Archive - Liberty’s Highlights

491: David Senra's Theme Song, Domino Effect, Andy Jassy's Amazon Letter, Quality Investing, Roman Trade Routes, and Books

"the spirit in which it was created, which is love and gratitude"

Apr 17 •

490: TSMC & Hungry Datacenters, Marketing to AIs, Patrick Collison & Stripe, Ringtone Empire, Bee Apocalypse, Magnesium, and Rome

"they were bored and over it"

Apr 10 •

489: Music's ChatGPT Moment, Suno AI, Discord, Perplexity, Coffee Empire, xAI vs Tesla, Congress Bans MS Copilot, and Beauty

"a thrash metal song about owls"

Apr 5 •

488: The Evolution of Software Bloat, OpenAI, Microsoft's $100bn AI Supercomputer, Cookware, and Vinyl

"it becomes a different book each time"

Apr 3 •

March 2024

487: Apple's AI Strategy, OpenAI Goes to Hollywood with Sora, Temu + Meta & Google, Poisoning AI Training Data, China's Coal, and IMAX

"There are horrors in everyone’s past."

Mar 27 •

486: Nvidia NIMs Explained, Amazon Buying TikTok?, Credentialism, Cybercrime Losses, 64 Days in a Cessna, and Dark Matter

"most of the time I still feel like I’m Calvin!"

Mar 22 •

485: Jensenmania and Nvidia GTC 2024, Roper Technologies Deep Dive, Nuclear Ramp Up, Humanity's Archives, We Are Legion Review

"Time is eating the past."

Mar 20 •

484: Thoughts on TikTok, Lessons from Nvidia's Jensen, Stripe & Adyen, Telegram, Cerebras, Meta AI, Studying Expertise, and Villeneuve

"Don't mistake the thorns for the flower."

Mar 15 •

483: Heico 101, Crowdstrike Deep Dive, Constellation Q4, Topicus, Stock Market Size, 1.6-Petabit Disc, Power Grid Fragility, and Dune

"does organized crime have internal counter-intelligence"

Mar 13 •

482: AMETEK Deep Dive, Ozempic GDP Impact, Perplexity AI, Stripe, Anthropic's Claude 3, Amazon AWS' Nuclear DC, and Dune 2

"Simple things that make a big difference"

Mar 6 •

February 2024

481: Microsoft Goes Poly with Mistral, Apple Cancels Car, Google SEO Wars, Apple + Bing?, OpenAI, Helicopters, and Plutarch

"If you want quality, you need thousands of no’s for every yes."

Feb 28 •

480: Nvidia Q4 Deep Dive, Ford EVs, Boeing vs Airbus, Post-Quantum Encryption, Microsoft & OpenAI vs Hackers, Mars in 4k, and 1917

"As usual, it’s all about expectations"

Feb 26 •

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