Sitemap - 2024 - Liberty’s Highlights

541: Regulatory Warfare, Nvidia in Crosshairs, AI Peer Review, Honda + Nissan?, Perplexity Financials, Bell Labs, Private Billions Club, Unreal Engine 5.5, and Nirvana Jazz

540: Anduril's Defense Platform, Google's Quantum Breakthrough, Nadella, Meta's $10bn Cable, Big Tech Capex, Gemini 2.0, Opus 3.5, Apple + Broadcom, and FPS

539: Jim O'Shaughnessy's New Book, Buffett & Munger AGMs, Jeff Bezos, Perplexity, AI Funding, Modest Proposal, ASML, Sora, Sun vs Compost Heap, and Flight Simulator

Mark Nelson: New U.S. Energy Policy, Chris Wright as Sec of Energy, Oil & Gas, LNG, Gigawatt-Scale Nuclear, Batteries, and Solar (Part 2) ⚡️🔌 🛢️⛽️⚛️🔋

538: Google's Dick Move, Intel Fires Gelsinger, USSMC, Meta's 4GW of Nuclear, Bluesky, Apple M4, Morris Chang + Jensen Huang, US vs Europe, and Paul McCartney

537: Going Deep in Nvidia's Q3, Jensen in Japan, Danaher & Thermo Fisher, Apple + TSMC, M4 Chips, China's DeepSeek R1, and St. Peter's Basilica

TENET Deconstructed: ↔️ Christopher Nolan's Mind-Bending Time Thriller 🔁

536: Jensen Almost Took Nvidia Private for $15bn, AI Scaling Plateau?, Inside Elon's xAI, Semiconductors, Gwern, and Leonard Cohen

535: Constellation Software's Q3 Analysis, Microsoft+ CoreWeave, Amazon Logistics vs UPS & FedEx, Anthropic, Stockfish, and The Wild Robot

534: US Special Economic Zones, FERC vs AWS Nuclear, Zuck vs Bees, Nadella's GPUs, Inflation, Oil, TSMC, Google, Apple, and Buster Keaton

533: Apple's Two-Trillion Product, Zuck on Llama 4, TSMC, Samsung, SK Hynix, Intel, AWS AI, Close-Loop Platforms, Coffee, and Military Innovation

Mark Nelson: How AI is Forcing Big Tech to Abandon '100% Renewable' Fantasy for Nuclear Reality (Part 1) ⚡️🔌 ⚛️ 🏭 🤖

532: Perplexity Buyout Talks, Meta Search Engine, Waymo vs Tesla, OpenAI Drops Foundry Dream, Anti-Natalist Policies, Samsung, and Podcasting Era

531: Perplexity, S&P Global, Nvidia & Blackwell, ARM vs Qualcomm, Larry Summers, Floppy Disks, Intel & Altera, Runway's Act-One, Creatine, Rick Rubin, and Tori Amos

530: Netflix vs Streamers, Anthropic New Models, Is Samsung Slipping?, Tesla's Autopilot, Amazon vs Temu, Film IP + VR, and Stephen King

529: Anthropic CEO on AI Future, SpaceX Chopsticks, Tesla's Robotaxis & Optimus, Satya Nadella's Secret, Google Goes Nuclear, and Victorian VR

528: Port Automation, Indoor Air Quality, AMD's MI325X GPU vs Nvidia, From Copilot to Pilot Era, Digital Advertising, Starlink, and In Bruges

527: Zuck Trying to Osborne Apple, Orion AR, Should Nvidia Buy Perplexity?, Trader Turns $88k Into $415m and Loses It All, Curing Diabetes, Microsoft, Samsung, Semiconductors, and Leonard Cohen

The Cost of Glory with Alex Petkas: Timeless Lessons from Ancient Greece and Rome 🏛️🏺📜 🏹⚔️🦅⚖️

526: Microsoft Goes Nuclear, Qualcomm + Intel?, Nick Sleep Letters, OpenAI & Anthropic, Scale AI, T Cells vs Cancer, and SPQR

525: OpenAI’s o1-Mini, Intel Survival, Daniel Yergin, Mark Zuckerberg, Apple's 1994 Digital Camera, SpaceX, Spy Cameras, and Doom

524: New Era for Inference Compute, Jensen on Nvidia's Two Waves, Wifi, iPhone vs Microsoft, 4th Agricultural Revolution, Perplexity, and Dune

523: Success is Not Enough, Crowdstrike, AMD, Oracle AI Capex, Meta's 100k GPUs Cluster, China's VCs, OpenAI o1 Complex Reasoning Model, and LEGO Movie

522: Broadcom Q2, AWS CEO, iPhone 16, Instagram Co-Founder + Anthropic, AlphaProteo & Chai-1, Alexa's SNAFU, TSMC, and Nick Cave

521: How to Save Intel and Give U.S. its TSMC, Nvidia Antitrust Probe, 3D-Printed Blood Vessels, Internet Archive, and Gravity Falls

520: Intel the Next BlackBerry?, Gavin Baker Redux, Music Streaming is Dumb, Game Design Lessons, Palmer Luckey, and Cultural Tutor

519: Thoughts on Nvidia Q2, Crowdstrike Q2 (Post SNAFU), Intel vs AMD + TSMC, Doom AI Engine, Gavin Baker Interview, and Taiwan

518: Carl Icahn, SpaceX, Google TPUs, Cancer Vaccine, Social Media, Fossil Fuels, Ford Hits Brake on EVs, Longevity 101, and Die Hard

517: Apple's Big Mistake, Ben Thompson Interview, Nvidia Beats 30,000 Stocks Since 1925, Solar Power Flaw, Neuralink, Midjourney, and Rudy

516: Perplexity Financials + Apple M&A, Intel Passed on 30% of OpenAI, TSMC, Zuckerberg, Microsoft, China's Starlink, Oil & Gas, and Psilocybin

515: Nvidia's Jensen & Meta's Zuck Q&A, Software is New Hardware, Taiwan Silicon Shield, Investing Fees, Mercury's Diamonds, Coffee Grinder

514: Zuck’s AI Strategy, SearchGPT vs Google, GE & Danaher Follow-Up, Neutron Star, Deep Sea Dark Oxygen, And Howl’s Moving Castle

513: GE & Danaher, Samsung SNAFU, Wiz & Google, OpenAI + Broadcom, Ozempic Economics, Meta's Llama 3.1, Immunotherapy, and The Bear

512: Crowdstrike's Very Bad SNAFU, Meta vs EU, Anduril & SpaceX, OpenAI's GPT-4o Mini, Sam Walton, LLMs + IRS, and Karate Kid

511: Zuckerberg Interview, Amazon vs Temu, Lisu Su & AMD, Apple vs Meta, Peter Thiel, Starlink Mini, Sauna, Espresso, and The Killer

Semiconductors Industry: Going Deep with Mostly Borrowed Ideas (MBI) on TSMC, Texas Instruments, Nvidia, Intel, Hyperscalers, etc

510: EU Theft?, AI Datacenters & Energy Bottlenecks, Elon Musk Drops Oracle, GPU Smuggling, Meta Threads, and Dark Matter

509: ASML's $700m <1nm Machine, Modest Proposal, EU Regulating Itself Out of the Race, OpenAI vs Microsoft, Apple, and Jupiter

508: Anxious Investors, Microsoft Security, Meta + Apple, Perplexity, Automating iPhone Production, Novo Nordisk, and Inside Out 2

507: Jensen Signing Stuff, Anthropic Takes the Lead, Apple AI Polyamory vs OpenAI, Market Concentration, WiFi, SSI, and Dune Scale

506: Jensen's Worry, Apple AI + Google TPUs, Big Tech, S&P 500 as a VC Fund, Passive Investing, YouTube, Antibiotics Resistance, and Contact

505: Fiber, OpenAI vs Apple, Eric Schmidt’s Secret AI Military Drones, How China Circumvents GPU Ban, What is an NPU?, and Dark Matter

504: Deep Dive in Apple's AI Strategy, OpenAI, Nvidia's Jensen and Patrick Collison, Elon Musk, Google TPU, KIA EV3, and Paperman

503: Nvidia Rubin, Microsoft, Tesla GPUs Going to xAI, Skyryse, Financial Dementia, James Webb, Intel Lunar Lake, and Netflix

502: Boring Quality Investing, Pepsi's Soviet Submarines, Nvidia's Cloud, Consuelo Mack, Guidewire, Canadian Oil, and Apollo Project

501: Elliott vs Texas Instruments, Nvidia Regrets, Elon Musk's xAI, Mercedes & Polestar EVs, Fiber, Noise-Cancelling, China Semiconductors, and Disney

500: Nvidia Q1 & Blackwell, Cloud to $1 Trillion, Microsoft CapEx, Hard Drive Industry, ASML & TSMC Killswitch, Fertility (Again), and Futurama

499: Microsoft vs OpenAI, Google UX, Anthropic Hires Instagram Founder, Musk + Oracle, Chinese EVs, Peak Coffee, Gene Therapy, $20bn Fabs, and Hans Zimmer

498: Constellation Software Annual Meeting & Q1, OpenAI GPT-4o + Apple, Databricks, Intel + Apollo, Google AlphaFold 3, and Solar Storm

497: Apple + OpenAI & Google, Smile Direct Club vs Align, Amazon Ads, Temu, XPEL Update, Crowdstrike, Banning Meat, and Fallout

496: Cloudflare Q1, AMETEK 101, AWS + Crowdstrike, Las Vegas Sphere, Nuclear, Synesthesia, and Derek Sivers

