
38
1
612: Anthropic Bull & Bear, Jeff Dean's Mind, Codex Spark & Qualitative Speed, Adults Out-Scrolling Kids, ChatGPT's Authority Laundering…
"What does that even mean anymore?"
Feb 18
•
Liberty
24
6
1
Interview with David Kim a.k.a. Scuttleblurb (2026) 📈📉📊💰💸
Podcast #37
Feb 13
•
Liberty
17
4
3
39:15
611: The Escher Hands Era, Trust Paradox, AI Coding, Software Biz, Dylan Patel, Sleep Deprivation's Cruelest Trick, 500 Open Source Flaws…
"I didn’t pick the name ‘Liberty’ randomly."
Feb 11
•
Liberty
33
2
2
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