Sitemap - 2023 - Liberty’s Highlights

456: Hairy Charts & Moore's Law, David Senra, Post-Inflation Pricing Power, Industry Inflection Points, Collison Brothers, Visa + Mastercard, Malaria, and Martin Scorsese

455: Rolex Pricing, Jensen & Nvidia, China Chip Ban 1.5, Costco, Google Maps to Optimize Cities, Bicycle for the Mind, and Beckham

454: Biggest Bond Crash in 150 Years, Microsoft + Activision, ARM, Wikipedia, Jimmy Buffett, Semiconductors, and Tokyo Digital Twin

453: Anthropic, Microsoft Athena AI Chip, Nvidia Strikes Back, Antitrust Catch-22, China vs Wind Power, Nobel Immigrants, EV, and JS Bach

452: Constellation Software's Big Win, Big Tech Deep Value, Excel Era, TikTok & Bytedance, Herb Kelleher, LEGO, DALL-E 3, and Melatonin

451: Mr. Beast, Zuckerberg, Disney+, Apple & Bing & Google, Jony Ive + OpenAI, Hydropower, Recycling Wind Turbines, and Studio Ghibli

450: Apple's iPhone Pricing, Hyperscalers, Google, Capital-Light Businesses, Rory Sutherland, Norway, Spotify AI, and Hitchcock

449: Amazon + Anthropic, TSMC AZ, Costco, Xero Shoes, Microsoft + Activision, Bloomberg for Sale, AI Copyright, and The Bear

448: Tyranny of Marginal Users, Twitter Paywall, Airbnb AI, Softbank, Microsoft + Nintendo?, Renaissance Tech, and Rodrigo y Gabriela

447: Nvidia vs Hyperscalers, TSMC, Tech IPOs, SpaceX & Starlink, $5bn for Old Songs, ChatGPT vs 17 Doctors, and Phoebe Waller-Bridge

Trung Phan: Solving the Twitter Puzzle, What He Learned from Rick Rubin, Christopher Nolan, AI, and more ✍️🤣🎥🎬🇻🇳🤖

446: ICE + Black Knight + Constellation, Meta, ARM IPO, Starlink & Cloudflare, Toyota, Novo Nordisk, Exoplanets, and Flipside

Meta Platforms & Mark Zuckerberg: Going Deep with Mostly Borrowed Ideas (MBI)! 🕵️‍♂️🩻

445: China's Strategic GPU Reserve, Amazon, Streamer Inflation, TikTok Tic Toc, Huberman + Ferriss, Extralingual Tastebuds, and HBO

444: Cloudflare Q2, Meta Kills Protein Folding Lab, CoreWeave + Nvidia, SpaceX, UK vs Mississippi, Energy Inflation, and Dunkirk

443: Threads too Successful?, Exxon Lithium, German TSMC Fab, ARM IPO, Roper, Uber's $31.5bn Loss, Liquid Rock, and Tony Hawk

442: LK-99, Nvidia, Peter Thiel, Twitter, Waymo, Hollywood vs YouTube, AMD + India, Wind & Solar, and Roman Industrial Revolution

441: Zuckerberg's Threads, VC Incentives, ESG Loophole, Asset Management, Superconductors, My Expenses, and Oppenheimer

440: Visa and Mastercard, Jensen, Breweries, Seth Godin, Danaher, Shopify, Norway, Richard Rhodes, Synthetic Data, and Geothermal

439: Satya Nadella, Twitter Goes X, Amazon's Kuiper, Roper, YouTube Premium, Netflix, Apple AI, TSMC, Nuclear Catch-22, and Spirited Away

438: Constellation Software Keeps Winning, Celebrating Declining Businesses, Microsoft Office Copilot, IGTV, SpaceX, and Rick & Morty

437: Paradox of Entrepreneurship, Disney to Sell ESPN?, Elon Musk xAI, FTC vs OpenAI, Sony & Microsoft, Ozempic, and American Psycho

436: Napoleon & Young Leaders, Microsoft + Activision, Jeremy Giffon, OpenAI & Meta, GPU Smuggling, Google+, and The Bear

