Is that good?

(Mythos benchmarks vs GPT-5.4 and Gemini 3.1 Pro)

Wow

A lot of people are learning about the scorpion and the frog these days. 🐸🦂

The firebombing of London in 1941:

627: Artemis II & Astrovan, Waymo, Zuck & Demis Hassabis, Old GPUs Aging like Wine, Demis Hassabis Bio, Redrawing the Intelligence Map, Christensen & Dediu, Nvidia + Marvell, and Hollywood Recession "Astronauts love traditions"

For long weekend reading:

627: Artemis II & Astrovan, Waymo, Zuck & Demis Hassabis, Old GPUs Aging like Wine, Demis Hassabis Bio, Redrawing the Intelligence Map, Christensen & Dediu, Nvidia + Marvell, and Hollywood Recession

www.libertyrpf.com/p/627-artemi...

626: ARM's Not Just IP Anymore, From Magnificent 7 to Hateful 8, Benedict Evans, Netflix Pricing, Microsoft, Inference Bandwidth, Snob Sandwich, and Pink Floyd "You’re a strategy taker, not a strategy setter."

Todays' FREE Edition, which includes my dream reading chair:

626: ARM's Not Just IP Anymore, From Magnificent 7 to Hateful 8, Benedict Evans, Netflix Pricing, Microsoft, Inference Bandwidth, Snob Sandwich, and Pink Floyd

www.libertyrpf.com/p/626-arms-n...

Digital. I just thought the vinyl image was cooler to illustrate.

“war against Russia seemed easy... The worst of the fighting would be over in six weeks, he predicted”

Very nice

When’s the last time you listened to Dark Side of the Moon from beginning to end?

Why not today?

I did it this morning. It had been a while. Still quite a ride. 🌘

In the mail today:

625: Google TurboQuant, Karpathy’s AI Psychosis, Anthropic's Tight Compute, Memory Stocks, Jensen as VC, xAI's Exodus, Texas Batteries, Germany, and Fixing Nuclear Paperwork "The Japanese have a word for this"

Today's Edition is live, just in time for weekend relaxation + learning:

625: Google TurboQuant, Karpathy’s AI Psychosis, Anthropic's Tight Compute, Memory Stocks, Jensen as VC, xAI's Exodus, Texas Batteries, Germany, and Fixing Nuclear Paperwork

www.libertyrpf.com/p/625-google...

624: How Waymo Actually Works, Jensen's Big Bet, Canada's Lost Decade, Secret Soviet Space Cannon, Claude's Domesticated Claw, Chinese Wifi, and My Review of Project Hail Mary "Of course he dominated. That’s what gods do."

Today's FREE Editions, amaze amaze amaze:

624: How Waymo Actually Works, Jensen's Big Bet, Canada's Lost Decade, Secret Soviet Space Cannon, Claude's Domesticated Claw, Chinese Wifi, and My Review of Project Hail Mary

www.libertyrpf.com/p/624-how-wa...

623: AI Compute Bottlenecks, Constellation Software AI Podcast, Cowork, Greg Brockman, Dylan Patel, Anthropic's Culture, Sociopath Seesaw, Netflix + Ben Affleck's AI, and The Blues Brothers "I have this theory that I call the ‘sociopath seesaw’."

It's 106 miles to Chicago, we got a full tank of gas, half a pack of cigarettes, it's dark... and we're wearing sunglasses. Hit it:

623: AI Compute Bottlenecks, Constellation Software AI Podcast, Cowork, Greg Brockman, Dylan Patel, Anthropic's Culture, and more

www.libertyrpf.com/p/623-ai-com...

I didn’t know that!

Churchill, known for his cigars, kept getting them as gifts. His advisor was concerned about poisoned cigars.

"If the Germans come, each one of you can take a dead German with you.”

Churchill’s personal bravery was quite something:

“Propaganda Minister Joseph Goebbels grew perplexed. None of it made sense. He could not fathom why Churchill had not yet conceded defeat, given the nightly pounding of London.”

Mickey Mouse gas masks during WWII

622: Are Nvidia's Margins Sustainable?, OpenAI Drops Side Quests, Anthropic, China Compute, Starlink + Russia, Meta CFO, Google, AI Water, Project Hail Mary, and Dune 3 "Not a one-time optimization, but a system that keeps finding gains."

Today's Edition, full of interesting things to read over the weekend:

622: Are Nvidia's Margins Sustainable?, OpenAI Drops Side Quests, Anthropic, China Compute, Starlink + Russia, Meta CFO, Google, AI Water, Project Hail Mary, and Dune 3

www.libertyrpf.com/p/622-are-nv...

👍

I’ve listened to Dungeon Crawler Carl on audiobook for the first 4 books. Fun stuff. Great narrator on the audio.

I’m reading this:

That time Churchill had London’s anti-aircraft guns fire a lot at night even if they weren’t hitting anything because it boosted morale. And it worked really well!

After all these years, there’s still nothing that beats a good book. 📖

622: Are Nvidia's Margins Sustainable?, OpenAI Drops Side Quests, Anthropic, China Compute, Starlink + Russia, Meta CFO, Google, AI Water, Project Hail Mary, and Dune 3 "Not a one-time optimization, but a system that keeps finding gains."

Today's Edition, full of interesting things to read over the weekend:

622: Are Nvidia's Margins Sustainable?, OpenAI Drops Side Quests, Anthropic, China Compute, Starlink + Russia, Meta CFO, Google, AI Water, Project Hail Mary, and Dune 3

www.libertyrpf.com/p/622-are-nv...

621: Going Deep on Nvidia GTC 2026, Agentic Era, Groq Strategy, OpenClaw Hype, The Android of Self-Driving, 1990 Video Store Simulator, Shingles Vaccine vs Cognitive Decline, and Rick Beato Interview "Strange to think about the path dependency"

📬 Today's FREE Edition is out, packed with transistors & bits:

621: Going Deep on Nvidia GTC 2026, Agentic Era, Groq Strategy, OpenClaw Hype, The Android of Self-Driving, 1990 Video Store Simulator, Shingles Vaccine vs Cognitive Decline, and Rick Beato Interview

www.libertyrpf.com/p/621-going-...

621: Going Deep on Nvidia GTC 2026, Agentic Era, Groq Strategy, OpenClaw Hype, The Android of Self-Driving, 1990 Video Store Simulator, Shingles Vaccine vs Cognitive Decline, and Rick Beato Interview "Strange to think about the path dependency"

📬 Today's FREE Edition is out, packed with transistors & bits:

621: Going Deep on Nvidia GTC 2026, Agentic Era, Groq Strategy, OpenClaw Hype, The Android of Self-Driving, 1990 Video Store Simulator, Shingles Vaccine vs Cognitive Decline, and Rick Beato Interview

www.libertyrpf.com/p/621-going-...

Also the storage of finished aircraft:

When England made its aircraft production go decentralized to protect it from the Luftwaffe: 🇬🇧