Liberty’s Highlights $12 / month

Liberty's Highlights is a Substack exploring the intersections of investing, business, technology, arts, and personal productivity. It offers insights into tech industry dynamics, investment strategies, AI developments, and cultural observations, coupled with personal musings on health, exercise, and the philosophical aspects of life and work.

Investing & Business Science & Technology The Arts Personal Productivity Health & Exercise Artificial Intelligence Cultural Observations

The hottest Substack posts of Liberty’s Highlights

And their main takeaways

471: Relative Valuation, Perplexity AI, RIP Artifact, Hertz Sells Teslas, Marc Andreessen, DARPA Plane, Uranium, LEDs, and Jake Gyllenhaal

1041 implied HN points • 17 Jan 24
🕹 Technology AI Electric Vehicles AI Applications Renewable Energy Aerospace
  1. Opportunity cost is often invisible but significant, so consider it in decision-making.
  2. Relative valuation in investing can be misleading, so always dig deeper.
  3. Mixing children of different ages in schools could offer benefits in learning and social development.

469: The Market's Goal, Synopsys + Ansys, Nvidia, Spyderco, Intel AI Spin, Nuclear Arsenal Forgotten Secrets, Recessions Since 1860, and Searching for Bobby Fischer

884 implied HN points • 10 Jan 24
💰 Finance Market Dynamics Mergers Tech industry Nuclear Weapons Film
  1. The market often surprises people and goes through cycles of confusion and growth.
  2. US recessions have been less frequent, signifying stability, but opportunities for growth still exist.
  3. Merger talks and developments in companies like Synopsys, Ansys, Nvidia, and Intel show shifts in technology landscapes.

476: Boring Success, Microsoft CapEx, LVMH, Nvidia, Data Center Electricity, Spotify & Joe Rogan, Tesla Model 3 Refresh, and Dragon Prince

412 implied HN points • 07 Feb 24
🕹 Technology Podcasts Data Centers Electricity AI Streaming
  1. Compete in life with kindness, creativity, and resilience, not just success.
  2. Success in one area can enable you to take risks and be more adventurous in other aspects of life.
  3. Electricity consumption from data centers, AI, and crypto is expected to double by 2026, impacting energy needs significantly.
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474: Apple Cloud Gaming, Elon Musk vs Tesla & OpenAI, LVMH, Dialup Era, Batteries, Chip Smuggling, Neuralink + Humans, and Malaria Vaccine

373 implied HN points • 31 Jan 24
🕹 Technology Gaming AI Cryptocurrency Medical Neuroscience
  1. Reflect on past technological transitions to appreciate progress made and inspire future advancements
  2. Batteries are crucial for transitioning to clean energy but require significant investment and innovation
  3. Exciting developments in technology, from Apple allowing game streaming to Neuralink's brain implants

452: Constellation Software's Big Win, Big Tech Deep Value, Excel Era, TikTok & Bytedance, Herb Kelleher, LEGO, DALL-E 3, and Melatonin

589 implied HN points • 04 Oct 23
🕹 Technology Software AI Generative AI Financials Entertainment
  1. Consider replacing habits rather than trying to stop them cold turkey.
  2. Big Tech companies like Apple, Microsoft, Alphabet, Amazon, and Meta collectively generated impressive operating cash flow over the past decade.
  3. Be cautious with melatonin supplements as their actual content may vary significantly from what is labeled.

454: Biggest Bond Crash in 150 Years, Microsoft + Activision, ARM, Wikipedia, Jimmy Buffett, Semiconductors, and Tokyo Digital Twin

471 implied HN points • 16 Oct 23
💰 Finance Investing Markets Economics Statistical Analysis Trends
  1. The biggest bond market rout in 150 years is happening now.
  2. Once-in-a-century events appear more frequently due to statistical misunderstanding, evolving baselines, and increased detection and reporting.
  3. Statistical probabilities can explain why 'rare' events seem to be happening more often in recent times.

453: Anthropic, Microsoft Athena AI Chip, Nvidia Strikes Back, Antitrust Catch-22, China vs Wind Power, Nobel Immigrants, EV, and JS Bach

491 implied HN points • 11 Oct 23
🕹 Technology AI Antitrust Energy Immigration
  1. Be skeptical of misinformation during times of tragedy and beware of those who use geopolitical excuses to dehumanize situations.
  2. Don't get attached to beliefs and welcome constructive criticism to identify and correct blind spots over time.
  3. Electric vehicles are more energy-efficient compared to internal combustion engine vehicles, and smart planning is key to meet the increasing electricity demand for transportation needs.

455: Rolex Pricing, Jensen & Nvidia, China Chip Ban 1.5, Costco, Google Maps to Optimize Cities, Bicycle for the Mind, and Beckham

452 implied HN points • 18 Oct 23
🕹 Technology Chips Algorithms Data Analysis Artificial Intelligence Tech Companies
  1. It's liberating to realize that most fields are understandable to an interested outsider, focusing on big ideas.
  2. Exploring new fields and combining knowledge from different areas can lead to rich and interesting discoveries.
  3. Taking calculated risks and thorough preparation can lead to successful outcomes in business decisions, like pushing all the chips in.

449: Amazon + Anthropic, TSMC AZ, Costco, Xero Shoes, Microsoft + Activision, Bloomberg for Sale, AI Copyright, and The Bear

491 implied HN points • 25 Sep 23
🕹 Technology AI Cloud Computing Tech industry
  1. The author is incorporating strength training into their routine by researching equipment like dumbbells and a bench for a home gym setup.
  2. Obsessing over equipment can distract from the main goal of strength training, but having a convenient home setup may lead to more consistent workouts.
  3. Soap is a relatively recent invention in human history, dating back around five thousand years, significantly changing personal hygiene practices.

447: Nvidia vs Hyperscalers, TSMC, Tech IPOs, SpaceX & Starlink, $5bn for Old Songs, ChatGPT vs 17 Doctors, and Phoebe Waller-Bridge

471 implied HN points • 18 Sep 23
🕹 Technology Tech Companies AI Cloud Services Semiconductors Data Centers
  1. Having a creative outlet can shift your mindset and generate more ideas.
  2. Writing online is competitive, requires multiple skills, and is ruled by power laws.
  3. Nvidia is making strategic moves in cloud services, there is competition in AI chips, and TSMC's Arizona plant chips still need to be shipped to Taiwan.