LibertyRPF

LibertyRPF

Creator
0 followers

Newsletter author; company analysis, moats and long-term investing notes.

Timeless Western Thrills Kids and Parents Alike
SocialMay 7, 2026

Timeless Western Thrills Kids and Parents Alike

I just rewatched Butch Cassidy and the Sundance Kid. It was my kids' first time seeing it. I was a bit worried that they may not like it because of the pacing (it came out in 1969 after all). But...

By LibertyRPF
Anthropic Aims to Build Gigawatts of Orbital AI Compute
SocialMay 6, 2026

Anthropic Aims to Build Gigawatts of Orbital AI Compute

"As part of this agreement, Anthropic also expressed interest in partnering to develop multiple gigawatts of orbital AI compute capacity." 🤔

By LibertyRPF
AI's All-You-Can-Eat Era Ends, New Partnerships Emerge
SocialApr 29, 2026

AI's All-You-Can-Eat Era Ends, New Partnerships Emerge

Today's all-you-can-eat Edition: 📫 633: AI’s All-You-Can-Eat Era is Ending, Google's Two-Chip TPU Strategy, OpenAI & Microsoft's New Deal, Musk's AI Reboot, SpaceX AI & Cursor, My Thoughts on GPT-5.5, and Pancreatic Cancer Vaccine https://t.co/hR0KLhjN6S

By LibertyRPF
New Podcast Explores A Knight of the Seven Kingdoms
SocialApr 27, 2026

New Podcast Explores A Knight of the Seven Kingdoms

New podcast on A Knight of the Seven Kingdoms (HBO show & the George R.R. Martin novella) ⚔️🛡️🐴🏰 https://t.co/NflzOn2cpr

By LibertyRPF
User Calls for Unified Usage Dashboard Across All Claude Products
SocialApr 26, 2026

User Calls for Unified Usage Dashboard Across All Claude Products

@bcherny @felixrieseberg I like the Claude Code dashboard in the app, but I wish there was a similar dashboard for my full account, showing me token and model use across Chat/Cowork/Claude Code. The current one has such a big blindspot...

By LibertyRPF
Model Too Good to Release Highlights GPU Inequality
SocialApr 10, 2026

Model Too Good to Release Highlights GPU Inequality

Today's Edition is taken off and achieved stage separation: 629: Mythos vs World: The Model Too Good to Release, GPU Rich vs GPU Poor Leaderboard, Meta's Back With Muse Spark, Greg Brockman, Artemis II, and Lady Bird https://t.co/JfGlIX7rXP

By LibertyRPF
Free Edition Highlights Apple, Anthropic,
SocialApr 8, 2026

Free Edition Highlights Apple, Anthropic,

Today's FREE Edition is out the door 🚪 628: Apple’s Air Traffic Controller Strategy, Anthropic's $30bn ARR + TPU Deal, Meta's Leaderboard, Berkshire Hathaway’s Mountain, Visa, Moody's & S&P Global, Max Life Expectancy, and Andy Weir https://t.co/p5cce4qVGU

By LibertyRPF
Predicting Six-Week Victory Proved Overly Optimistic
SocialMar 28, 2026

Predicting Six-Week Victory Proved Overly Optimistic

“war against Russia seemed easy... The worst of the fighting would be over in six weeks, he predicted” https://t.co/dfqG6TKCht

By LibertyRPF
Claude Code Gets 1M Token Window; Cowork Still Limited
SocialMar 21, 2026

Claude Code Gets 1M Token Window; Cowork Still Limited

@felixrieseberg Why did Claude Code get the recent 1M token window-at-same-cost upgrade but not Cowork? I hope it's coming soon.

By LibertyRPF
User Frustrated by Extra Taps to Adjust Thinking Mode
SocialMar 18, 2026

User Frustrated by Extra Taps to Adjust Thinking Mode

@OpenAI @ChatGPTapp I really dislike how you've made it more taps to change the 'thinking effort' in the ChatGPT app. As someone who constantly toggled between thinking and extended thinking, this is super annoying. https://t.co/0Xbez5PdBl

By LibertyRPF
Opus 3 Substack Vanished After Initial Announcement
SocialMar 18, 2026

Opus 3 Substack Vanished After Initial Announcement

@AnthropicAI what happened to Opus 3’s substack? There were never any posts after the big fanfare announcing it. https://t.co/by55bhhHnx

By LibertyRPF
Britain Decentralized Aircraft Production to Thwart Luftwaffe Attacks
SocialMar 15, 2026

Britain Decentralized Aircraft Production to Thwart Luftwaffe Attacks

When England made its aircraft production go decentralized to protect it from the Luftwaffe: 🇬🇧 https://t.co/vDvPBs6r2t

By LibertyRPF
Nvidia Overtakes Apple at TSMC, Plus Market Highlights
SocialMar 4, 2026

Nvidia Overtakes Apple at TSMC, Plus Market Highlights

Today's FREE Edition has more interesting things than can reasonably be expected to fit in a Honda Odyssey: 616: Nvidia Dethrones Apple at TSMC, Coase Conjecture and AI Lab Profits, Boots on the Ground vs Panopticon, BART Applied Economics, Apple’s 2025...

By LibertyRPF
Weekend Read: AI, Cloud Outages, Solar Milestones
SocialFeb 27, 2026

Weekend Read: AI, Cloud Outages, Solar Milestones

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 https://t.co/m8aYjFz1jo

By LibertyRPF