Liberty 💚 🥃

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."

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...

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"

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...

1-year relative performance of the various components of the S&P 500 vs the index:

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"

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...

How much free cash flow does that entire industrial sector generate and how fast is it growing vs Nvidia. I’d love to see those numbers.

In the mail today:

My office this afternoon 🍂 🍁

I love that stuff too. Almost magic

Good marketing doesn’t have to be complex:

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"

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...

Well, that's not great to see

Let's turn that around, gang

Is SpaceX doing brand marketing in the sky now?

"OpenAI's invite-only Sora app, launched on Tuesday, becomes the top free app in the US App Store, surpassing Gemini and ChatGPT

Is it the first time that an invite-only app became number one in the app store? 🤔

"Satya Nadella hands off some of his duties to Judson Althoff, who will become CEO of Microsoft's commercial business, so that he can focus on technical work" 🤔

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"

Today's FREE Edition is live, packed with goodies:

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

www.libertyrpf.com/p/593-jensen...

Does anyone else remember this?

RIP to one of the best out there.

“Laurans A. Mendelson, Heico's Executive Chairman of the Board, passed away on September 27, 2025 at age 87”

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."

Today's Edition is out:

592: Mark Leonard Resigns, Four Tech Kingdoms, AI Capex Eating the World, US Healthcare, Apple + Intel, GDPval, Cloudflare, Testosterone, ChatGPT Pulse, and Highway Piano $CSU.to

www.libertyrpf.com/p/592-mark-l...

I wouldn't be surprised if the White House told Nvidia they had to do this if they wanted help on China, or some other kind of quid pro quo, now that the feds are Intel shareholders

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"

Today's FREE Edition is live:

590: Constellation Software vs AI, Google's Next Big Splash, YouTube's $100bn Payout, TikTok Deal?, ChatGPT Real-World Use, and Cheese

www.libertyrpf.com/p/590-conste...

Estimated OpenAI ownership under a potential new structure:

I wonder how much more expensive cooling is on a large AI datacenter built in a very hot place like Saudi Arabia 🤔

Over the past 12 months, everything is negative except 'Large-Cap Growth' 🤔

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!"

Today's Edition:

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

www.libertyrpf.com/p/589-oracle...

Well, it's what happens when you outlaw innovation ¯\_(ツ)_/¯

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"

oday's FREE Edition is out, full of goodies:

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

www.libertyrpf.com/p/588-google...

OpenAI is clearly facing a compute crunch. ChatGPT is particularly slow today. All those gigawatts of inference can't come online soon enough...

Has Gen Z discovered Where is My Mind by the Pixies yet?

It feels like a couple of the parts could work with short form video memes.

This probably shouldn’t work, but it’s quite a good cover of Nirvana’s Something in the Way. It grows on me every time I hear it:

In the mail: