616: Nvidia Dethrones Apple at TSMC, Coase Conjecture and AI Lab Profits, Boots on the Ground vs Panopticon, BART Applied Economics, Apple’s 2025 Scorecard, Uranium, and Catchlights
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 Supreme
614: Anthropic vs Chinese AI Labs, Private vs Public Markets, OpenAI, Stripe + Paypal, Meta + AMD, Perplexity, Data Center Video Game, and Dunk & Egg
613: OpenClaw, OpenAI's $100bn Raise, Meta + Nvidia, Blue Origin TeraWave, Boris Cherny, Cursor, Datacenter Electricity, Creatine for Cognition, and A Knight of the Seven Kingdoms
612: Anthropic Bull & Bear, Jeff Dean's Mind, Codex Spark & Qualitative Speed, Adults Out-Scrolling Kids, ChatGPT's Authority Laundering, and Haptic Visuality
Interview with David Kim a.k.a. Scuttleblurb (2026) 📈📉📊💰💸
611: The Escher Hands Era, Trust Paradox, AI Coding, Software Biz, Dylan Patel, Sleep Deprivation's Cruelest Trick, 500 Open Source Flaws, and Jonathan Tepper's Memoirs
Trillion Dollar Club with Mostly Borrowed Ideas (MBI): Nvidia, Apple, Google, Microsoft, Amazon, TSMC, Meta, Broadcom, and Tesla 🏆💰📈🤖🚀
610: Jensen on Everything, Apple + Google, Claude Cowork, Jim O'Shaughnessy & Jimmy Soni, GPT Solved 3 Erdős Problems, Software Guitar Amps, and NYPD Blue
609: ChatGPT Health & the Democratization of Medical Knowledge, Nvidia + Groq, Reed Hastings, Dan Wang, The Invisible Cognitive Tax, Green Tea, and Bruce Springsteen
608: Clean Fuel vs. Dirty Fuel, Lobster RAM, Nvidia’s Vera Rubin, AI Skepticism, Venezuela’s Oil, Fake Whistleblowers, Open Source Self-Driving, and Stratocasters
