Sitemap - 2026 - Liberty’s Highlights

662: Testing Muse Like a Maniac, Meta vs Amazon, Nvidia’s Moat Moves Outward, OpenAI Says It Solved 100 Math Problems, Opus 5.5 & GPT-6 Sol and Luna, Sherlock vs. Sherlock, and Competing With Mozart

The Brain is the Replaceable Part

661: OpenAI’s Defense Factory, Amazon’s Qualcomm Deal, AIs Emailing Philosophers, China’s 3-Year HBM Gap, Nvidia’s Anthropic IPO Math, Google Meets Claude, Light at 5 km/h, and Star Wars in IMAX 70mm

Seeding Future Nostalgia

660: Nvidia’s $99B Portfolio, Agents for Couples, 400,000 GPUs Need Power, Zach Dell’s Turtles, ASML’s Bigger Stencil, Token Heists, Where’s Google?, Math Breakthroughs, and Seeding Future Nostalgia

Living One Model Ahead

659: Elon Offers Jensen What Hyperscalers Won’t, $430B Backlog + Zero Data Centers, Meta’s AI Comeback, Grok Bot: iMessage for AI Agents, 7 Anti-Powers, CDs Are Back?!, and 13 Years of Ben Thompson

658: The Fed Thinks in Tokens, CrowdStrike’s AI Upsell, Gavin Baker: “Thank You, Jensen,” Claude Enters the Physical Lab, Abliteration Lobotomizing Models, China’s Mock Taipei, and Master of Puppets

657: Nvidia Q2, $279B Capacity Grab + Hugging Face, Ukraine’s Skunk Works, HEICO Preps for 10x, Helsing’s Machine War, Google Goes to Oz, Army Microreactors, and Nolan Interviews Lucas

656: Google vs. Nvidia’s Full Stack, OpenAI’s Spicy Jalapeño, Moderna’s $500K Cancer Bet, Google Maps, I Apparently Like Grok Now, Altman’s AI Bottlenecks, a Tiny AI Scientist, and Metallica

655: $38M Hardware Heists, Datacenter NIMBYs, Nvidia’s Hidden Price Cuts, Kalanick on Chaos, Visa/Mastercard’s AWS Play, Meta Rents Microsoft AI, $150B Scam Economy?, Ted Lasso, and Project Hail Mary

654: Moderna’s Cancer Vaccine, Will We Ever Have Enough Compute?, Google Buys Spirit’s Data, Mythos vs Crypto, the Gigawatt Queue, Helium Browser, and Edge of Tomorrow: Verdun

AI Is Becoming a Compiler for Intelligence

653: Jensen Commoditizes Capital, Constellation’s Dark Matter, Meta’s AI Tax Base, Intel’s $20bn, Westinghouse IPO, AI Audits Science, Cybersecurity Reflexivity, Jeff Dean, and Beatles 4x Biopics

652: Rocks Are Made of Air?!, Google Brain Drain Hits Legends, Old Compute Ages Like Wine, Claude Designs Its Own Chips, Amazon $50B OpenAI Bet, Meta Prices Coding Data, Voice-Clone Hedge Fund Attacks

651: Darth Vader Wants to Lead the Rebels, Starlink Gobbles Falcon 9, Amazon’s $220B AI Bet, Claude Presses Delete, GPT-5.6 Induced Amnesia, AI Needs a Black Box, and Band of Brothers Belongs in IMAX

Wait. Rocks are made of air?! 🪨

🍇🍷 When Old Compute and Data Get Better With Age 💾💻

650: Revenge of the Blue Collars, Tokenmaxxing is Out, GPT-5.6 Cuts Its Own Costs, Why Slower Memory Was 3.45× Faster, Groq's Return on Luck, Google’s AlphaFold Brain Drain, and IMAX Archeology

649: China’s DUV Machines vs ASML, Opus 5’s Intelligence & Impenetrability, Roper Buys Itself, Vibe-Coded Software Pain, Spoiler-Aware AI, Ambient Learning, Frozen Fertility, and Nolan’s IMAX Mirrors

