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470: Danaher & Roper, Netflix's Endgame, OpenAI, Honda, Amazon, Kuiper vs Starlink, Musk University, Nuclear, and Artificial Enamel
"It’s not that complicated!"
Jan 12, 2024
•
Liberty 💚 🥃
60
2
2
587: Google's AI Bundle Power, Thoughts on Gemini, Apple AI Search, xAI, TPUs + Neoclouds, Anti-Credentialism, Larry Ellison & Oracle…
"I’m not going to carry four phones!"
Sep 5, 2025
•
Liberty 💚 🥃
52
2
472: Crowdstrike Targets, OpenAI + US Military, Starlink, Bubble Psychology, Google AlphaGeometry, Hydro-Quebec, and Dragon Prince
"The pre-Internet era was so different"
Jan 19, 2024
•
Liberty 💚 🥃
54
2
3
583: R.I.P. Social Networking, Will the Real GPT-5 Stand Up?, Intel + US Gov't, Andy Jassy's Amazon, A.I. Brain Damage, Dylan Patel, Gemini…
"Welcome to the Content Roulette Era"
Aug 15, 2025
•
Liberty 💚 🥃
46
4
2
585: Going Deep on Nvidia Q2, Genie 3 Dreams, Amazon's Business Anomaly, Global Payments, AI Bubble?, ByteDance vs Meta, Google's Automated…
"The sheer logistical nightmare"
Aug 29, 2025
•
Liberty 💚 🥃
46
2
3
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
581: GPT-5: Early Verdict & Who Should Worry, 100% Tariffs on Chips, Dario Amodei & John Collison, Distress Investing, 6,552 Coal Plants…
"the traffic flows in both directions"
Aug 8, 2025
•
Liberty 💚 🥃
40
2
627: Artemis II & Astrovan, Waymo, Zuck & Demis Hassabis, Old GPUs Aging like Wine, Demis Hassabis Bio, Redrawing the Intelligence Map…
"Astronauts love traditions"
Apr 3
•
Liberty 💚 🥃
47
2
1
630: Andy Jassy's Letter, The Chips That Change AWS's Math, Sundar Pichai on Why Google Didn't Ship ChatGPT First, SpaceX's Pre-IPO…
"targeting a slow moving prey"
Apr 13
•
Liberty 💚 🥃
46
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 💚 🥃
44
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
The Thinking Box
We taught AI to think out loud. Now we have to avoid teaching it what not to say.
Jul 27
•
Liberty 💚 🥃
43
1
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