Liberty's Highlights

Date	Post	Archived
2025-11-21	White Mirror: 31 Stories, a $1,000 Puzzle, and Sci-Fi to Reboot Your Childlike Wonder 🦾🪞📖🦋 Listen now \| Podcast #35
2025-11-19	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"
2025-11-12	599: Anthropic & OpenAI Strategic Divergence, Nvidia's China Ban, Buffett’s Last Letter, Pareto Dating, Gigawatt Datacenters & Nuclear… "I needed role models, and could only find them in books"
2025-11-05	598: Thinking About Bubbles, Neo's Wizard-of-Oz Problem, Zuck's $60bn Models, Europe, OpenAI + AWS, Cursor 2.0 vs Anthropic, Why Humanoids… "what differentiates a “good bubble” from a bad one?"
2025-10-29	596: Nvidia’s $500B Pipeline, Anthropic's Million TPUs, OpenAI & Microsoft's New Partnership, $80bn for Westinghouse Nuclear, UK… "Anthropic is quite the polyamorous player"
2025-10-08	594: Innovation at Scale, AMD Paying OpenAI to be Customer, Dylan Patel on AI Buildout, Buffett Letters, U.S. Defense Flaws, TSMC, Building… "Great work has a way of convincing most skeptics. "
2025-10-01	593: Jensen's Reality Distortion Field, OpenAI + Commerce, China's Solar Monopoly, RIP HEICO's Laurans Mendelson, TikTok, Sora 2, Sonnet… "a feedback loop that co-produces ideas"
2025-09-24	591: The Circular AI Economy, Nvidia's $100bn Deal with OpenAI, Constellation Software's AI Call, Hyperscalers & ASICs, Oracle Buybacks… "From picks & shovels salesman to kingmaker?"
2025-09-17	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"
2025-09-10	588: Google's AI Money Machine, OpenAI + Broadcom, AWS + Anthropic XPUs, Nvidia H20, Europe's A/C Deaths, El Segundo Roundtable, Veo 3, Dan… "the survivorship filter of thousands of years"
2025-09-03	586: Schrödinger‘s Company, Public Market Ghost Town, Meta + Google & OpenAI, John Malone, DeepSeek, Nvidia vs Huawei, Casey Handmer, Nano… "First comes the verdict, then the trial"
2025-08-27	584: Who Pays for AI?, Inevitable Ads, Gov't + Intel, Texas Instruments, Musk + Zuck vs OpenAI, Meta + Google Cloud, U.S. Military, Dylan… "both a shield and a mirror"
2025-08-13	582: Constellation Software Q2, Tesla Kills Dojo, American Dirigisme, China vs Nvidia, Lithium Deficiency & Alzheimer's, Gemini, Nuclear on… "true economic value creation"
2025-08-06	580: Cloudflare Power Grab, OpenAI Open Models, DeepMind Genie 3, Amazon + Microsoft + Google + Meta Capex, Cardiovascular Victory, 8 Years… "Trust me, bro"
2025-07-23	578: Jensen Huang, Sputnik vs DeepSeek, Meta's GPU Tents, Mark Chen, Grok 4, OpenAI Stargate, Masa, Oracle, Microsoft Struggles, Netflix… "the mobility scooter of the mind"
2025-07-16	577: Nvidia + China, Jensen's Cash Pipeline, AMD, Huawei, Meta’s 5GW Hyperion Cluster, U.S. DoD, Europe’s War on A/C Kills, GLP-1, Grok 4 … "we’re reversing the reversal"
2025-07-09	575: Apple + Perplexity?, Anthropic's Success & Brittleness, TikTok U.S., Palantir Goes Nuclear, Google Search, Creatine & Alzheimer’s, and… "our civilization’s bootloader for colonizing the stars"
2025-06-25	573: Zuck's Recruiting Strategy, Cursor is Crushing GitHub, Anthropic Fair Use, ZIRP Mortgages, Meta AI Pivot, China’s Grid as a Weapon, and… "when it comes to the truly generational top talent"
2025-06-18	571: Jensen's Uber for GPUs, OpenAI Wants Microsoft to Sleep on the Couch, xAI Burn Rate, Meta's $100m AI Engineers, Coffee & Health, Noise… "Let’s call it the Asymmetric Enjoyment Filter."
2025-06-11	569: Zuck + Alexandr Wang's $14.8bn Bromance, Nvidia, John Arnold, China's Electricity, Fixing Ozempic Muscle Loss, and Gene-Editing… "bleeding-edge, actionable insight on 18th-century instruments"
2025-06-04	568: Meta Goes Nuclear, Inside Steve Ballmer's Brain, Amazon Logistics, David Senra on Growth vs Durability, Anthropic Claude 4, Vesuvius… "relentlessly refined and tightly curated"
2025-05-28	566: The Product Era of AI, What Will OpenAI + Jony Ive Build, Jensen, Oracle to Buy $40bn of Nvidia GPUs, UAE, White House Fast-Tracks… "Every action begins with an idea"
2025-05-14	564: OpenAI’s Ad Strategy, Why Nvidia Wins Again, Softbank's $350bn Oops, Jony Ive, Jeff Dean, Microsoft Cost Discipline, Crowdstrike’s CEO… "Small choices, massive consequences."

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