495: XPEL and Anchoring Bias, Apple + OpenAI & Google, Global Coal Fleet, Helium, Sean Feeney, Music, and The Sopranos

494: Big Tech Capex, Google & Meta Q1, Tesla Dojo vs Nvidia, Fertility, Framed by AI, and Fraud

493: Texas Instruments Deep Dive, Adversity, Google Waking Up, Non-Compete, Silicon Graffiti, Microsoft Phi-Mini, and Geothermal

492: Zuckerberg Interview, Ed Thorp, Streamers, CEO Transitions, Llama 3, Gameboy Engineering, Energy Scale, Dark Matter, and Reznor

491: David Senra's Theme Song, Domino Effect, Andy Jassy's Amazon Letter, Quality Investing, Roman Trade Routes, and Books

490: TSMC & Hungry Datacenters, Marketing to AIs, Patrick Collison & Stripe, Ringtone Empire, Bee Apocalypse, Magnesium, and Rome

489: Music's ChatGPT Moment, Suno AI, Discord, Perplexity, Coffee Empire, xAI vs Tesla, Congress Bans MS Copilot, and Beauty

488: The Evolution of Software Bloat, OpenAI, Microsoft's $100bn AI Supercomputer, Cookware, and Vinyl

487: Apple's AI Strategy, OpenAI Goes to Hollywood with Sora, Temu + Meta & Google, Poisoning AI Training Data, China's Coal, and IMAX

486: Nvidia NIMs Explained, Amazon Buying TikTok?, Credentialism, Cybercrime Losses, 64 Days in a Cessna, and Dark Matter

485: Jensenmania and Nvidia GTC 2024, Roper Technologies Deep Dive, Nuclear Ramp Up, Humanity's Archives, We Are Legion Review

484: Thoughts on TikTok, Lessons from Nvidia's Jensen, Stripe & Adyen, Telegram, Cerebras, Meta AI, Studying Expertise, and Villeneuve

483: Heico 101, Crowdstrike Deep Dive, Constellation Q4, Topicus, Stock Market Size, 1.6-Petabit Disc, Power Grid Fragility, and Dune

482: AMETEK Deep Dive, Ozempic GDP Impact, Perplexity AI, Stripe, Anthropic's Claude 3, Amazon AWS' Nuclear DC, and Dune 2

481: Microsoft Goes Poly with Mistral, Apple Cancels Car, Google SEO Wars, Apple + Bing?, OpenAI, Helicopters, and Plutarch

480: Nvidia Q4 Deep Dive, Ford EVs, Boeing vs Airbus, Post-Quantum Encryption, Microsoft & OpenAI vs Hackers, Mars in 4k, and 1917

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

478: Nvidia Goes Savage, ARM, Amazon vs Temu, Wealth Creators & Destroyers, Neutrinos vs Nukes, and ChatGPT's Hidden Meta Prompt

477: Cloudflare Q4, Sam's Trillions, Michael Ovitz, Brad Jacobs, Apple Vision Pro, Google Gemini, Post-Quantum Encryption, and Blackberry

476: Boring Success, Microsoft CapEx, LVMH, Nvidia, Data Center Electricity, Spotify & Joe Rogan, Tesla Model 3 Refresh, and Dragon Prince

475: Roper & Ametek (+ Danaher, Mettler Toledo, Heico, Transdigm, etc), Amazon & Meta & Google Q4, Apple Vision Pro, and The Sopranos

474: Apple Cloud Gaming, Elon Musk vs Tesla & OpenAI, LVMH, Dialup Era, Batteries, Chip Smuggling, Neuralink + Humans, and Malaria Vaccine

Sicario by Denis Villeneuve: Going Deep with Ed William and Dylan O'Sullivan 🎥 🎬 🎞️ 🍿

473: Zuckerberg King of GPUs, Meta's AGI, Reddit IPO, Netflix Sacred Cows, Apple Vision Pro, EV Charging, China Stocks, and Allulose

472: Crowdstrike Targets, OpenAI + US Military, Starlink, Bubble Psychology, Google AlphaGeometry, Hydro-Quebec, and Dragon Prince

471: Relative Valuation, Perplexity AI, RIP Artifact, Hertz Sells Teslas, Marc Andreessen, DARPA Plane, Uranium, LEDs, and Jake Gyllenhaal

470: Danaher & Roper, Netflix's Endgame, OpenAI, Honda, Amazon, Kuiper vs Starlink, Musk University, Nuclear, and Artificial Enamel

469: The Market's Goal, Synopsys + Ansys, Nvidia, Spyderco, Intel AI Spin, Nuclear Arsenal Forgotten Secrets, Recessions Since 1860, and Searching for Bobby Fischer

Interview with David Kim a.k.a. Scuttleblurb (2024 Edition)

468: Investing Results, Elon Musk Bio, GitHub Copilot, Volkswagen EVs, LinkedIn & Azure, Starlink, Nuclear Floppies, and iPhone Security