435: Constellation Software, Twitter vs Threads, Mr. Beast, Air Travel, EVs, CANDUs, OpenAI, TSMC, and Trent Reznor

434: Meta's Threads vs Twitter, Crazy Porsche, US Energy Since 1776, Kevin Kelly, China Strikes Back, Norway, FBI, and AI Training AI

433: Twitter SNAFU, Returns on Curiosity (ROC), Nvidia, HBO & Netflix, Google Reader, Anthropic’s Claude, Fentanyl, and Dune: Part 2

432: China Chip Ban Redux, Oracle + ARM, SpaceX, Brookfield Asset Management, Canada vs USA, StableDiffusion, and Vince Gilligan

431: Where Amazon Leads & Lags, Google's Superweapon, Snapchat AI, Shopify + Adyen, SpaceX @ $150bn, Octopus Brains, and Alan Turing

430: Bytedance's Massive Nvidia Order, OpenAI App Store, Amazon Logistics & Ads, Shopify + Flexport, EV vs Hybrids, and the Beatles

429: Zuckerberg's Counter-Positioning, Voicebox, LLaMA and I-JEPA, Semiconductors, Uranium, Heat Pumps, and Spider-Verse

428: Zuckerberg's Universe, TSMC Dominance, Ford CEO Jim Farley, Toyota's EV Plans, AI Watermarking, and Hearing Loss & Dementia

427: The Founding Story of Marvel Studios, Apple Vision, Twitter vs Google, Amazon, GM+ Tesla, Huberman, Prius, and Nirvana

426: Apple Vision Pro Redux, Nvidia’s Neuralangelo, Air Quality, GPUs, Robert Caro, Twitter, Dating Apps, and It Always Feels Too Late

425: The Apple Edition: Thoughts on Vision Pro Headset, Josh Waitzkin, Wayne Gretzky, TSMC, Long-Term Investing, and Smoke Curtains

424: Sherwin-Williams, OpenAI Plans & Bottlenecks, Nvidia, Japan, Meta, Demographics, Antibiotics from AI, and Apple's VR Headset

423: Lockheed Martin, Twitter's Hotel California, Tesla + Ford, Nvidia, Adobe, India & China, Jim Keller, Andrew Huberman and Peter Attia

422: The Nvidia Edition, RAM Bottleneck, Marvel Box Office, OPEC, Manhattan Project, Unreal Engine 5.2, and Treatment for Depression

421: YouTube’s $40bn Revenue, Zaslav’s Power Law, Samsung vs Google, Apple + Broadcom, Spotify, Neeva, DragGAN, and Ozempic

Microsoft: Going Deep with Mostly Borrowed Ideas (MBI) 🕵️‍♂️🩻

420: The Battle over AI Training Data, Google’s PaLM 2, France + Nuclear, Microsoft's Fusion Deal, Global Defense Spending, and US Fertility

419: Big Tech IPOs, Cloudflare, Global Luxury, Heico + Wencor, Anthropic + Zoom, Undersea Volcanoes, and Zelda World Design

Jim O'Shaughnessy: Origin Story, Career in Finance, Groundbreaking Books, and Future with OSV 👶 🕵️‍♂️ 🏦 ✍️📚 🚀

418: Tech Comp, Twitter, Apple & Microsoft, Prompt Engineers, Taylor Swift's Logistics, David Senra, Oppenheimer, and The Diplomat

417: Google Leak on AI & Open Source, Microsoft Admits Defeat, Semiconductors, Amazon, Shopify, Todd Combs, OpenAI, and Dune 2

416: Bank Failures, AI Analogies, Hollywood Writers, IBM, Twitter, US Grid, BYD, Neural Physics, and Wes Anderson Star Wars

415: Cloudflare Q1, Apple VR Headset, Tinder for Friendships, James Dyson, Palmer Luckey, AI Fools Bank & Family, and Diplomat

414: Microsoft + Activision (RIP), AI Spam on Amazon, China vs India, Sam Zell, Google, AWS Nitro, Nat Friedman, NASA, and Dune: Part 2

