Liberty’s Highlights

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 "The calculus of repression is changing"

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 • "The calculus of repression is changing"

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 "none of that guarantees the AI labs will capture much of that value"

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 • "none of that guarantees the AI labs will capture much of that value"

614: Anthropic vs Chinese AI Labs, Private vs Public Markets, OpenAI, Stripe + Paypal, Meta + AMD, Perplexity, Data Center Video Game, and Dunk & Egg "he joys of unconditional love and having a clear purpose in life"

614: Anthropic vs Chinese AI Labs, Private vs Public Markets, OpenAI, Stripe + Paypal, Meta + AMD, Perplexity, Data Center Video Game, and Dunk & Egg • "he joys of unconditional love and having a clear purpose in life"

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 "permanent outcomes based on temporary factors?"

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 • "permanent outcomes based on temporary factors?"

612: Anthropic Bull & Bear, Jeff Dean's Mind, Codex Spark & Qualitative Speed, Adults Out-Scrolling Kids, ChatGPT's Authority Laundering, and Haptic Visuality "What does that even mean anymore?"

612: Anthropic Bull & Bear, Jeff Dean's Mind, Codex Spark & Qualitative Speed, Adults Out-Scrolling Kids, ChatGPT's Authority Laundering, and Haptic Visuality • "What does that even mean anymore?"

Interview with David Kim a.k.a. Scuttleblurb (2026) 📈📉📊💰💸 Podcast #37

Interview with David Kim a.k.a. Scuttleblurb (2026) 📈📉📊💰💸 • Podcast #37

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 "I didn’t pick the name ‘Liberty’ randomly."

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 • "I didn’t pick the name ‘Liberty’ randomly."

Trillion Dollar Club with Mostly Borrowed Ideas (MBI): Nvidia, Apple, Google, Microsoft, Amazon, TSMC, Meta, Broadcom, and Tesla 🏆💰📈🤖🚀 Podcast #36

Trillion Dollar Club with Mostly Borrowed Ideas (MBI): Nvidia, Apple, Google, Microsoft, Amazon, TSMC, Meta, Broadcom, and Tesla 🏆💰📈🤖🚀 • Podcast #36

610: Jensen on Everything, Apple + Google, Claude Cowork, Jim O'Shaughnessy & Jimmy Soni, GPT Solved 3 Erdős Problems, Software Guitar Amps, and NYPD Blue "Lovers of peace, freedom, and progress"

610: Jensen on Everything, Apple + Google, Claude Cowork, Jim O'Shaughnessy & Jimmy Soni, GPT Solved 3 Erdős Problems, Software Guitar Amps, and NYPD Blue • "Lovers of peace, freedom, and progress"

609: ChatGPT Health & the Democratization of Medical Knowledge, Nvidia + Groq, Reed Hastings, Dan Wang, The Invisible Cognitive Tax, Green Tea, and Bruce Springsteen "That’s basically a sci-fi innovation"

609: ChatGPT Health & the Democratization of Medical Knowledge, Nvidia + Groq, Reed Hastings, Dan Wang, The Invisible Cognitive Tax, Green Tea, and Bruce Springsteen • "That’s basically a sci-fi innovation"

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 "Clarity is powerful"

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 • "Clarity is powerful"

607: Sam Altman vs Demis Hassabis, Fairfax, USA Electricity Bottleneck Overstated?, Gemini 3 Flash, 160 Days on a Submarine, and Tony Hawk "That’s pretty bad and makes me trust it a lot less"

607: Sam Altman vs Demis Hassabis, Fairfax, USA Electricity Bottleneck Overstated?, Gemini 3 Flash, 160 Days on a Submarine, and Tony Hawk • "That’s pretty bad and makes me trust it a lot less"

606: Alpha School, Housing Affordability Moonshot, ChatGPT Image 1.5, Ford Kills the F-150 EV, Novo Nordisk vs Eli Lilly, Claude Code, DeepMind, Zach Dell, and Flea "supercharged my ability to be a mentor/tutor for my kids."

606: Alpha School, Housing Affordability Moonshot, ChatGPT Image 1.5, Ford Kills the F-150 EV, Novo Nordisk vs Eli Lilly, Claude Code, DeepMind, Zach Dell, and Flea • "supercharged my ability to be a mentor/tutor for my kids."

