Liberty’s Highlights
@libertyrpf.skystack.xyz
Exploration as a Service: Investing & business, science & technology, and the arts.
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This is an automated Substack Account of https://libertyrpf.substack.com
Discover more/Create at: @skystack.xyz
605: 'Good Enough AI' Consumer vs Enterprise, Mark Miller Interview, GPT-5.2 Strikes Back, Blackwell Breakdown, Amazon’s Starlink Rival, Waymo, Blake Scholl, and Sweden’s Gripen • "I love people who love something"
605: 'Good Enough AI' Consumer vs Enterprise, Mark Miller Interview, GPT-5.2 Strikes Back, Blackwell Breakdown, Amazon’s Starlink Rival, Waymo, Blake Scholl, and Sweden’s Gripen
"I love people who love something"
www.libertyrpf.com
December 12, 2025 at 8:00 PM
605: 'Good Enough AI' Consumer vs Enterprise, Mark Miller Interview, GPT-5.2 Strikes Back, Blackwell Breakdown, Amazon’s Starlink Rival, Waymo, Blake Scholl, and Sweden’s Gripen • "I love people who love something"
604: Data Centers in Space, Hock Tan’s Coffee, Xiaomi vs Tesla, Nvidia vs China, Guy Gottfried & TerraVest, James Dyson, Boom Turbines, Base Power, and Comfort Films • "It increases the magnitude of your advantage."
604: Data Centers in Space, Hock Tan’s Coffee, Xiaomi vs Tesla, Nvidia vs China, Guy Gottfried & TerraVest, James Dyson, Boom Turbines, Base Power, and Comfort Films
"It increases the magnitude of your advantage."
www.libertyrpf.com
December 10, 2025 at 4:57 PM
604: Data Centers in Space, Hock Tan’s Coffee, Xiaomi vs Tesla, Nvidia vs China, Guy Gottfried & TerraVest, James Dyson, Boom Turbines, Base Power, and Comfort Films • "It increases the magnitude of your advantage."
603: Gemini vs Claude vs GPT, Code Red, Mark Chen on OpenAI’s Plan, Sundar Interview, TPU Pressure & Nvidia Equity Discounts, Trainium 3, Creatine, and James Cameron • "introspection about that notoriously brutal shoot"
603: Gemini vs Claude vs GPT, Code Red, Mark Chen on OpenAI’s Plan, Sundar Interview, TPU Pressure & Nvidia Equity Discounts, Trainium 3, Creatine, and James Cameron
"introspection about that notoriously brutal shoot"
www.libertyrpf.com
December 3, 2025 at 8:00 PM
603: Gemini vs Claude vs GPT, Code Red, Mark Chen on OpenAI’s Plan, Sundar Interview, TPU Pressure & Nvidia Equity Discounts, Trainium 3, Creatine, and James Cameron • "introspection about that notoriously brutal shoot"
602: Nvidia vs Google TPU/ASICs, Nvidia Q3, Nano Banana Pro, Google + Meta, Anthropic’s Magnum Opus, France's Forgotten Role in the Depression, and Project Hail Mary • "you have to do a lot of other things right to compete"
602: Nvidia vs Google TPU/ASICs, Nvidia Q3, Nano Banana Pro, Google + Meta, Anthropic’s Magnum Opus, France's Forgotten Role in the Depression, and Project Hail Mary
"you have to do a lot of other things right to compete"
www.libertyrpf.com
November 26, 2025 at 4:58 PM
602: Nvidia vs Google TPU/ASICs, Nvidia Q3, Nano Banana Pro, Google + Meta, Anthropic’s Magnum Opus, France's Forgotten Role in the Depression, and Project Hail Mary • "you have to do a lot of other things right to compete"
White Mirror: 31 Stories, a $1,000 Puzzle, and Sci-Fi to Reboot Your Childlike Wonder 🦾🪞📖🦋 • Podcast #35
White Mirror: 31 Stories, a $1,000 Puzzle, and Sci-Fi to Reboot Your Childlike Wonder 🦾🪞📖🦋
Podcast #35
www.libertyrpf.com
November 24, 2025 at 8:00 PM
White Mirror: 31 Stories, a $1,000 Puzzle, and Sci-Fi to Reboot Your Childlike Wonder 🦾🪞📖🦋 • Podcast #35
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"
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"
www.libertyrpf.com
November 20, 2025 at 3:31 PM
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"
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"
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 20, 2025 at 3:31 PM
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"
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"
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 20, 2025 at 3:31 PM
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"
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?"
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 20, 2025 at 3:31 PM
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?"
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."
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
November 20, 2025 at 3:31 PM
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."
