Liberty’s Highlights

285: Nvidia Q1, VMware + Broadcom, Cloudflare S-Curves, 70% Inflation, Fertilizer Prices, EV Charging, Microsoft's Keystone, and AWS' Graviton 3 ARM CPUs

284: Amazon Excess Capacity, Elastic + AWS, Weaponized Starvation, Shopify's Tobi Lütke, Cloudflare's Evolving Bundle, and Fertility

283: 100 Big Tech Employees vs OPEC, TSMC + Apple, March 2020 vs Now, Cloudflare's Platform-Building, Buffett, Dan McMurtrie, SpaceX, and Hiring Freeze

282: Amazon, Cloudflare's Meta-Product, Stripe & Databricks, Nintendo, AI-Tailored Media, 1993 AT&T Ad, Google Subsea Fiber, and Video Games as 'Literature'

281: Mark Leonard's Letters, SAAS Multiples, Commodity Producers' CapEx vs Capital Returns, Microsoft, Google's TPUv4, and Jurassic Park's CGI

280: NASDAQ Crashes since 1988, Nvidia's A.I. Era, Cable's ROI Arbitrage, 2021 ARM Results, Zoom, Roper $3bn Divestiture, 2 Billion Years Old Nuclear Reactor

279: Mark Leonard's $1bn Thermal Oil Idea, Twitter Fires Kayvon, Elon Musk on Everything, Trade Desk Q1, Ted Weschler, Germany's LNG, and the UK's Nuclear

278: Bubbles, TSMC Pricing Power, Elon Musk & Content Moderation, Tiger Global, Netflix Ad-Supporter Tier & Password Crackdown, and Intel vs Nvidia

Cedric Chin: What Operators can Teach Investors, the Study of Expertise, Knowledge Shields, and More (Podcast #10)

Transcript: Podcast #10 with Cedric Chin

277: Constellation Software Capital Deployment, Cloudflare Q1, Data vs Opinion-Driven Decisions, Tech & Media Stocks in 2022, and Russia's Oil & Gas

276: Market Crash, Why Gaming isn't 'Tech', Opportunity Cost & Alpha, Regenerative Therapies, a Passwordless Web, and Rebranding nuclear power