Why I took the job of Head of Infinite Media at O'Shaughnessy Ventures! (OSV) 💡

413: Constellation Software, Nvidia + Stable Diffusion, Microsoft, Skunk Works, Grimes AI, STEM Shortage, Google Bard, and The Last of Us

Kevin Kelly: Excellent Advice for Living 💡🤖 📚

412: 50 Years of Video Games, StableLM, Rivian, Bayes, Sega, Steve Jobs, ChatGPT vs Google, Danny Meyer, and Hyperrealistic FPS

411: Microsoft's Athena AI Chip, Population Crisis, GPU Bottlenecks, Industrial Titans, Samsung vs Google, EU Chips Act, and Tetris

410: Disaggregating P/E, Elon Musk AI Startup, Intel Foundry + ARM, Apple Manufacturing, Mr Beast, Deepfakes, and Rick Rubin

409: Interview with Nvidia CEO Jensen Huang, Andy Jassy's Letter, ARM IPO, Google's TPUv4, HBO Max, and Video Game Development

408: AI & Alzheimer's, Steve Jobs, Why LEGO Won, Buffett on TSMC, Nintendo, BloombergGPT, Amazon, Sam Hinkie, and The Godfather

The Last of Us: Going Deep on HBO's Amazing Show with Matt Reustle and Tinkered Thinking 🍄

407: AI + Education, BingGPT Ads, Yvon Chouinard, GPU Shortage, Adobe Firefly vs Midjourney, John Carmack, Life Expectancy, and Mario

406: Tools are Thoughts, Midjourney, Alibaba, Gordon Moore’s 1975 Letter, Substack Financials, Luma AI, and Supercentenarians

405: Amazon Sidewalk, CableCos, Meta Quest Pro VR, David Senra + Acquired, Tinder, US Grid, Predicting Tokens, and Wes Anderson

404: Edge Paradox, Sonos, Microsoft Security Copilot, Amazon, Alibaba Fragments, Nvidia, Cancer, Writing Arrival, and Chris Cornell's One

403: Anti-Dystopian Credo, GPT-4 vs Google Bard, Gordon Moore, ARM's Massive Price Hike, Nintendo, Semiconductors and Classical Music

402: Nvidia GTC 2023, Constellation Software AGM, Apple AI Catch up, Senra & Munger, ChatGPT Helps Hackers, and The Offer

401: Stock Indices & The Ship of Theseus, Amazon, Emergent AI, Internet Archive, Build Fast, GPT-4, and Orson Welles

400: Microsoft Office's GPT-4 Copilot, TikTok Prisoner's Dilemma, Contagious Banks, Prestige Inflation, Midjourney V5, and The Offer

399: GPT-4 vs Humans, Meta's Cubicles, Waymo, Microsoft, Stability & OpenAI, Stripe, Diversification, Credit Suisse, and Railroads

398: GPT-4 is Here, X-Ray of Google, Buffett & Banks, Reddit, Kevin Kelly, Andrew Huberman, Product Placement, and Beatallica

397: Silicon Valley Bank, Crowdstrike Q4, Stack Fallacy, Google PaLM-E Robot, DuckDuckGo's Wikipedia LLM, Arena FPS, and Silo

396: Meta’s LLaMA, Baumol Effect, YouTube, Building AI Analysts, Doug Leone, Virtual Kidnapping, Visceral Fat, and Last of Us

395: Squeezing Big Clouds, TV vs YouTube, Constellation Software, China Censors Afraid of LLMs, ARM IPO, Creatine, and Terminator 2

394: Jerry Seinfeld, YouTube + AI & Podcasting, Rivian, F-150 EV, Self-Deterrence, Sauna Science, Sign Language AI, NSA, and MarioGPT

393: Apple, Amazon Flaws, CHIPS, Supermassive Black Holes, Tim Urban, Marc Andreessen, Fertility, Tiktok, and Batman + Fury Road

David Senra and Jimmy Soni: 'The Founders' Book Club on the PayPal Mafia 📖

Transcript: David Senra and Jimmy Soni: 'The Founders' Book Club on the PayPal Mafia 📖

