Liberty’s Highlights

Liberty’s Highlights

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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?"
Sep 24 • Liberty
19
9
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"
Sep 17 • Liberty
26
4
589: Oracle's Half-Trillion Gambit, OpenAI, Microsoft + Anthropic, YouTube Unlocks New TAM for Every Video, the Nuclear Option, Twitter's…
"Engineered reflexivity!"
Sep 12 • Liberty
35
2
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"
Sep 10 • Liberty
25
4
587: Google's AI Bundle Power, Thoughts on Gemini, Apple AI Search, xAI, TPUs + Neoclouds, Anti-Credentialism, Larry Ellison & Oracle…
"I’m not going to carry four phones!"
Sep 5 • Liberty
51
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"
Sep 3 • Liberty
22
4
585: Going Deep on Nvidia Q2, Genie 3 Dreams, Amazon's Business Anomaly, Global Payments, AI Bubble?, ByteDance vs Meta, Google's Automated…
"The sheer logistical nightmare"
Aug 29 • Liberty
46
2
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"
Aug 27 • Liberty
21
4
Podcasts
1-hour Interview I did on Infinite Loops
My 2nd interview on Infinite Loops
Podcast #30: The Cost of Glory with Alex Petkas
Podcast #29: Semiconductors Industry: Going Deep with Mostly Borrowed Ideas (MBI)
Podcast #28: Sicario by Denis Villeneuve: Going Deep with Ed William and Dylan O'Sullivan
Podcast #27: Trung Phan: Solving the Twitter Puzzle, What He Learned from Rick Rubin
Podcast #26: Meta Platforms & Mark Zuckerberg: Going Deep with MBI
Podcast #25: Microsoft: Going Deep with MBI
Podcast #24: Jim O'Shaughnessy: Origin Story, Career, and OSV
Podcast #23: Kevin Kelly: Excellent Advice for Living
Podcast #22: The Last of Us
Podcast #21: David Senra and Jimmy Soni
Podcast #20: Big Tech Compensation: Going Deep with MBI
Podcast #19: Interview with David Kim a.k.a. Scuttleblurb (2023 Edition
Podcast #18: 'Severance' Season 1 with Mostly Borrowed Ideas (MBI)
Podcast #17: Going Deep on Cloudflare and Datadog with Mostly Borrowed Ideas (MBI)
Podcast #16: Claude Shannon fan club with Jimmy Soni and David Senra
Podcast #15: David Senra on Deadwood
Podcast #13: Energy Crisis & Nuclear Power with Mark Nelson (Part 1)
Podcast #12: Payments Industry with MBI
Podcast #11: David Senra of Founders Podcast
Podcast #10: Cedric Chin: What Operators can Teach Investors
Podcast #9: Ask Me Anything #2
Podcast #8: Koyfin CEO & Co-Founder Rob Koyfman
Podcast #7: Constellation Software with MBI
Interviews
Interview #4 with David Kim aka Scuttleblurb
Interview #2 with David Kim aka Scuttleblurb
Interview with Ho Nam of Altos Ventures
Interview with an Hyper-Successful Creator on OnlyFans (Earning ˜$1.4 million/month)
Interview with William Barnes, co-founder of In Practise
Interview with Koyfin co-Founders Rob Koyfman and Rich Meatto
Interview with David Kim a.k.a. Scuttleblurb
MISC
Why Your Mentors Seem Less Impressive Over Time

Liberty’s Highlights

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