LibertyRPF

LibertyRPF

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

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