605: 'Good Enough AI' Consumer vs Enterprise, Mark Miller Interview, GPT-5.2 Strikes Back, Blackwell Breakdown, Amazon’s Starlink Rival, Waymo, Blake Scholl, and Sweden’s Gripen "I love people who love something"

605: 'Good Enough AI' Consumer vs Enterprise, Mark Miller Interview, GPT-5.2 Strikes Back, Blackwell Breakdown, Amazon’s Starlink Rival, Waymo, Blake Scholl, and Sweden’s Gripen • "I love people who love something"

604: Data Centers in Space, Hock Tan’s Coffee, Xiaomi vs Tesla, Nvidia vs China, Guy Gottfried & TerraVest, James Dyson, Boom Turbines, Base Power, and Comfort Films "It increases the magnitude of your advantage."

604: Data Centers in Space, Hock Tan’s Coffee, Xiaomi vs Tesla, Nvidia vs China, Guy Gottfried & TerraVest, James Dyson, Boom Turbines, Base Power, and Comfort Films • "It increases the magnitude of your advantage."

603: Gemini vs Claude vs GPT, Code Red, Mark Chen on OpenAI’s Plan, Sundar Interview, TPU Pressure & Nvidia Equity Discounts, Trainium 3, Creatine, and James Cameron "introspection about that notoriously brutal shoot"

603: Gemini vs Claude vs GPT, Code Red, Mark Chen on OpenAI’s Plan, Sundar Interview, TPU Pressure & Nvidia Equity Discounts, Trainium 3, Creatine, and James Cameron • "introspection about that notoriously brutal shoot"

602: Nvidia vs Google TPU/ASICs, Nvidia Q3, Nano Banana Pro, Google + Meta, Anthropic’s Magnum Opus, France's Forgotten Role in the Depression, and Project Hail Mary "you have to do a lot of other things right to compete"

602: Nvidia vs Google TPU/ASICs, Nvidia Q3, Nano Banana Pro, Google + Meta, Anthropic’s Magnum Opus, France's Forgotten Role in the Depression, and Project Hail Mary • "you have to do a lot of other things right to compete"

White Mirror: 31 Stories, a $1,000 Puzzle, and Sci-Fi to Reboot Your Childlike Wonder 🦾🪞📖🦋 Podcast #35

White Mirror: 31 Stories, a $1,000 Puzzle, and Sci-Fi to Reboot Your Childlike Wonder 🦾🪞📖🦋 • Podcast #35

601: Gemini 3.0!, AI Love Triangle of Anthropic, Microsoft & Nvidia, Satya Nadella Interview, Google TPU v7, Malaria, WWI, and Woodstock '99 "I think that’s a worthy goal"

601: Gemini 3.0!, AI Love Triangle of Anthropic, Microsoft & Nvidia, Satya Nadella Interview, Google TPU v7, Malaria, WWI, and Woodstock '99 • "I think that’s a worthy goal"

600: Nadella's AI Strategy for Microsoft, Constellation Software, Azure Explosion?, Anti-Gentrification is BS, ChatGPT-5.1, Vibe Hacking, Meta Omnilingual, and PLUR1BUS "effectively generating more subjective life"

600: Nadella's AI Strategy for Microsoft, Constellation Software, Azure Explosion?, Anti-Gentrification is BS, ChatGPT-5.1, Vibe Hacking, Meta Omnilingual, and PLUR1BUS • "effectively generating more subjective life"

599: Anthropic & OpenAI Strategic Divergence, Nvidia's China Ban, Buffett’s Last Letter, Pareto Dating, Gigawatt Datacenters & Nuclear Plants, and Sarah Paine "I needed role models, and could only find them in books"

599: Anthropic & OpenAI Strategic Divergence, Nvidia's China Ban, Buffett’s Last Letter, Pareto Dating, Gigawatt Datacenters & Nuclear Plants, and Sarah Paine • "I needed role models, and could only find them in books"

598: Thinking About Bubbles, Neo's Wizard-of-Oz Problem, Zuck's $60bn Models, Europe, OpenAI + AWS, Cursor 2.0 vs Anthropic, Why Humanoids, and Cel Animation "what differentiates a “good bubble” from a bad one?"

