@liberty.bsky.social
Welcome to the Bunker! OSV | I write about business & investing π¦ π°, science & technology π§ͺπ¬, and the arts π http://LibertyRPF.com (free 1x/week, podcast, 28,000+ subscribers)
Today's Edition is out, packed with goodies that you can read over the weekend:
615: Nvidia Q4, Ben Evans on AI Economics, Meta + Google TPUs, China Solar at 1TW/Year, Anthropic vs DoD, AWS Outages, METR, Sora, and Marty Supreme
www.libertyrpf.com/p/615-nvidia...
Today's Edition is out, packed with goodies that you can read over the weekend:
615: Nvidia Q4, Ben Evans on AI Economics, Meta + Google TPUs, China Solar at 1TW/Year, Anthropic vs DoD, AWS Outages, METR, Sora, and Marty Supreme
www.libertyrpf.com/p/615-nvidia...
Today's FREE Edition is out, full of goodies:
614: Anthropic vs Chinese AI Labs, Private vs Public Markets, OpenAI, Stripe + Paypal, Meta + AMD, Perplexity, Data Center Video Game, and Dunk & Egg
www.libertyrpf.com/p/614-anthro...
Hey man! Linked your post here fyi: www.libertyrpf.com/p/614-anthro...
25.02.2026 16:44 β π 1 π 0 π¬ 0 π 0
Today's FREE Edition is out, full of goodies:
614: Anthropic vs Chinese AI Labs, Private vs Public Markets, OpenAI, Stripe + Paypal, Meta + AMD, Perplexity, Data Center Video Game, and Dunk & Egg
www.libertyrpf.com/p/614-anthro...
Stripe worth $159 billion or more than
$PYPL $ADYEN.NA $XYZ $GPN $NEXI.IM $STNE $ACIW $FOUR $DLO $PAGS combined
With ~1/10th the revenue
I need this: www.bbc.com/news/article...
22.02.2026 21:55 β π 0 π 0 π¬ 0 π 0
Today's Edition, up to the gills in goodies:
613: OpenClaw, OpenAI's $100bn Raise, Meta + Nvidia, Blue Origin TeraWave, Boris Cherny, Cursor, Datacenter Electricity, Creatine for Cognition, and A Knight of the Seven Kingdoms
www.libertyrpf.com/p/613-opencl...
Today's Edition, up to the gills in goodies:
613: OpenClaw, OpenAI's $100bn Raise, Meta + Nvidia, Blue Origin TeraWave, Boris Cherny, Cursor, Datacenter Electricity, Creatine for Cognition, and A Knight of the Seven Kingdoms
www.libertyrpf.com/p/613-opencl...
Today's FREE Edition is out, full of goodies:
612: Anthropic Bull & Bear, Jeff Dean's Mind, Codex Spark & Qualitative Speed, Adults Out-Scrolling Kids, ChatGPT's Authority Laundering, and Haptic Visuality
www.libertyrpf.com/p/612-anthro...
Today's FREE Edition is out, full of goodies:
612: Anthropic Bull & Bear, Jeff Dean's Mind, Codex Spark & Qualitative Speed, Adults Out-Scrolling Kids, ChatGPT's Authority Laundering, and Haptic Visuality
www.libertyrpf.com/p/612-anthro...
Some of Goebbelsβ dirty tricks at the beginning of the war against the UK in WWII (plus Γ§a changeβ¦)
14.02.2026 00:07 β π 2 π 0 π¬ 0 π 0
If you prefer to listen on Youtube:
www.youtube.com/watch?v=8J1m...
My SIXTH annual interview with David Kim aka @scuttleblurb about investing, the markets, and his excellent business analysis newsletter. Enjoy!
www.libertyrpf.com/p/interview-...
Today's FREE Edition is out:
611: The Escher Hands Era, Trust Paradox, AI Coding, Software Biz, Dylan Patel, Sleep Deprivation's Cruelest Trick, 500 Open Source Flaws, and Jonathan Tepper's Memoirs
www.libertyrpf.com/p/611-the-es...
Today's FREE Edition is out:
611: The Escher Hands Era, Trust Paradox, AI Coding, Software Biz, Dylan Patel, Sleep Deprivation's Cruelest Trick, 500 Open Source Flaws, and Jonathan Tepper's Memoirs
www.libertyrpf.com/p/611-the-es...
π¨ New podcast with @borrowed_ideas ! ποΈπ§
Trillion Dollar Club with Mostly Borrowed Ideas (MBI): Nvidia, Apple, Google, Microsoft, Amazon, TSMC, Meta, Broadcom, and Tesla ππ°ππ€π
www.libertyrpf.com/p/trillion-d...
π§ If you prefer Apple Podcasts: podcasts.apple.com/ca/podcast/t...
30.01.2026 16:03 β π 0 π 0 π¬ 0 π 0π§ If you prefer Spotify: open.spotify.com/episode/1Mqr...
30.01.2026 16:03 β π 0 π 0 π¬ 1 π 0
πΊ If you prefer on Youtube:
www.youtube.com/watch?v=7taS...
π¨ New podcast with @borrowed_ideas ! ποΈπ§
Trillion Dollar Club with Mostly Borrowed Ideas (MBI): Nvidia, Apple, Google, Microsoft, Amazon, TSMC, Meta, Broadcom, and Tesla ππ°ππ€π
www.libertyrpf.com/p/trillion-d...
βIf you give me six lines written by the hand of the most honest of men, I will find something in them which will hang him.β βCardinal Richelieu
30.01.2026 13:29 β π 0 π 0 π¬ 0 π 0
Today's FREE Edition is out, jammed packed with things worth thinking about:
610: Jensen on Everything, Apple + Google, Claude Cowork, Jim O'Shaughnessy & Jimmy Soni, GPT Solved 3 ErdΕs Problems, Software Guitar Amps, and NYPD Blue
www.libertyrpf.com/p/610-jensen...
"Microsoft has become one of Anthropic's top clients and was recently on pace to spend nearly $500M/year for Anthropic's AI to power Microsoft products" π€
14.01.2026 22:05 β π 1 π 0 π¬ 0 π 0
Today's FREE Edition is out, jammed packed with things worth thinking about:
610: Jensen on Everything, Apple + Google, Claude Cowork, Jim O'Shaughnessy & Jimmy Soni, GPT Solved 3 ErdΕs Problems, Software Guitar Amps, and NYPD Blue
www.libertyrpf.com/p/610-jensen...
"Tesla will stop selling the advanced driver-assistance system it calls Full Self-Driving, and instead switch to an entirely monthly subscription service. ($99/month)" π€
14.01.2026 13:50 β π 1 π 0 π¬ 0 π 0
My new flashlight π¦
I should have included a banana for scale π€
I think if everyone was trained from a young age to recognize dark triad personalities, a lot of problems would be avoided π€
12.01.2026 12:36 β π 3 π 0 π¬ 0 π 0
The darker lesson of the Dunkirk evacuation was that a reverse Dunkirk was also possible for the invading force:
11.01.2026 21:45 β π 3 π 0 π¬ 0 π 0
The part of Churchillβs βwe will fight on the beachesβ¦β speech that you didnβt hear:
11.01.2026 21:33 β π 3 π 0 π¬ 0 π 0