Cody McCauley
@j6hfo4kpkl7wlfm2
Joined Jun 12, 2023
4
Following
0
Followers
23
37
150
Atomic Graph
466: DuPont’s 1919 Chart Room, Ford F-150 EV, Google, US Oil, Investing Wisdom, Rockets, Asset Bubbles, and Back to the Future
www.libertyrpf.com/p/466-duponts-1919-chart-room-ford?utm_source=post-email-title&publication_id=70226&post_id=139674274&utm_campaign=email-post-title&isFreemail=true&r=egrp7&utm_medium=email
Dec 13, 2023
1
464: Twilio's Big Crunch, Larry & Sergey, Munger, Paying Up, Nvidia, Cablecos vs Telecoms, Copilot, Winter Tires, and Light & Magic
www.libertyrpf.com/p/464-twilios-big-crunch-larry-and?utm_source=post-email-title&publication_id=70226&post_id=139300303&utm_campaign=email-post-title&isFreemail=true&r=egrp7&utm_medium=email
Dec 6, 2023
1
461: OpenAI Saga, Alibaba, Moats Are Not Static, Ford EV Plans, Microsoft's GPU Capex, Unreal Engine, RAM, and 'No CGI' Lies
www.libertyrpf.com/p/461-openai-saga-alibaba-moats-are?utm_source=post-email-title
Nov 22, 2023
2
459: Constellation Xmas, Mark Leonard GPT, Apple's 36% Google Cut, Meta + Amazon, Nvidia H200, Brad Jacobs, LNG, and Sopranos
www.libertyrpf.com/p/459-constellation-xmas-mark-leonard?utm_source=post-email-title&publication_id=70226&post_id=138735334&utm_campaign=email-post-title&isFreemail=true&r=egrp7&utm_medium=email
Nov 15, 2023
1
Opinion | ‘He’s Too Old, and I Feel Poor!’: Our Writers Discuss Voter Polls, Biden and the G.O.P.
www.nytimes.com/2023/11/08/opinion/biden-trump-republican-debate.html
Nov 8, 2023
1
453: Anthropic, Microsoft Athena AI Chip, Nvidia Strikes Back, Antitrust Catch-22, China vs Wind Power, Nobel Immigrants, EV, and JS Bach
www.libertyrpf.com/p/453-anthropic-microsoft-athena-ai?utm_source=post-email-title&publication_id=70226&post_id=137625211&utm_campaign=email-post-title&isFreemail=true&r=egrp7&utm_medium=email
Oct 11, 2023
1
Patrick OShaughnessy on X
twitter.com/patrick_oshag/status/1690444379494690816
Aug 25, 2023
2
445: China's Strategic GPU Reserve, Amazon, Streamer Inflation, TikTok Tic Toc, Huberman + Ferriss, Extralingual Tastebuds, and HBO
www.libertyrpf.com/p/445-chinas-strategic-gpu-reserve?utm_source=post-email-title&publication_id=70226&post_id=135936341&isFreemail=true&utm_medium=email
Aug 16, 2023
1
At 31, I have just weeks to live. Here's what I want to pass on | Elliot Dallen
www.theguardian.com/commentisfree/2020/sep/07/terminal-cancer-live-cancer-life-death
Aug 1, 2023
3
david phelps 🐮🏰🃏🐘 on Twitter
twitter.com/divine_economy/status/1683506775515975681
Jul 25, 2023
1
Don’t Forget How Strange This All Is
www.raptitude.com/2015/09/how-strange/?utm_source=substack&utm_medium=email
Jul 25, 2023
2
434: Meta's Threads vs Twitter, Crazy Porsche, US Energy Since 1776, Kevin Kelly, China Strikes Back, Norway, FBI, and AI Training AI
www.libertyrpf.com/p/434-metas-threads-vs-twitter-crazy?utm_source=post-email-title&publication_id=70226&post_id=132620899&isFreemail=true&utm_medium=email
Jul 5, 2023
1
MTV, Napster and Embracing Destruction
tcg.mirror.xyz/d1Wbe3dj9wRcOaIzcJbPX_zdeftT3xGkGy8_3nO0wIg
Jun 23, 2023
2
Why You Believe The Things You Do
collabfund.com/blog/why-you-believe-the-things-you-do/
Jun 21, 2023
44
430: Bytedance's Massive Nvidia Order, OpenAI App Store, Amazon Logistics & Ads, Shopify + Flexport, EV vs Hybrids, and the Beatles
www.libertyrpf.com/p/430-bytedances-massive-nvidia-order?utm_source=post-email-title&publication_id=70226&post_id=128834946&isFreemail=true&utm_medium=email
Jun 21, 2023
2
Fungible
cryptohayes.substack.com/p/fungible?utm_source=forefront.beehiiv.com&utm_medium=newsletter&utm_campaign=the-goose-boost
Jun 20, 2023
1
Absurdism | How to Party at the End of Meaning ☄️ - YouTube
www.youtube.com/watch?v=Jv79l1b-eoI
Jun 14, 2023
11
428: Zuckerberg's Universe, TSMC Dominance, Ford CEO Jim Farley, Toyota's EV Plans, AI Watermarking, and Hearing Loss & Dementia Risk
www.libertyrpf.com/p/428-zuckerbergs-universe-tsmc-dominance?utm_source=post-email-title&publication_id=70226&post_id=127161990&isFreemail=true&utm_medium=email
Jun 14, 2023
2
The Spectrum of Financial Dependence and Independence
collabfund.com/blog/the-spectrum-of-financial-dependence-and-independence/
Jun 12, 2023
1
Paying Attention
collabfund.com/blog/paying-attention/
Jun 12, 2023
3
Big Oxygen - YouTube
www.youtube.com/watch?v=sKouPOhh_9I
Jun 12, 2023
1