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"
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
November 20, 2025 at 3:31 PM
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"
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 on itself too"
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 on itself too"
www.libertyrpf.com
November 20, 2025 at 3:31 PM
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 on itself too"
594: Innovation at Scale, AMD Paying OpenAI to be Customer, Dylan Patel on AI Buildout, Buffett Letters, U.S. Defense Flaws, TSMC, Building Ghosts, and The Town • "Great work has a way of convincing most skeptics."
594: Innovation at Scale, AMD Paying OpenAI to be Customer, Dylan Patel on AI Buildout, Buffett Letters, U.S. Defense Flaws, TSMC, Building Ghosts, and The Town
"Great work has a way of convincing most skeptics."
www.libertyrpf.com
November 20, 2025 at 3:31 PM
594: Innovation at Scale, AMD Paying OpenAI to be Customer, Dylan Patel on AI Buildout, Buffett Letters, U.S. Defense Flaws, TSMC, Building Ghosts, and The Town • "Great work has a way of convincing most skeptics."
593: Jensen's Reality Distortion Field, OpenAI + Commerce, China's Solar Monopoly, RIP HEICO's Laurans Mendelson, TikTok, Sora 2, Sonnet 4.5, and CraftGPT • "a feedback loop that co-produces ideas"
593: Jensen's Reality Distortion Field, OpenAI + Commerce, China's Solar Monopoly, RIP HEICO's Laurans Mendelson, TikTok, Sora 2, Sonnet 4.5, and CraftGPT
"a feedback loop that co-produces ideas"
www.libertyrpf.com
November 20, 2025 at 3:31 PM
593: Jensen's Reality Distortion Field, OpenAI + Commerce, China's Solar Monopoly, RIP HEICO's Laurans Mendelson, TikTok, Sora 2, Sonnet 4.5, and CraftGPT • "a feedback loop that co-produces ideas"
592: Mark Leonard Resigns, Four Tech Kingdoms, AI Capex Eating the World, US Healthcare, Apple + Intel, GDPval, Cloudflare, Testosterone, ChatGPT Pulse, and Highway Piano • "a rare gem in this world."
592: Mark Leonard Resigns, Four Tech Kingdoms, AI Capex Eating the World, US Healthcare, Apple + Intel, GDPval, Cloudflare, Testosterone, ChatGPT Pulse, and Highway Piano
"a rare gem in this world."
www.libertyrpf.com
November 20, 2025 at 3:31 PM
592: Mark Leonard Resigns, Four Tech Kingdoms, AI Capex Eating the World, US Healthcare, Apple + Intel, GDPval, Cloudflare, Testosterone, ChatGPT Pulse, and Highway Piano • "a rare gem in this world."
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"
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"
www.libertyrpf.com
November 20, 2025 at 3:31 PM
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"
589: Oracle's Half-Trillion Gambit, OpenAI, Microsoft + Anthropic, YouTube Unlocks New TAM for Every Video, the Nuclear Option, Twitter's Algo, and The Wire • "Engineered reflexivity!"
589: Oracle's Half-Trillion Gambit, OpenAI, Microsoft + Anthropic, YouTube Unlocks New TAM for Every Video, the Nuclear Option, Twitter's Algo, and The Wire
"Engineered reflexivity!"
www.libertyrpf.com
November 20, 2025 at 3:31 PM
589: Oracle's Half-Trillion Gambit, OpenAI, Microsoft + Anthropic, YouTube Unlocks New TAM for Every Video, the Nuclear Option, Twitter's Algo, and The Wire • "Engineered reflexivity!"
588: Google's AI Money Machine, OpenAI + Broadcom, AWS + Anthropic XPUs, Nvidia H20, Europe's A/C Deaths, El Segundo Roundtable, Veo 3, Dan Wang, and Construction Roomba • "the survivorship filter of thousands of years"
588: Google's AI Money Machine, OpenAI + Broadcom, AWS + Anthropic XPUs, Nvidia H20, Europe's A/C Deaths, El Segundo Roundtable, Veo 3, Dan Wang, and Construction Roomba
"the survivorship filter of thousands of years"
www.libertyrpf.com
November 20, 2025 at 3:31 PM
588: Google's AI Money Machine, OpenAI + Broadcom, AWS + Anthropic XPUs, Nvidia H20, Europe's A/C Deaths, El Segundo Roundtable, Veo 3, Dan Wang, and Construction Roomba • "the survivorship filter of thousands of years"
587: Google's AI Bundle Power, Thoughts on Gemini, Apple AI Search, xAI, TPUs + Neoclouds, Anti-Credentialism, Larry Ellison & Oracle, Infrared Contact Lenses, and David Gilmour • "I’m not going to carry four phones!"
