Liberty 💚 🥃
@liberty.bsky.social
Welcome to the Bunker!
OSV | I write about business & investing 🏦 💰, science & technology 🧪🔬, and the arts 👉 http://LibertyRPF.com (free 1x/week, podcast, 27,500+ subscribers)
OSV | I write about business & investing 🏦 💰, science & technology 🧪🔬, and the arts 👉 http://LibertyRPF.com (free 1x/week, podcast, 27,500+ subscribers)
Today's Edition is out, with a whole buffet of goodies:
600: Nadella's AI Strategy for Microsoft, Constellation Software, Azure Explosion?, Anti-Gentrification is BS, ChatGPT-5.1, Vibe Hacking, Meta Omnilingual, and PLUR1BUS
www.libertyrpf.com/p/600-nadell...
600: Nadella's AI Strategy for Microsoft, Constellation Software, Azure Explosion?, Anti-Gentrification is BS, ChatGPT-5.1, Vibe Hacking, Meta Omnilingual, and PLUR1BUS
www.libertyrpf.com/p/600-nadell...
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"
www.libertyrpf.com
November 14, 2025 at 4:08 PM
Today's Edition is out, with a whole buffet of goodies:
600: Nadella's AI Strategy for Microsoft, Constellation Software, Azure Explosion?, Anti-Gentrification is BS, ChatGPT-5.1, Vibe Hacking, Meta Omnilingual, and PLUR1BUS
www.libertyrpf.com/p/600-nadell...
600: Nadella's AI Strategy for Microsoft, Constellation Software, Azure Explosion?, Anti-Gentrification is BS, ChatGPT-5.1, Vibe Hacking, Meta Omnilingual, and PLUR1BUS
www.libertyrpf.com/p/600-nadell...
Microsoft’s Scott Guthrie on the Fairwater 2 datacenter: “to put it in perspective in the number of optics, the network optics in this building is almost as much as all of Azure across all our data centers two and a half years ago.” 🤯
November 12, 2025 at 7:23 PM
Microsoft’s Scott Guthrie on the Fairwater 2 datacenter: “to put it in perspective in the number of optics, the network optics in this building is almost as much as all of Azure across all our data centers two and a half years ago.” 🤯
Today's FREE Edition is out, packed with facts and emotions:
599: Anthropic & OpenAI Strategic Divergence, Nvidia's China Ban, Buffett’s Last Letter, Pareto Dating, Gigawatt Datacenters & Nuclear Plants, and Sarah Paine
www.libertyrpf.com/p/599-anthro...
599: Anthropic & OpenAI Strategic Divergence, Nvidia's China Ban, Buffett’s Last Letter, Pareto Dating, Gigawatt Datacenters & Nuclear Plants, and Sarah Paine
www.libertyrpf.com/p/599-anthro...
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"
www.libertyrpf.com
November 12, 2025 at 6:34 PM
Today's FREE Edition is out, packed with facts and emotions:
599: Anthropic & OpenAI Strategic Divergence, Nvidia's China Ban, Buffett’s Last Letter, Pareto Dating, Gigawatt Datacenters & Nuclear Plants, and Sarah Paine
www.libertyrpf.com/p/599-anthro...
599: Anthropic & OpenAI Strategic Divergence, Nvidia's China Ban, Buffett’s Last Letter, Pareto Dating, Gigawatt Datacenters & Nuclear Plants, and Sarah Paine
www.libertyrpf.com/p/599-anthro...
"Meta Chief AI Scientist Yann LeCun plans to leave Meta in the coming months to found his own startup; a source says he is in early talks to raise funds"
tbh, I would've expected that to happen sooner. Maybe he was waiting for some RSUs to vest?
tbh, I would've expected that to happen sooner. Maybe he was waiting for some RSUs to vest?
November 11, 2025 at 4:43 PM
"Meta Chief AI Scientist Yann LeCun plans to leave Meta in the coming months to found his own startup; a source says he is in early talks to raise funds"
tbh, I would've expected that to happen sooner. Maybe he was waiting for some RSUs to vest?
tbh, I would've expected that to happen sooner. Maybe he was waiting for some RSUs to vest?
Three inches of snow are falling here today.
All of a sudden, the light quality of even a cloudy day is completely different. There are many downsides to snow, but I love how much it brightens things up ❄️☃️
All of a sudden, the light quality of even a cloudy day is completely different. There are many downsides to snow, but I love how much it brightens things up ❄️☃️
November 9, 2025 at 8:12 PM
Three inches of snow are falling here today.
