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564: OpenAI’s Ad Strategy, Why Nvidia Wins Again, Softbank's $350bn Oops, Jony Ive, Jeff Dean, Microsoft Cost Discipline, Crowdstrike’s CEO…
"Small choices, massive consequences."
9 hrs ago
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Liberty
11
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Liberty’s Highlights
564: OpenAI’s Ad Strategy, Why Nvidia Wins Again, Softbank's $350bn Oops, Jony Ive, Jeff Dean, Microsoft Cost Discipline, Crowdstrike’s CEO, and David Milch
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6
563: The 5.5 Million-Percent Man, OpenAI vs Microsoft, Netflix & HBO, Cliff Sosin & Carvana, ChatGPT Energy Use, CRISPR Pigs, and Andor
"The theory explain everything — except why no one else can replicate it!"
May 7
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Liberty
29
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Liberty’s Highlights
563: The 5.5 Million-Percent Man, OpenAI vs Microsoft, Netflix & HBO, Cliff Sosin & Carvana, ChatGPT Energy Use, CRISPR Pigs, and Andor
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6
562: Big Tech as Nations, Amazon’s GPU Hunger Games, Cadence & Synopsys, Google + SpaceX, Todd Graves, Zuck Interview, ChatGPT Surgery…
"Empires of Code, if you will."
May 2
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Liberty
18
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Liberty’s Highlights
562: Big Tech as Nations, Amazon’s GPU Hunger Games, Cadence & Synopsys, Google + SpaceX, Todd Graves, Zuck Interview, ChatGPT Surgery, Chokepoint Map, and Dolphin LLM
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6
April 2025
561: Is OpenAI Winning the AI Race?, The Next Social Layer, Returns on Agency, China Semicap Megamerger, Retina to Brain, Nuclear Power…
"the highest-agency hunter-gatherer"
Apr 30
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Liberty
23
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Liberty’s Highlights
561: Is OpenAI Winning the AI Race?, The Next Social Layer, Returns on Agency, China Semicap Megamerger, Retina to Brain, Nuclear Power, Andor, and Lakers Legacy
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12
560: AI Economic Impact and Bottlenecks, Nvidia's Real Risks, Huawei, TerraVest, TSMC-Intel, Llama 4 SNAFU, Small Biz Apocalypse, Musk Bored…
"The Californianess of everything was turned to eleven!"
Apr 18
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Liberty
20
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Liberty’s Highlights
560: AI Economic Impact and Bottlenecks, Nvidia's Real Risks, Huawei, TerraVest, TSMC-Intel, Llama 4 SNAFU, Small Biz Apocalypse, Musk Bored of Tesla, Ovitz, and The Last of Us
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4
559: Nvidia, OpenAI Social Network, E-Commerce Peak, TSMC's $40bn Bet, Jamie Dimon on Cash & Fraud, Bezos Bulldogs, Manufacturing & Trade…
"incredibly precious currency called trust"
Apr 16
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Liberty
33
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Liberty’s Highlights
559: Nvidia, OpenAI Social Network, E-Commerce Peak, TSMC's $40bn Bet, Jamie Dimon on Cash & Fraud, Bezos Bulldogs, Manufacturing & Trade, and Dehydration
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17
558: Compute Per Capita, OpenAI, Tiktok, Perplexity, Oil Masterclass, Alberta Natural Gas, xAI, Anthropic, Jensen Huang Interview, TSMC 2nm…
"We've built planetary-scale applications"
Apr 2
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Liberty
24
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Liberty’s Highlights
558: Compute Per Capita, OpenAI, Tiktok, Perplexity, Oil Masterclass, Alberta Natural Gas, xAI, Anthropic, Jensen Huang Interview, TSMC 2nm, and Hans Zimmer
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7
March 2025
557: BYD’s 5-Minute Megawatt Flash-Charging, China's Wild EVs, CEO Incentives, TSMC U.S. Fabs Economics, Cloudflare's AI Labyrinth, Google…
"like a shiny new kitchen without a chef"
Mar 26
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Liberty
23
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Liberty’s Highlights
557: BYD’s 5-Minute Megawatt Flash-Charging, China's Wild EVs, CEO Incentives, TSMC U.S. Fabs Economics, Cloudflare's AI Labyrinth, Google Gemini 2.5, and Reinventing Hollywood
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11
556: Thoughts on Nvidia's Roadmap & Competitive Position, Blackwell & Rubin, Intel Consortium?, OpenAI Building the AI Giant, Music, Bad…
"you couldn’t give Hoppers away"
Mar 24
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Liberty
20
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Liberty’s Highlights
556: Thoughts on Nvidia's Roadmap & Competitive Position, Blackwell & Rubin, Intel Consortium?, OpenAI Building the AI Giant, Music, Bad Nobel Prizes, and The Thinking Game
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7
555: Apple Needs a Reboot, Terravest Transformational Acquisition, AWS Trainium vs Nvidia, China Locks Down DeepSeek, Google Gemini Deep…
"learn to hear our own voice amid the noise"
Mar 19
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Liberty
19
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Liberty’s Highlights
555: Apple Needs a Reboot, Terravest Transformational Acquisition, AWS Trainium vs Nvidia, China Locks Down DeepSeek, Google Gemini Deep Research, The Brutalist
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13
554: Swinging the Machete vs Sprinting Up the Trail, Guy Gottfried & Terravest, TSMC + Intel JV with Nvidia, AMD, Broadcom, Qualcomm, Sonos…
"operating leverage cuts both ways"
Mar 14
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Liberty
18
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Liberty’s Highlights
554: Swinging the Machete vs Sprinting Up the Trail, Guy Gottfried & Terravest, TSMC + Intel JV with Nvidia, AMD, Broadcom, Qualcomm, Sonos, BYD, Texas Goes Nuclear, and Korean Fertility
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6
553: Deep Research Needs Paywall Credentials, Google Could Crush It, Sarah C. Paine on Tariffs, Amazon’s 750,000+ Robots, Canada + CANDU…
"this flips our usual understanding of consciousness"
Mar 12
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Liberty
22
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Liberty’s Highlights
553: Deep Research Needs Paywall Credentials, Google Could Crush It, Sarah C. Paine on Tariffs, Amazon’s 750,000+ Robots, Canada + CANDU, Protein & Muscles, and Cinematic Masterpieces
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20
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