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
662: Testing Muse Like a Maniac, Meta vs Amazon, Nvidia’s Moat Moves Outward, OpenAI Says It Solved 100 Math Problems, Opus 5.5 & GPT-6 Sol and Luna, Sherlock vs. Sherlock, and Competing With Mozart • “some fictional idiots are much more interesting”
662: Testing Muse Like a Maniac, Meta vs Amazon, Nvidia’s Moat Moves Outward, OpenAI Says It Solved 100 Math Problems, Opus 5.5 & GPT-6 Sol and Luna, Sherlock vs. Sherlock, and Competing With Mozart
“some fictional idiots are much more interesting”
www.libertyrpf.com
September 23, 2026 at 7:52 PM
662: Testing Muse Like a Maniac, Meta vs Amazon, Nvidia’s Moat Moves Outward, OpenAI Says It Solved 100 Math Problems, Opus 5.5 & GPT-6 Sol and Luna, Sherlock vs. Sherlock, and Competing With Mozart • “some fictional idiots are much more interesting”
The Brain is the Replaceable Part • Persistent AI Assistants Are Getting Harder to Leave
The Brain is the Replaceable Part
Persistent AI Assistants Are Getting Harder to Leave
www.libertyrpf.com
September 18, 2026 at 7:53 PM
The Brain is the Replaceable Part • Persistent AI Assistants Are Getting Harder to Leave
661: OpenAI’s Defense Factory, Amazon’s Qualcomm Deal, AIs Emailing Philosophers, China’s 3-Year HBM Gap, Nvidia’s Anthropic IPO Math, Google Meets Claude, Light at 5 km/h, and Star Wars in IMAX 70mm • “when does this start happening to newsletter writers?”
661: OpenAI’s Defense Factory, Amazon’s Qualcomm Deal, AIs Emailing Philosophers, China’s 3-Year HBM Gap, Nvidia’s Anthropic IPO Math, Google Meets Claude, Light at 5 km/h, and Star Wars in IMAX 70mm
“when does this start happening to newsletter writers?”
www.libertyrpf.com
September 16, 2026 at 4:53 PM
661: OpenAI’s Defense Factory, Amazon’s Qualcomm Deal, AIs Emailing Philosophers, China’s 3-Year HBM Gap, Nvidia’s Anthropic IPO Math, Google Meets Claude, Light at 5 km/h, and Star Wars in IMAX 70mm • “when does this start happening to newsletter writers?”
Seeding Future Nostalgia • The movies, music, and little rituals our children might remember us by. 🎬🧠🌱
Seeding Future Nostalgia
The movies, music, and little rituals our children might remember us by. 🎬🧠🌱
www.libertyrpf.com
September 15, 2026 at 1:52 AM
Seeding Future Nostalgia • The movies, music, and little rituals our children might remember us by. 🎬🧠🌱
660: Nvidia’s $99B Portfolio, Agents for Couples, 400,000 GPUs Need Power, Zach Dell’s Turtles, ASML’s Bigger Stencil, Token Heists, Where’s Google?, Math Breakthroughs, and Seeding Future Nostalgia • “one of the peak human experiences”
660: Nvidia’s $99B Portfolio, Agents for Couples, 400,000 GPUs Need Power, Zach Dell’s Turtles, ASML’s Bigger Stencil, Token Heists, Where’s Google?, Math Breakthroughs, and Seeding Future Nostalgia
“one of the peak human experiences”
www.libertyrpf.com
September 11, 2026 at 4:53 PM
660: Nvidia’s $99B Portfolio, Agents for Couples, 400,000 GPUs Need Power, Zach Dell’s Turtles, ASML’s Bigger Stencil, Token Heists, Where’s Google?, Math Breakthroughs, and Seeding Future Nostalgia • “one of the peak human experiences”
Living One Model Ahead • What happens when the labs building the best AI get to use it on themselves first?
Living One Model Ahead
What happens when the labs building the best AI get to use it on themselves first?
www.libertyrpf.com
September 9, 2026 at 4:52 PM
Living One Model Ahead • What happens when the labs building the best AI get to use it on themselves first?