587: Google's AI Bundle Power, Thoughts on Gemini, Apple AI Search, xAI, TPUs + Neoclouds, Anti-Credentialism, Larry Ellison & Oracle, Infrared Contact Lenses, and David Gilmour
"I’m not going to carry four phones!"
www.libertyrpf.com
November 20, 2025 at 3:31 PM
587: Google's AI Bundle Power, Thoughts on Gemini, Apple AI Search, xAI, TPUs + Neoclouds, Anti-Credentialism, Larry Ellison & Oracle, Infrared Contact Lenses, and David Gilmour • "I’m not going to carry four phones!"
586: Schrödinger‘s Company, Public Market Ghost Town, Meta + Google & OpenAI, John Malone, DeepSeek, Nvidia vs Huawei, Casey Handmer, Nano Banana, F-35 Crash, and Jurassic Park • "First comes the verdict, then the trial"
586: Schrödinger‘s Company, Public Market Ghost Town, Meta + Google & OpenAI, John Malone, DeepSeek, Nvidia vs Huawei, Casey Handmer, Nano Banana, F-35 Crash, and Jurassic Park
"First comes the verdict, then the trial"
www.libertyrpf.com
November 20, 2025 at 3:31 PM
586: Schrödinger‘s Company, Public Market Ghost Town, Meta + Google & OpenAI, John Malone, DeepSeek, Nvidia vs Huawei, Casey Handmer, Nano Banana, F-35 Crash, and Jurassic Park • "First comes the verdict, then the trial"
585: Going Deep on Nvidia Q2, Genie 3 Dreams, Amazon's Business Anomaly, Global Payments, AI Bubble?, ByteDance vs Meta, Google's Automated Bug Hunter, and James Hetfield • "The sheer logistical nightmare"
585: Going Deep on Nvidia Q2, Genie 3 Dreams, Amazon's Business Anomaly, Global Payments, AI Bubble?, ByteDance vs Meta, Google's Automated Bug Hunter, and James Hetfield
"The sheer logistical nightmare"
www.libertyrpf.com
November 20, 2025 at 3:31 PM
585: Going Deep on Nvidia Q2, Genie 3 Dreams, Amazon's Business Anomaly, Global Payments, AI Bubble?, ByteDance vs Meta, Google's Automated Bug Hunter, and James Hetfield • "The sheer logistical nightmare"
584: Who Pays for AI?, Inevitable Ads, Gov't + Intel, Texas Instruments, Musk + Zuck vs OpenAI, Meta + Google Cloud, U.S. Military, Dylan Patel, Protein, Apple + Gemini, and RoboCop • "both a shield and a mirror"
584: Who Pays for AI?, Inevitable Ads, Gov't + Intel, Texas Instruments, Musk + Zuck vs OpenAI, Meta + Google Cloud, U.S. Military, Dylan Patel, Protein, Apple + Gemini, and RoboCop
"both a shield and a mirror"
www.libertyrpf.com
November 20, 2025 at 3:31 PM
584: Who Pays for AI?, Inevitable Ads, Gov't + Intel, Texas Instruments, Musk + Zuck vs OpenAI, Meta + Google Cloud, U.S. Military, Dylan Patel, Protein, Apple + Gemini, and RoboCop • "both a shield and a mirror"
583: R.I.P. Social Networking, Will the Real GPT-5 Stand Up?, Intel + US Gov't, Andy Jassy's Amazon, A.I. Brain Damage, Dylan Patel, Gemini, Sonnet 1M, Geomagnetic Storms, and Guitar-Piano • "Welcome to the Content Roulette Era"
583: R.I.P. Social Networking, Will the Real GPT-5 Stand Up?, Intel + US Gov't, Andy Jassy's Amazon, A.I. Brain Damage, Dylan Patel, Gemini, Sonnet 1M, Geomagnetic Storms, and Guitar-Piano
"Welcome to the Content Roulette Era"
www.libertyrpf.com
November 20, 2025 at 3:31 PM
583: R.I.P. Social Networking, Will the Real GPT-5 Stand Up?, Intel + US Gov't, Andy Jassy's Amazon, A.I. Brain Damage, Dylan Patel, Gemini, Sonnet 1M, Geomagnetic Storms, and Guitar-Piano • "Welcome to the Content Roulette Era"
582: Constellation Software Q2, Tesla Kills Dojo, American Dirigisme, China vs Nvidia, Lithium Deficiency & Alzheimer's, Gemini, Nuclear on the Moon, and Hamilton • "true economic value creation"
582: Constellation Software Q2, Tesla Kills Dojo, American Dirigisme, China vs Nvidia, Lithium Deficiency & Alzheimer's, Gemini, Nuclear on the Moon, and Hamilton
"true economic value creation"
www.libertyrpf.com
November 20, 2025 at 3:31 PM
582: Constellation Software Q2, Tesla Kills Dojo, American Dirigisme, China vs Nvidia, Lithium Deficiency & Alzheimer's, Gemini, Nuclear on the Moon, and Hamilton • "true economic value creation"