598: Thinking About Bubbles, Neo's Wizard-of-Oz Problem, Zuck's $60bn Models, Europe, OpenAI + AWS, Cursor 2.0 vs Anthropic, Why Humanoids, and Cel Animation • "what differentiates a “good bubble” from a bad one?"

597: Jensen's 7 Nvidia GTC Highlights, Azure + AWS + GCP, Bifurcated Market, Autonomous Vulnerability Detection, AI Capex, Obesity Peak & Substance Abuse, Creatine, and Amadeus "see for yourself what old-school VFX could do."

597: Jensen's 7 Nvidia GTC Highlights, Azure + AWS + GCP, Bifurcated Market, Autonomous Vulnerability Detection, AI Capex, Obesity Peak & Substance Abuse, Creatine, and Amadeus • "see for yourself what old-school VFX could do."

596: Nvidia’s $500B Pipeline, Anthropic's Million TPUs, OpenAI & Microsoft's New Partnership, $80bn for Westinghouse Nuclear, UK Shipbuilding Lessons, and Mr. Scorsese "Anthropic is quite the polyamorous player"

596: Nvidia’s $500B Pipeline, Anthropic's Million TPUs, OpenAI & Microsoft's New Partnership, $80bn for Westinghouse Nuclear, UK Shipbuilding Lessons, and Mr. Scorsese • "Anthropic is quite the polyamorous player"

595: Google's AI Journey, OpenAI's 'Apple App Store' Moment, Nvidia + TSMC, Costco, Ben Bajarin, Radiologists, Rare Earths, Anthropic & Cursor, and Tarantino's Doubts "human connection feeds on itself too"

595: Google's AI Journey, OpenAI's 'Apple App Store' Moment, Nvidia + TSMC, Costco, Ben Bajarin, Radiologists, Rare Earths, Anthropic & Cursor, and Tarantino's Doubts • "human connection feeds on itself too"

594: Innovation at Scale, AMD Paying OpenAI to be Customer, Dylan Patel on AI Buildout, Buffett Letters, U.S. Defense Flaws, TSMC, Building Ghosts, and The Town "Great work has a way of convincing most skeptics."

594: Innovation at Scale, AMD Paying OpenAI to be Customer, Dylan Patel on AI Buildout, Buffett Letters, U.S. Defense Flaws, TSMC, Building Ghosts, and The Town • "Great work has a way of convincing most skeptics."

593: Jensen's Reality Distortion Field, OpenAI + Commerce, China's Solar Monopoly, RIP HEICO's Laurans Mendelson, TikTok, Sora 2, Sonnet 4.5, and CraftGPT "a feedback loop that co-produces ideas"

593: Jensen's Reality Distortion Field, OpenAI + Commerce, China's Solar Monopoly, RIP HEICO's Laurans Mendelson, TikTok, Sora 2, Sonnet 4.5, and CraftGPT • "a feedback loop that co-produces ideas"

592: Mark Leonard Resigns, Four Tech Kingdoms, AI Capex Eating the World, US Healthcare, Apple + Intel, GDPval, Cloudflare, Testosterone, ChatGPT Pulse, and Highway Piano "a rare gem in this world."

592: Mark Leonard Resigns, Four Tech Kingdoms, AI Capex Eating the World, US Healthcare, Apple + Intel, GDPval, Cloudflare, Testosterone, ChatGPT Pulse, and Highway Piano • "a rare gem in this world."

590: Constellation Software vs AI, Google's Next Big Splash, YouTube's $100bn Payout, TikTok Deal?, ChatGPT Real-World Use, and Cheese "vibe code the software that goes into a pacemaker"

590: Constellation Software vs AI, Google's Next Big Splash, YouTube's $100bn Payout, TikTok Deal?, ChatGPT Real-World Use, and Cheese • "vibe code the software that goes into a pacemaker"

589: Oracle's Half-Trillion Gambit, OpenAI, Microsoft + Anthropic, YouTube Unlocks New TAM for Every Video, the Nuclear Option, Twitter's Algo, and The Wire "Engineered reflexivity!"

589: Oracle's Half-Trillion Gambit, OpenAI, Microsoft + Anthropic, YouTube Unlocks New TAM for Every Video, the Nuclear Option, Twitter's Algo, and The Wire • "Engineered reflexivity!"