658: The Fed Thinks in Tokens, CrowdStrike’s AI Upsell, Gavin Baker: “Thank You, Jensen,” Claude Enters the Physical Lab, Abliteration Lobotomizing Models, China’s Mock Taipei, and Master of Puppets • “a periodic table for virtues”
658: The Fed Thinks in Tokens, CrowdStrike’s AI Upsell, Gavin Baker: “Thank You, Jensen,” Claude Enters the Physical Lab, Abliteration Lobotomizing Models, China’s Mock Taipei, and Master of Puppets
“a periodic table for virtues”
www.libertyrpf.com
September 2, 2026 at 4:53 PM
658: The Fed Thinks in Tokens, CrowdStrike’s AI Upsell, Gavin Baker: “Thank You, Jensen,” Claude Enters the Physical Lab, Abliteration Lobotomizing Models, China’s Mock Taipei, and Master of Puppets • “a periodic table for virtues”
657: Nvidia Q2, $279B Capacity Grab + Hugging Face, Ukraine’s Skunk Works, HEICO Preps for 10x, Helsing’s Machine War, Google Goes to Oz, Army Microreactors, and Nolan Interviews Lucas • “the truth is in the field”
657: Nvidia Q2, $279B Capacity Grab + Hugging Face, Ukraine’s Skunk Works, HEICO Preps for 10x, Helsing’s Machine War, Google Goes to Oz, Army Microreactors, and Nolan Interviews Lucas
“the truth is in the field”
www.libertyrpf.com
August 28, 2026 at 4:53 PM
657: Nvidia Q2, $279B Capacity Grab + Hugging Face, Ukraine’s Skunk Works, HEICO Preps for 10x, Helsing’s Machine War, Google Goes to Oz, Army Microreactors, and Nolan Interviews Lucas • “the truth is in the field”
656: Google vs. Nvidia’s Full Stack, OpenAI’s Spicy Jalapeño, Moderna’s $500K Cancer Bet, Google Maps, I Apparently Like Grok Now, Altman’s AI Bottlenecks, a Tiny AI Scientist, and Metallica • “Patrick Degorce, you are a mensch.”
656: Google vs. Nvidia’s Full Stack, OpenAI’s Spicy Jalapeño, Moderna’s $500K Cancer Bet, Google Maps, I Apparently Like Grok Now, Altman’s AI Bottlenecks, a Tiny AI Scientist, and Metallica
“Patrick Degorce, you are a mensch.”
www.libertyrpf.com
August 26, 2026 at 4:53 PM
656: Google vs. Nvidia’s Full Stack, OpenAI’s Spicy Jalapeño, Moderna’s $500K Cancer Bet, Google Maps, I Apparently Like Grok Now, Altman’s AI Bottlenecks, a Tiny AI Scientist, and Metallica • “Patrick Degorce, you are a mensch.”
655: $38M Hardware Heists, Datacenter NIMBYs, Nvidia’s Hidden Price Cuts, Kalanick on Chaos, Visa/Mastercard’s AWS Play, Meta Rents Microsoft AI, $150B Scam Economy?, Ted Lasso, and Project Hail Mary • “a lot of your curiosity acceleration depends on the world you live in”
655: $38M Hardware Heists, Datacenter NIMBYs, Nvidia’s Hidden Price Cuts, Kalanick on Chaos, Visa/Mastercard’s AWS Play, Meta Rents Microsoft AI, $150B Scam Economy?, Ted Lasso, and Project Hail Mary
“a lot of your curiosity acceleration depends on the world you live in”
www.libertyrpf.com
August 21, 2026 at 4:52 PM
655: $38M Hardware Heists, Datacenter NIMBYs, Nvidia’s Hidden Price Cuts, Kalanick on Chaos, Visa/Mastercard’s AWS Play, Meta Rents Microsoft AI, $150B Scam Economy?, Ted Lasso, and Project Hail Mary • “a lot of your curiosity acceleration depends on the world you live in”
654: Moderna’s Cancer Vaccine, Will We Ever Have Enough Compute?, Google Buys Spirit’s Data, Mythos vs Crypto, the Gigawatt Queue, Helium Browser, and Edge of Tomorrow: Verdun • “Algae don’t take over the universe”
654: Moderna’s Cancer Vaccine, Will We Ever Have Enough Compute?, Google Buys Spirit’s Data, Mythos vs Crypto, the Gigawatt Queue, Helium Browser, and Edge of Tomorrow: Verdun
“Algae don’t take over the universe”
www.libertyrpf.com
August 19, 2026 at 4:52 PM
654: Moderna’s Cancer Vaccine, Will We Ever Have Enough Compute?, Google Buys Spirit’s Data, Mythos vs Crypto, the Gigawatt Queue, Helium Browser, and Edge of Tomorrow: Verdun • “Algae don’t take over the universe”
AI Is Becoming a Compiler for Intelligence • The smartest use of intelligence is figuring out where you can get away with being stupid.
AI Is Becoming a Compiler for Intelligence
The smartest use of intelligence is figuring out where you can get away with being stupid.
www.libertyrpf.com
August 14, 2026 at 4:52 PM
AI Is Becoming a Compiler for Intelligence • The smartest use of intelligence is figuring out where you can get away with being stupid.