The Thinking Box

648: Six Years, China’s Open-Model Leverage, Why Steve Jobs Fired Board Members, AI’s Two Workforces, IMAX 70mm Archaeology, Auto-Translation Everywhere, What Is Google Doing?, and My War-Film Project

Why Your Mentors Seem Less Impressive Over Time

Start Here

Escape Velocity from Planet Average

647: AI Labs Nationalized by Vibes, Nvidia's RAM Double-Dip, GPT-5.6, Codex's Taste Economy, OpenAI's Valuation Math, The Violent Inside of a CT Scanner, Modern Sunscreen, and Billy Corgan

Logtime: Why Years Feel Shorter as You Get Older

646: Apple's RAM Price Shock, OpenAI & Broadcom's Jalapeño, Micron's Wild Ride, Europe's A/C War, Cloudflare, Meta, Childcare, Rare Earths, Prime's 200M, Why Years Feel Shorter, and Why 4K is 2K

Learning to Notice Color 🎞️🎨

645: How China's AI Punches Above Its Capex, Google's Brain Drain, Neural Software, SpaceX's $6.3B Compute Deal, A24, Five Gens of TPUs, Amazon's Robots Learn English, and Three Beams of Light

644: Apple + Intel, OpenAI's IPO Financials, Tim Cook's RAM Headache, Benedict Evans Interview, Snap AR Glasses, What is Google Doing?, Midjourney Scanner, Codex, MilGrok, and Ada Palmer & Machiavelli

643: SpaceX Goes Shopping ($60B for Cursor, What Next?), Bring Your Own Tokens Might Save SaaS, Shotwell's 0.1%, Optimization Era, AI Token Subsidies, Solar + Wind > Gas, and Dave Grohl

642: Mythos & Fable (Same Brain/Different Chains), Tokens-per-Watt, Nvidia's Financial Q&A, Google + SpaceX, Leopold's $20bn at 24, Heat vs Guns, Mosquito Bachelors, and WarGames

641: Recursion Starts at Home, AI Science Breakthroughs, Nadella on Microsoft's New Strategy, Meta's Fortnite Mode, Ford Energy, Bot Net, Mythos Expansion, and The Doritos of Filmmaking

640: Nvidia Invades the PC, SpaceX is Really a Neocloud, Frontier Token Math, OpenAI = Dropbox?, RAM, Meta AI Insta Hack, Google's 64 Million Mosquitoes, and Led Zeppelin

Project Hail Mary Explained: Book vs Movie (Spoilers, Science & Why Rocky Works) 🧑‍🚀🚀⭐🦠🪨

639: Nvidia's Q1, TSMC as the Accidental Central Bank of AI, Jensen Wants the CPU Market Too, Anthropic’s CFO Krishna Rao, Gavin Baker, Jane Street, Cloudflare + Mythos, Drone Wars, and Apollo 13

638: Constellation Software's 2026 AGM, Karpathy Joins Anthropic, Demis Hassabis as Angel Investor, Pre-1931 LLM, Smartphones & Fertility, Brain Age & StarCraft, Earth Tides, and Groundhog Day

637: Cyber Attack Capabilities Doubling Time, Mira Murati's AI, Constellation's $1.6B Spree, Claude's Inner Monologue, OpenAI Daybreak vs Mythos, 2010s Dads vs 1960s Moms, and TikTok vs Cinema

636: Amazon Tokenmaxxing, Seats + Meters, Musk’s $119bn Terafab, OpenAI's $31bn to Microsoft, Ontario Nuclear Build-Out, Sub-2-Hour Marathon, AI-Built Cyberattack, and Butch Cassidy

635: Elon Musk's 180 on Anthropic, Hyperscaler Capex & When the Customer Becomes the Bank, Fairfax Financial, Big Tech earnings, S&P Global and Moody’s, Brookfield Nuclear, and Claude Dreams

634: The AWS Chipmaker IPO, Tokens Schmokens, Apple's TSMC Problem, Unreasonable Hospitality, YouTube's Terrible Parental Controls, Datacenters, Knife-Making, and Tricks to Fool You

