Liberty’s Highlights
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98: How CloudFlare Grew a Zscaler Inside Itself, Twitter vs Clubhouse (again), Grimy NFTs, …
"Aren’t you tired of hearing my words in your brain"
Liberty
14 hr ago
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Like What You See? Become a Supporter!
Thank you for your support! 💚
Liberty
Mar 2
12
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97: Twitter Spaces & Super-Follows, Elastic & the Art of Sandbagging, NFTs, NSA, Steve Jobs…
"The balance between knowledge and action"
Liberty
Mar 1
2
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96: Steve Jobs AI-in-a-box, Nvidia Q4, Twitter Super-Followers, John Malone, Software's Tee…
"Are AWS and Azure the ventricles of the heart?"
Liberty
Feb 26
3
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95: Facebook & Australia, Heico, American Tower, Inside AMD, Automotive Semiconductors Shor…
"the Air Force has been hit hard by the GPU shortage"
Liberty
Feb 24
3
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94: Bill Ackman's +70%, Heico to Mars, Cloudflare, Australia vs Google & Facebook, Robert S…
"Yes! Fly! Fly away! Never look back!"
Liberty
Feb 22
5
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2
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93: Constellation Again, Coinbase, Stripe's $115bn, Jim Keller, Trade Desk Q4, Crowdstrike …
"just gotta keep yourself in a posture where you can grab optionality"
Liberty
Feb 19
4
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92: Mark Leonard's 2021 Letter!, Payments 101, 5 Layers of Roblox, Forget EV/TAM here’s P/F…
"Human variance in age and lifespan is far greater than chronology suggests."
Liberty
Feb 17
6
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Interview with Koyfin co-Founders Rob Koyfman and Rich Meatto
Special Edition #2
Liberty
Feb 16
5
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91: Constellation Software Q4, Qualcomm vs Nvidia, SolarWinds, SPAKKS, Gavin Baker on Disne…
"I wasn’t angry when I started typing this."
Liberty
Feb 15
7
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90: Amazon's Logistics, Rivian IPO, Pinterest & Microsoft, Semi Shortage, Nvidia, Adyen, Un…
"Is that a lot?"
Liberty
Feb 12
6
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89: Druckenmiller, Matt Ball Disassembles Apple, S&P Global, Julie Young on Roblox, Shopify…
"I feel like I just went to my own funeral, and I didn't like the eulogy."
Liberty
Feb 10
4
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