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450: Apple's iPhone Pricing, Hyperscalers, Google, Capital-Light Businesses, Rory Sutherland, Norway, Spotify AI, and Hitchcock
“the opposite of a good idea can also be a good idea”
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Liberty
449: Amazon + Anthropic, TSMC AZ, Costco, Xero Shoes, Microsoft + Activision, Bloomberg for Sale, AI Copyright, and The Bear
"History repeats itself"
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Liberty
4
448: Tyranny of Marginal Users, Twitter Paywall, Airbnb AI, Softbank, Microsoft + Nintendo?, Renaissance Tech, and Rodrigo y Gabriela
"How can you improve things if you can’t change things?"
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Liberty
8
447: Nvidia vs Hyperscalers, TSMC, Tech IPOs, SpaceX & Starlink, $5bn for Old Songs, ChatGPT vs 17 Doctors, and Phoebe Waller-Bridge
"it’s a constellation of abilities that all interact"
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Liberty
6
Trung Phan: Solving the Twitter Puzzle, What He Learned from Rick Rubin, Christopher Nolan, AI, and more ✍️🤣🎥🎬🇻🇳🤖
Listen now | Podcast #27
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Liberty
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Trungphan2
2
446: ICE + Black Knight + Constellation, Meta, ARM IPO, Starlink & Cloudflare, Toyota, Novo Nordisk, Exoplanets, and Flipside
"I met an old friend for the first time."
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Liberty
4
August 2023
Meta Platforms & Mark Zuckerberg: Going Deep with Mostly Borrowed Ideas (MBI)! 🕵️‍♂️🩻
Listen now | Podcast #26
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Liberty
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Mostly Borrowed Ideas
2
445: China's Strategic GPU Reserve, Amazon, Streamer Inflation, TikTok Tic Toc, Huberman + Ferriss, Extralingual Tastebuds, and HBO
"Our questions have leverage over our whole life."
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Liberty
4
444: Cloudflare Q2, Meta Kills Protein Folding Lab, CoreWeave + Nvidia, SpaceX, UK vs Mississippi, Energy Inflation, and Dunkirk
"Bell Labs was an anomaly."
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Liberty
8
443: Threads too Successful?, Exxon Lithium, German TSMC Fab, ARM IPO, Roper, Uber's $31.5bn Loss, Liquid Rock, and Tony Hawk
"whether quills and parchments or undersea fiber optic cables"
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Liberty
20
442: LK-99, Nvidia, Peter Thiel, Twitter, Waymo, Hollywood vs YouTube, AMD + India, Wind & Solar, and Roman Industrial Revolution
"psychic vampires that just want to drain your energy"
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Liberty
5
July 2023
441: Zuckerberg's Threads, VC Incentives, ESG Loophole, Asset Management, Superconductors, My Expenses, and Oppenheimer
"talent is a power law"
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Liberty
8
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