633: AI’s All-You-Can-Eat Era is Ending, Google's Two-Chip TPU Strategy, OpenAI & Microsoft's New Deal, Musk's AI Reboot, SpaceX AI & Cursor, My Thoughts on GPT-5.5, and Pancreatic Cancer Vaccine

A Knight of the Seven Kingdoms: Going Deep with Tinkered Thinking and Jameson Olsen ⚔️🥚🛡️🏰🐴

632: My Wishlist for Apple's New CEO, Jassy Learns from Jensen, $100bn for AWS, Opus 4.7, Megaprojects Capex, GPT‑5.4‑Cyber, The Next LASIK?, and The Talented Mr. Ripley

631: How Meta Can Win vs ChatGPT, SpaceX IPO, Mythos Cyber & Bio, Ray Tracing LASIK, Amazon + Globalstar vs Starlink, Slowing Down Light, Claude Cowork, and 10,000 Live Shows

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 Financials, Hidden Costs Inside Each Token, Gmail E2EE, and Macs

629: Mythos vs World: The Model Too Good to Release, GPU Rich vs GPU Poor Leaderboard, Meta's Back With Muse Spark, Greg Brockman, Artemis II, and Lady Bird

628: Apple’s Air Traffic Controller Strategy, Anthropic's $30bn ARR + TPU Deal, Meta's Leaderboard, Berkshire Hathaway’s Mountain, Visa, Moody's & S&P Global, Max Life Expectancy, and Andy Weir

627: Artemis II & Astrovan, Waymo, Zuck & Demis Hassabis, Old GPUs Aging like Wine, Demis Hassabis Bio, Redrawing the Intelligence Map, Christensen & Dediu, Nvidia + Marvell, and Hollywood Recession

626: ARM's Not Just IP Anymore, From Magnificent 7 to Hateful 8, Benedict Evans, Netflix Pricing, Microsoft, Inference Bandwidth, Snob Sandwich, and Pink Floyd

625: Google TurboQuant, Karpathy’s AI Psychosis, Anthropic's Tight Compute, Memory Stocks, Jensen as VC, xAI's Exodus, Texas Batteries, Germany, and Fixing Nuclear Paperwork

624: How Waymo Actually Works, Jensen's Big Bet, Canada's Lost Decade, Secret Soviet Space Cannon, Claude's Domesticated Claw, Chinese Wifi, and My Review of Project Hail Mary

623: AI Compute Bottlenecks, Constellation Software AI Podcast, Cowork, Greg Brockman, Dylan Patel, Anthropic's Culture, Sociopath Seesaw, Netflix + Ben Affleck's AI, and The Blues Brothers

622: Are Nvidia's Margins Sustainable?, OpenAI Drops Side Quests, Anthropic, China Compute, Starlink + Russia, Meta CFO, Google, AI Water, Project Hail Mary, and Dune 3

621: Going Deep on Nvidia GTC 2026, Agentic Era, Groq Strategy, OpenClaw Hype, The Android of Self-Driving, 1990 Video Store Simulator, Shingles Vaccine vs Cognitive Decline, and Rick Beato Interview

620: Will Nvidia be the West's Open Source Champion?, Meta's Custom Silicon Bet, Mark Leonard Health News, Google AI's Flaws, American Health Puzzle, Ukraine's 7 Million Drones, and a Ride with Jensen

619: Constellation Software Q4, Who Would Buy AMD, Anthropic Amicus, Ground Robotic Warfare, Lithium Deficiency and Alzheimer's, GPS Spoofing, and New Rembrandt

618: Nvidia + Photonics, Meta as Semi Swing Voter, China's TSMC Plan, John Arnold, Asianometry, CoWork, Indian Point Nuclear, Replacing Chemicals with Electricity, and Iovine

617: Claude's Moment, Jensen's Chequebook, GPT-5.4, Nvidia + HBM, OpenAI + The Trade Desk, John Arnold, Cursor the Next Perplexity?, Sony, and Guitar Shapes

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

ChatGPT's Authority Laundering Problem 🧠🤪 🔀 🧠🤓

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) 📈📉📊💰💸

Sleep Deprivation’s Cruelest Trick 🥱🧠

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

Three Things I Keep Thinking About

Shower Thoughts I Stand By 🛀💭