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liberty.bsky.social
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)
Tonight I saw episode 1 of ‘Task’, the HBO show. Someone told me it was the same creator as ‘Mare of Easttown’ and that was enough to convince me to check it out.

Very promising so far, deliberate pacing, great cinematography (those shadows!) and strong, lived in characters.
November 27, 2025 at 2:35 AM
Today's FREE Edition is out, stuffed like a thanksgiving turkey:

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

www.libertyrpf.com/p/602-nvidia...
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 4:33 PM
“Nvidia’s free cash flow has mushroomed from $3.8 billion in the year to January 2023 to an estimated $96.5 billion in the year ending this coming January… That revenue growth represents a compound annual growth rate of 194%.” 😗
November 25, 2025 at 2:49 AM
If the Beatles broke up today, their first album would have come out in 2018. 🤯
November 23, 2025 at 3:52 AM
Nano Banana Pro: Plausible Deniability-as-a-Service 📸🍌
November 22, 2025 at 1:52 AM
One of life’s little pleasures is cutting things with a freshly sharpened knife 🔪 🧅 🍅 🥩
November 21, 2025 at 10:31 PM
"Google starts rolling out ads in AI mode; the ads look similar to the citations in AI answers but with a 'sponsored' label" 🤔
November 21, 2025 at 7:19 PM
My first podcast 🎧 in a while!

A really fun and wide-ranging conversation with Tinkered Thinking and Dylan O'Sullivan about the great book 'White Mirror' 🦾🪞📖🦋 and how to reboot your childlike wonder:

www.libertyrpf.com/p/white-mirr...
White Mirror: 31 Stories, a $1,000 Puzzle, and Sci-Fi to Reboot Your Childlike Wonder 🦾🪞📖🦋
Listen now | Podcast #35
www.libertyrpf.com
November 21, 2025 at 4:27 PM
Reposted by Liberty 💚 🥃
Today's FREE Edition is out, and it's the Google special:

601: Gemini 3.0!, AI Love Triangle of Anthropic, Microsoft & Nvidia, Satya Nadella Interview, Google TPU v7, Malaria, WWI, and Woodstock '99

www.libertyrpf.com/p/601-gemini...
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 19, 2025 at 4:03 PM
Today's FREE Edition is out, and it's the Google special:

601: Gemini 3.0!, AI Love Triangle of Anthropic, Microsoft & Nvidia, Satya Nadella Interview, Google TPU v7, Malaria, WWI, and Woodstock '99

www.libertyrpf.com/p/601-gemini...
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 19, 2025 at 4:03 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
"effectively generating more subjective life"
www.libertyrpf.com
November 14, 2025 at 4:08 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.” 🤯
November 12, 2025 at 7:23 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
"I needed role models, and could only find them in books"
www.libertyrpf.com
November 12, 2025 at 6:34 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?
November 11, 2025 at 4:43 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 ❄️☃️
November 9, 2025 at 8:12 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" 🤔
November 9, 2025 at 6:37 PM
On the aesthetics of the NeXT Cube, Steve Jobs’ non-Apple computer, “the Death Star of computers”:
November 8, 2025 at 2:23 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.” 🤔
November 6, 2025 at 1:07 PM
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
"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
"what differentiates a “good bubble” from a bad one?"
www.libertyrpf.com
November 5, 2025 at 5:18 PM
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
Some languages have minimal vocabulary to describe colors: 🎨
November 2, 2025 at 4:24 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 🥱 ☕️
November 2, 2025 at 2:12 PM
Saturday morning rereading: 📖 ☕️
November 1, 2025 at 2:26 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 🪙
November 1, 2025 at 2:03 PM