All of a sudden, the light quality of even a cloudy day is completely different. There are many downsides to snow, but I love how much it brightens things up ❄️☃️
All of a sudden, the light quality of even a cloudy day is completely different. There are many downsides to snow, but I love how much it brightens things up ❄️☃️
"OpenAI, Alphabet, and Perplexity offering free access to their paid tiers in India suggests the country may be the biggest and safest bet for broad AI adoption" 🤔
November 9, 2025 at 6:37 PM
"OpenAI, Alphabet, and Perplexity offering free access to their paid tiers in India suggests the country may be the biggest and safest bet for broad AI adoption" 🤔
On the aesthetics of the NeXT Cube, Steve Jobs’ non-Apple computer, “the Death Star of computers”:
November 8, 2025 at 2:23 PM
On the aesthetics of the NeXT Cube, Steve Jobs’ non-Apple computer, “the Death Star of computers”:
“Job cuts for October totaled 153,074, a 183% surge from September and 175% higher than the same month a year ago. It was the highest level for any October since 2003 and has been the worst year for layoffs since 2009.” 🤔
November 6, 2025 at 1:07 PM
“Job cuts for October totaled 153,074, a 183% surge from September and 175% higher than the same month a year ago. It was the highest level for any October since 2003 and has been the worst year for layoffs since 2009.” 🤔
Reposted by Liberty 💚 🥃
Today's FREE Edition is live, fresh from the farmer's market:
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
www.libertyrpf.com/p/598-thinki...
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
www.libertyrpf.com/p/598-thinki...
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?"
www.libertyrpf.com
November 5, 2025 at 5:18 PM
Today's FREE Edition is live, fresh from the farmer's market:
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
www.libertyrpf.com/p/598-thinki...
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
www.libertyrpf.com/p/598-thinki...
Today's FREE Edition is live, fresh from the farmer's market:
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
www.libertyrpf.com/p/598-thinki...
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
www.libertyrpf.com/p/598-thinki...
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?"
www.libertyrpf.com
November 5, 2025 at 5:18 PM
Today's FREE Edition is live, fresh from the farmer's market:
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
www.libertyrpf.com/p/598-thinki...
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
www.libertyrpf.com/p/598-thinki...
Reposted by Liberty 💚 🥃
One of the huge perks of working at a software company is, when there's something about the product that bothers you personally, you can get your hands dirty and find out why it's basically impossible to get fixed
November 4, 2025 at 11:00 PM
One of the huge perks of working at a software company is, when there's something about the product that bothers you personally, you can get your hands dirty and find out why it's basically impossible to get fixed
Some languages have minimal vocabulary to describe colors: 🎨
November 2, 2025 at 4:24 PM
Some languages have minimal vocabulary to describe colors: 🎨
Mornings like this, I kinda just want to put my head under my espresso machine and press “brew”, have it pour straight down my gullet 🥱 ☕️
November 2, 2025 at 2:12 PM
Mornings like this, I kinda just want to put my head under my espresso machine and press “brew”, have it pour straight down my gullet 🥱 ☕️
Saturday morning rereading: 📖 ☕️
November 1, 2025 at 2:26 PM
Saturday morning rereading: 📖 ☕️
This is a good idea. Let’s have a moratorium on putting faces of politicians on stuff for a while and instead let’s just feature inventors and builders and creators.
The Cray coin is sick, I want it 🪙
The Cray coin is sick, I want it 🪙
November 1, 2025 at 2:03 PM
This is a good idea. Let’s have a moratorium on putting faces of politicians on stuff for a while and instead let’s just feature inventors and builders and creators.
The Cray coin is sick, I want it 🪙
The Cray coin is sick, I want it 🪙
Reposted by Liberty 💚 🥃
Today's Edition is out, still hot, right out of the oven:
597: Jensen's 7 Nvidia GTC Highlights, Azure + AWS + GCP, Bifurcated Market, Autonomous Vulnerability Detection, AI Capex, Obesity Peak & Substance Abuse, Creatine, and Amadeus
www.libertyrpf.com/p/597-jensen...
597: Jensen's 7 Nvidia GTC Highlights, Azure + AWS + GCP, Bifurcated Market, Autonomous Vulnerability Detection, AI Capex, Obesity Peak & Substance Abuse, Creatine, and Amadeus
www.libertyrpf.com/p/597-jensen...
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."
www.libertyrpf.com
October 31, 2025 at 4:07 PM
Today's Edition is out, still hot, right out of the oven:
597: Jensen's 7 Nvidia GTC Highlights, Azure + AWS + GCP, Bifurcated Market, Autonomous Vulnerability Detection, AI Capex, Obesity Peak & Substance Abuse, Creatine, and Amadeus
www.libertyrpf.com/p/597-jensen...
597: Jensen's 7 Nvidia GTC Highlights, Azure + AWS + GCP, Bifurcated Market, Autonomous Vulnerability Detection, AI Capex, Obesity Peak & Substance Abuse, Creatine, and Amadeus
www.libertyrpf.com/p/597-jensen...
Today's Edition is out, still hot, right out of the oven:
597: Jensen's 7 Nvidia GTC Highlights, Azure + AWS + GCP, Bifurcated Market, Autonomous Vulnerability Detection, AI Capex, Obesity Peak & Substance Abuse, Creatine, and Amadeus
www.libertyrpf.com/p/597-jensen...
597: Jensen's 7 Nvidia GTC Highlights, Azure + AWS + GCP, Bifurcated Market, Autonomous Vulnerability Detection, AI Capex, Obesity Peak & Substance Abuse, Creatine, and Amadeus
www.libertyrpf.com/p/597-jensen...
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."
www.libertyrpf.com
October 31, 2025 at 4:07 PM
Today's Edition is out, still hot, right out of the oven:
597: Jensen's 7 Nvidia GTC Highlights, Azure + AWS + GCP, Bifurcated Market, Autonomous Vulnerability Detection, AI Capex, Obesity Peak & Substance Abuse, Creatine, and Amadeus
www.libertyrpf.com/p/597-jensen...
597: Jensen's 7 Nvidia GTC Highlights, Azure + AWS + GCP, Bifurcated Market, Autonomous Vulnerability Detection, AI Capex, Obesity Peak & Substance Abuse, Creatine, and Amadeus
www.libertyrpf.com/p/597-jensen...
Reposted by Liberty 💚 🥃
Today's FREE Edition is live, jam-packed, as always:
596: Nvidia’s $500B Pipeline, Anthropic's Million TPUs, OpenAI & Microsoft's New Partnership, $80bn for Westinghouse Nuclear, UK Shipbuilding Lessons, and Mr. Scorsese
www.libertyrpf.com/p/596-nvidia...
596: Nvidia’s $500B Pipeline, Anthropic's Million TPUs, OpenAI & Microsoft's New Partnership, $80bn for Westinghouse Nuclear, UK Shipbuilding Lessons, and Mr. Scorsese
www.libertyrpf.com/p/596-nvidia...
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"
www.libertyrpf.com
October 29, 2025 at 4:16 PM
Today's FREE Edition is live, jam-packed, as always:
596: Nvidia’s $500B Pipeline, Anthropic's Million TPUs, OpenAI & Microsoft's New Partnership, $80bn for Westinghouse Nuclear, UK Shipbuilding Lessons, and Mr. Scorsese
www.libertyrpf.com/p/596-nvidia...
596: Nvidia’s $500B Pipeline, Anthropic's Million TPUs, OpenAI & Microsoft's New Partnership, $80bn for Westinghouse Nuclear, UK Shipbuilding Lessons, and Mr. Scorsese
www.libertyrpf.com/p/596-nvidia...
1-year relative performance of the various components of the S&P 500 vs the index:
October 29, 2025 at 7:29 PM
1-year relative performance of the various components of the S&P 500 vs the index:
Today's FREE Edition is live, jam-packed, as always:
596: Nvidia’s $500B Pipeline, Anthropic's Million TPUs, OpenAI & Microsoft's New Partnership, $80bn for Westinghouse Nuclear, UK Shipbuilding Lessons, and Mr. Scorsese
www.libertyrpf.com/p/596-nvidia...
596: Nvidia’s $500B Pipeline, Anthropic's Million TPUs, OpenAI & Microsoft's New Partnership, $80bn for Westinghouse Nuclear, UK Shipbuilding Lessons, and Mr. Scorsese
www.libertyrpf.com/p/596-nvidia...
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"
www.libertyrpf.com
October 29, 2025 at 4:16 PM
Today's FREE Edition is live, jam-packed, as always:
596: Nvidia’s $500B Pipeline, Anthropic's Million TPUs, OpenAI & Microsoft's New Partnership, $80bn for Westinghouse Nuclear, UK Shipbuilding Lessons, and Mr. Scorsese
www.libertyrpf.com/p/596-nvidia...
596: Nvidia’s $500B Pipeline, Anthropic's Million TPUs, OpenAI & Microsoft's New Partnership, $80bn for Westinghouse Nuclear, UK Shipbuilding Lessons, and Mr. Scorsese
www.libertyrpf.com/p/596-nvidia...
My office this afternoon 🍂 🍁
October 26, 2025 at 7:20 PM
My office this afternoon 🍂 🍁
Good marketing doesn’t have to be complex:
October 25, 2025 at 2:10 PM
Good marketing doesn’t have to be complex:
Today's Edition is out, up to the gills in goodies:
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
www.libertyrpf.com/p/595-google...
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
www.libertyrpf.com/p/595-google...
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 n itself too"
www.libertyrpf.com
October 10, 2025 at 4:11 PM
Today's Edition is out, up to the gills in goodies:
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
www.libertyrpf.com/p/595-google...
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
www.libertyrpf.com/p/595-google...
Well, that's not great to see
Let's turn that around, gang
Let's turn that around, gang
October 7, 2025 at 9:38 PM
Well, that's not great to see
Let's turn that around, gang
Let's turn that around, gang