392: Steve Jobs Email, Buffett, Lithium, U.S. Red Tape, Artefact, François Rochon, Alzheimer's & Obesity, and Airpods vs Marvel

391: Nvidia Q4, David Senra, Tiktok Spin?, Google on LLM Costs, Intel, Geothermal, and Apple's Blood Glucose Sensor

390: Google's 'Soft Peacetime' Culture, Enterprise Cloud Spending, Tencent, Tesla, Meta, Microsoft, MacKenzie Scott, and Chrome RAM

389: The Trade Desk Q4, Vitec, Constellation Software, Apple's Vig, Stripe, Meta & Google, Tencent, and Tetris Movie

388: Can AI be Controlled?, Okta's Most Popular Apps of 2022, Jassy's Amazon, Berkshire Drops TSMC, Onlyfans, and Detroit Pizza

387: Google's Bad Week, Topicus Q4, Bill Simmons vs Spotify, Young Bill Gates, Reddit IPO, and Ford

386: Thoughts on Cloudflare Q4, Adyen vs Stripe, x86 CPUs, Jupiter vs Saturn, Stability AI, and Master of Puppets

385: New Bing vs Google, Altman & Nadella, Adyen, Starlink's Stupid Move, and Facebook

384: Microsoft & OpenAI's AI Bing + Edge, Google's Bard AI Chatbot, The Story of HBO, Factorio, and Vitamin D

Big Tech Compensation: Going Deep with MBI

Transcript: Big Tech Compensation: Going Deep with MBI

383: Amazon Q4, Google + Anthropic & Dreamix, Tesla, H5N1, Self-Driving vs Firefighters, and The Last of Us

382: Last of Us Episode 3, ChatGPT Plus, Twitter Blue, Koyfin, Microsoft, China Ban on Solar Tech, AI-Enabled Gene-Therapy, and Heat Pumps

381: OpenAI's Army of Contractors, Amazon SSD Scam, China's Aging, Bad Gas Stove Science, iPhone Crash Detection, and The Last of Us

380: Baidu's ChatGPT, Intel's Troubles, Progressive Corp, Saunas, GitHub Copilot, Google’s MusicLM, and Radiohead

379: Constellation Software, Shopify, Stripe IPO, Tiny + WeCommerce, IBM, Semaglutide, and Rick Rubin

Interview with David Kim a.k.a. Scuttleblurb (2023 Edition: Exploration as a Service)

Transcript: Interview with David Kim a.k.a. Scuttleblurb (2023 Edition)

378: Stripe + Amazon, RxPass, Microsoft + OpenAI, Texas Instruments, Toyota, Saunas, StableDiffusion, and John Carmack

377: Constellation Software's Lumine Spin, Twitter, Tesla FSD, Peter Thiel & Bitcoin, Microsoft, Batteries, and The Last of Us

376: My Human+Machine AI Art Dream, Microsoft + AI Clippy, Google Bureaucracy, Cloudflare, Nuclear Weapons, and Sideways

375: AI's Intelligence Ladder, Sweden's Rare Earths, Cancer, Nvidia, AI Crimes, Energy Crisis, Twitter, and Princess Bride

374: My Thoughts on OpenAI's Weird Deal with Microsoft, Amazon Buy With Prime, Nvidia & China, and Flexport

373: Microsoft + OpenAI, Apple vs Qualcomm & Broadcom, EVs, Buffett Energy Bets, Plane Shortage, Cancer Vaccine, and B-21 Raider

372: Constellation & Topicus, Search Engine + LLMs, R&D, Tinder Scams, Sony + Honda EV, Leo Szilard, and Dark Matter

371: Bing + ChatGPT vs Google, Shopify Ads vs Apple ATT, Podcast Market Correction, Amazon, Buffett, SpaceX, AI Sparsity, and The Bear

370: Constellation & Lumine, OSV, Shopify Hates Meetings, Nvidia, Mining Inflation, DC District Heat, and Project Hail Mary