653: Jensen Commoditizes Capital, Constellation’s Dark Matter, Meta’s AI Tax Base, Intel’s $20bn, Westinghouse IPO, AI Audits Science, Cybersecurity Reflexivity, Jeff Dean, and Beatles 4x Biopics • "the nerdy wisdom of millions of Reddit commenters"
653: Jensen Commoditizes Capital, Constellation’s Dark Matter, Meta’s AI Tax Base, Intel’s $20bn, Westinghouse IPO, AI Audits Science, Cybersecurity Reflexivity, Jeff Dean, and Beatles 4x Biopics
"the nerdy wisdom of millions of Reddit commenters"
www.libertyrpf.com
August 12, 2026 at 4:52 PM
653: Jensen Commoditizes Capital, Constellation’s Dark Matter, Meta’s AI Tax Base, Intel’s $20bn, Westinghouse IPO, AI Audits Science, Cybersecurity Reflexivity, Jeff Dean, and Beatles 4x Biopics • "the nerdy wisdom of millions of Reddit commenters"
652: Rocks Are Made of Air?!, Google Brain Drain Hits Legends, Old Compute Ages Like Wine, Claude Designs Its Own Chips, Amazon $50B OpenAI Bet, Meta Prices Coding Data, Voice-Clone Hedge Fund Attacks • "relatively worse and absolutely more useful"
652: Rocks Are Made of Air?!, Google Brain Drain Hits Legends, Old Compute Ages Like Wine, Claude Designs Its Own Chips, Amazon $50B OpenAI Bet, Meta Prices Coding Data, Voice-Clone Hedge Fund Attacks
"relatively worse and absolutely more useful"
www.libertyrpf.com
August 8, 2026 at 1:52 PM
652: Rocks Are Made of Air?!, Google Brain Drain Hits Legends, Old Compute Ages Like Wine, Claude Designs Its Own Chips, Amazon $50B OpenAI Bet, Meta Prices Coding Data, Voice-Clone Hedge Fund Attacks • "relatively worse and absolutely more useful"
651: Darth Vader Wants to Lead the Rebels, Starlink Gobbles Falcon 9, Amazon’s $220B AI Bet, Claude Presses Delete, GPT-5.6 Induced Amnesia, AI Needs a Black Box, and Band of Brothers Belongs in IMAX • "The enemy gets a vote"
651: Darth Vader Wants to Lead the Rebels, Starlink Gobbles Falcon 9, Amazon’s $220B AI Bet, Claude Presses Delete, GPT-5.6 Induced Amnesia, AI Needs a Black Box, and Band of Brothers Belongs in IMAX
"The enemy gets a vote"
www.libertyrpf.com
August 5, 2026 at 4:52 PM
651: Darth Vader Wants to Lead the Rebels, Starlink Gobbles Falcon 9, Amazon’s $220B AI Bet, Claude Presses Delete, GPT-5.6 Induced Amnesia, AI Needs a Black Box, and Band of Brothers Belongs in IMAX • "The enemy gets a vote"
650: Revenge of the Blue Collars, Tokenmaxxing is Out, GPT-5.6 Cuts Its Own Costs, Why Slower Memory Was 3.45× Faster, Groq's Return on Luck, Google’s AlphaFold Brain Drain, and IMAX Archeology • "babies driving trucks"
650: Revenge of the Blue Collars, Tokenmaxxing is Out, GPT-5.6 Cuts Its Own Costs, Why Slower Memory Was 3.45× Faster, Groq's Return on Luck, Google’s AlphaFold Brain Drain, and IMAX Archeology
"babies driving trucks"
www.libertyrpf.com
July 31, 2026 at 1:52 PM
650: Revenge of the Blue Collars, Tokenmaxxing is Out, GPT-5.6 Cuts Its Own Costs, Why Slower Memory Was 3.45× Faster, Groq's Return on Luck, Google’s AlphaFold Brain Drain, and IMAX Archeology • "babies driving trucks"
649: China’s DUV Machines vs ASML, Opus 5’s Intelligence & Impenetrability, Roper Buys Itself, Vibe-Coded Software Pain, Spoiler-Aware AI, Ambient Learning, Frozen Fertility, and Nolan’s IMAX Mirrors • "It’s super user-hostile."
649: China’s DUV Machines vs ASML, Opus 5’s Intelligence & Impenetrability, Roper Buys Itself, Vibe-Coded Software Pain, Spoiler-Aware AI, Ambient Learning, Frozen Fertility, and Nolan’s IMAX Mirrors
"It’s super user-hostile."
www.libertyrpf.com
July 29, 2026 at 7:53 PM
649: China’s DUV Machines vs ASML, Opus 5’s Intelligence & Impenetrability, Roper Buys Itself, Vibe-Coded Software Pain, Spoiler-Aware AI, Ambient Learning, Frozen Fertility, and Nolan’s IMAX Mirrors • "It’s super user-hostile."
