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487: Apple's AI Strategy, OpenAI Goes to Hollywood with Sora, Temu + Meta & Google, Poisoning AI Training Data, China's Coal, and IMAX
"There are horrors in everyone’s past."
Mar 27
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Liberty
17
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487: Apple's AI Strategy, OpenAI Goes to Hollywood with Sora, Temu + Meta & Google, Poisoning AI Training Data, China's Coal, and IMAX
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486: Nvidia NIMs Explained, Amazon Buying TikTok?, Credentialism, Cybercrime Losses, 64 Days in a Cessna, and Dark Matter
"most of the time I still feel like I’m Calvin!"
Mar 22
•
Liberty
20
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486: Nvidia NIMs Explained, Amazon Buying TikTok?, Credentialism, Cybercrime Losses, 64 Days in a Cessna, and Dark Matter
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2
485: Jensenmania and Nvidia GTC 2024, Roper Technologies Deep Dive, Nuclear Ramp Up, Humanity's Archives, We Are Legion Review
"Time is eating the past."
Mar 20
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Liberty
22
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485: Jensenmania and Nvidia GTC 2024, Roper Technologies Deep Dive, Nuclear Ramp Up, Humanity's Archives, We Are Legion Review
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484: Thoughts on TikTok, Lessons from Nvidia's Jensen, Stripe & Adyen, Telegram, Cerebras, Meta AI, Studying Expertise, and Villeneuve
"Don't mistake the thorns for the flower."
Mar 15
•
Liberty
17
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484: Thoughts on TikTok, Lessons from Nvidia's Jensen, Stripe & Adyen, Telegram, Cerebras, Meta AI, Studying Expertise, and Villeneuve
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4
483: Heico 101, Crowdstrike Deep Dive, Constellation Q4, Topicus, Stock Market Size, 1.6-Petabit Disc, Power Grid Fragility, and Dune
"does organized crime have internal counter-intelligence"
Mar 13
•
Liberty
15
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483: Heico 101, Crowdstrike Deep Dive, Constellation Q4, Topicus, Stock Market Size, 1.6-Petabit Disc, Power Grid Fragility, and Dune
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482: AMETEK Deep Dive, Ozempic GDP Impact, Perplexity AI, Stripe, Anthropic's Claude 3, Amazon AWS' Nuclear DC, and Dune 2
"Simple things that make a big difference"
Mar 6
•
Liberty
22
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482: AMETEK Deep Dive, Ozempic GDP Impact, Perplexity AI, Stripe, Anthropic's Claude 3, Amazon AWS' Nuclear DC, and Dune 2
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2
February 2024
481: Microsoft Goes Poly with Mistral, Apple Cancels Car, Google SEO Wars, Apple + Bing?, OpenAI, Helicopters, and Plutarch
"If you want quality, you need thousands of no’s for every yes."
Feb 28
•
Liberty
17
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481: Microsoft Goes Poly with Mistral, Apple Cancels Car, Google SEO Wars, Apple + Bing?, OpenAI, Helicopters, and Plutarch
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4
480: Nvidia Q4 Deep Dive, Ford EVs, Boeing vs Airbus, Post-Quantum Encryption, Microsoft & OpenAI vs Hackers, Mars in 4k, and 1917
"As usual, it’s all about expectations"
Feb 26
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Liberty
15
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480: Nvidia Q4 Deep Dive, Ford EVs, Boeing vs Airbus, Post-Quantum Encryption, Microsoft & OpenAI vs Hackers, Mars in 4k, and 1917
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4
479: Elon and I, State of the Cloud, Nvidia, Hermès, Jeff Bezos Sells Amazon, Teen Jobs, OpenAI Sora, Win a Book, and Beauty is Powerful
"Catnip to early adopters"
Feb 21
•
Liberty
27
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479: Elon and I, State of the Cloud, Nvidia, Hermès, Jeff Bezos Sells Amazon, Teen Jobs, OpenAI Sora, Win a Book, and Beauty is Powerful
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6
478: Nvidia Goes Savage, ARM, Amazon vs Temu, Wealth Creators & Destroyers, Neutrinos vs Nukes, and ChatGPT's Hidden Meta Prompt
"Humanity has vast untapped capabilities."
Feb 14
•
Liberty
19
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478: Nvidia Goes Savage, ARM, Amazon vs Temu, Wealth Creators & Destroyers, Neutrinos vs Nukes, and ChatGPT's Hidden Meta Prompt
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4
477: Cloudflare Q4, Sam's Trillions, Michael Ovitz, Brad Jacobs, Apple Vision Pro, Google Gemini, Post-Quantum Encryption, and Blackberry
"I don’t even know how to illustrate that scale"
Feb 12
•
Liberty
21
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477: Cloudflare Q4, Sam's Trillions, Michael Ovitz, Brad Jacobs, Apple Vision Pro, Google Gemini, Post-Quantum Encryption, and Blackberry
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2
476: Boring Success, Microsoft CapEx, LVMH, Nvidia, Data Center Electricity, Spotify & Joe Rogan, Tesla Model 3 Refresh, and Dragon Prince
"That’s the prize you want."
Feb 7
•
Liberty
23
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476: Boring Success, Microsoft CapEx, LVMH, Nvidia, Data Center Electricity, Spotify & Joe Rogan, Tesla Model 3 Refresh, and Dragon Prince
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8
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