The Thinking Box • We taught AI to think out loud. Now we have to avoid teaching it what not to say.
The Thinking Box
We taught AI to think out loud. Now we have to avoid teaching it what not to say.
www.libertyrpf.com
July 27, 2026 at 7:52 PM
The Thinking Box • We taught AI to think out loud. Now we have to avoid teaching it what not to say.
648: Six Years, China’s Open-Model Leverage, Why Steve Jobs Fired Board Members, AI’s Two Workforces, IMAX 70mm Archaeology, Auto-Translation Everywhere, What Is Google Doing?, and My War-Film Project • "Who will you be?"
648: Six Years, China’s Open-Model Leverage, Why Steve Jobs Fired Board Members, AI’s Two Workforces, IMAX 70mm Archaeology, Auto-Translation Everywhere, What Is Google Doing?, and My War-Film Project
"Who will you be?"
www.libertyrpf.com
July 23, 2026 at 7:53 AM
648: Six Years, China’s Open-Model Leverage, Why Steve Jobs Fired Board Members, AI’s Two Workforces, IMAX 70mm Archaeology, Auto-Translation Everywhere, What Is Google Doing?, and My War-Film Project • "Who will you be?"
Why Your Mentors Seem Less Impressive Over Time • You finished the greatest hits. That doesn’t mean you caught up.
Why Your Mentors Seem Less Impressive Over Time
You finished the greatest hits. That doesn’t mean you caught up.
www.libertyrpf.com
July 20, 2026 at 4:53 PM
Why Your Mentors Seem Less Impressive Over Time • You finished the greatest hits. That doesn’t mean you caught up.
Start Here • The best places to begin exploring.
Start Here
The best places to begin exploring.
www.libertyrpf.com
July 17, 2026 at 4:59 AM
Start Here • The best places to begin exploring.
The Vastness of Time ⏳ • The Fermi question is usually about the vastness of space.
The Vastness of Time ⏳
The Fermi question is usually about the vastness of space.
www.libertyrpf.com
July 14, 2026 at 4:59 PM
The Vastness of Time ⏳ • The Fermi question is usually about the vastness of space.
Escape Velocity from Planet Average • When anyone can execute, taste is the new bottleneck. The good news: it can be trained.
Escape Velocity from Planet Average
When anyone can execute, taste is the new bottleneck. The good news: it can be trained.
www.libertyrpf.com
July 13, 2026 at 4:59 PM
Escape Velocity from Planet Average • When anyone can execute, taste is the new bottleneck. The good news: it can be trained.
647: AI Labs Nationalized by Vibes, Nvidia's RAM Double-Dip, GPT-5.6, Codex's Taste Economy, OpenAI's Valuation Math, The Violent Inside of a CT Scanner, Modern Sunscreen, and Billy Corgan • "the inherent asymmetry between attack and defense"
647: AI Labs Nationalized by Vibes, Nvidia's RAM Double-Dip, GPT-5.6, Codex's Taste Economy, OpenAI's Valuation Math, The Violent Inside of a CT Scanner, Modern Sunscreen, and Billy Corgan
"the inherent asymmetry between attack and defense"
www.libertyrpf.com
July 1, 2026 at 7:58 PM
647: AI Labs Nationalized by Vibes, Nvidia's RAM Double-Dip, GPT-5.6, Codex's Taste Economy, OpenAI's Valuation Math, The Violent Inside of a CT Scanner, Modern Sunscreen, and Billy Corgan • "the inherent asymmetry between attack and defense"
646: Apple's RAM Price Shock, OpenAI & Broadcom's Jalapeño, Micron's Wild Ride, Europe's A/C War, Cloudflare, Meta, Childcare, Rare Earths, Prime's 200M, Why Years Feel Shorter, and Why 4K is 2K • "start counting it in octaves"
646: Apple's RAM Price Shock, OpenAI & Broadcom's Jalapeño, Micron's Wild Ride, Europe's A/C War, Cloudflare, Meta, Childcare, Rare Earths, Prime's 200M, Why Years Feel Shorter, and Why 4K is 2K
"start counting it in octaves"
www.libertyrpf.com
June 26, 2026 at 4:57 PM
646: Apple's RAM Price Shock, OpenAI & Broadcom's Jalapeño, Micron's Wild Ride, Europe's A/C War, Cloudflare, Meta, Childcare, Rare Earths, Prime's 200M, Why Years Feel Shorter, and Why 4K is 2K • "start counting it in octaves"