Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
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1 The Southwest’s Wildest Outdoor Art: From Lightning Fields to Sun Tunnels 30:55
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LikedA secret field that summons lightning. A massive spiral that disappears into a salt lake. A celestial observatory carved into a volcano. Meet the wild—and sometimes explosive—world of land art, where artists craft masterpieces with dynamite and bulldozers. In our Season 2 premiere, guest Dylan Thuras, cofounder of Atlas Obscura, takes us off road and into the minds of the artists who literally reshaped parts of the Southwest. These works aren’t meant to be easy to reach—or to explain—but they just might change how you see the world. Land art you’ll visit in this episode: - Double Negative and City by Michael Heizer (Garden Valley, Nevada) - Spiral Jetty by Robert Smithson (Great Salt Lake, Utah) - Sun Tunnels by Nancy Holt (Great Basin Desert, Utah) - Lightning Field by Walter De Maria (Catron County, New Mexico) - Roden Crater by James Turrell (Painted Desert, Arizona) Via Podcast is a production of AAA Mountain West Group.…
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1 Interview with David Kim a.k.a. Scuttleblurb (2025) 📈📉📊💰💸 38:23
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Play Later Play Later Lists Like LikedOne of my very favorite annual traditions is conducting this interview with my friend David Kim , aka Scuttleblurb (🕵📝). His investment research journal/company deep dives/business explorations were a key inspiration for this 🚢 steamboat. While the format is different, I hope there are similarities in the spirit. And I know that he has influenced and inspired many others — especially the good ones! In our conversation this year — the fifth one! — we explore the State of Scuttleblurb 📊 , his analyses of key industries and companies from the past year 🏭 , and our perspective on the market looking back at 2024 and heading into 2025 🔮 . We also discuss the evolution of his research process and the new tools he's adopted 🛠️ . I hope you enjoy listening as much as I enjoyed having the conversation! Photo: David and his brother Rich . If you missed them, here are the previous four annual interviews I did with David: * 📄 Interview with David Kim a.k.a. Scuttleblurb (2020) * 📄 Interview with David Kim a.k.a. Scuttleblurb (2022) * 🎧 Interview with David Kim a.k.a. Scuttleblurb (2023) * 📄 Interview with David Kim a.k.a. Scuttleblurb (2024) This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.libertyrpf.com/subscribe…
1 Mark Nelson: New U.S. Energy Policy, Chris Wright as Sec of Energy, Oil & Gas, LNG, Gigawatt-Scale Nuclear, Batteries, and Solar (Part 2) ⚡️🔌 🛢️⛽️⚛️🔋 1:00:19
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Play Later Play Later Lists Like LikedMark Nelson is back for Part 2! (If you missed it, here’s part 1 ) Another wide-ranging conversation: We discuss the implications of the new U.S. administration on energy policy , particularly focusing on Chris Wright, the incoming Secretary of Energy . We explore Wright’s background in the oil and gas industry , his connections to the nuclear sector through his board position at Oklo , and what his appointment might mean for both conventional and advanced nuclear power in America . We also get into the dynamics between different energy sources, including the relationship between nuclear power and electric vehicles, the future of LNG exports, and the complex economics of oil and gas production . Don’t miss the under-discussed love story (💞) between nuclear and batteries . ☢️🔋 We also touch on recent regulatory challenges facing Big Tech companies’ nuclear power initiatives and how the energy landscape might evolve in the coming years. We close with w hy it’s time to build (again) . 🏗️ ⚛️ 🚧👷♂️🛠️ This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.libertyrpf.com/subscribe…
1 TENET Deconstructed: ↔️ Christopher Nolan's Mind-Bending Time Thriller 🔁 1:52:44
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Play Later Play Later Lists Like Liked🚨 Note: The first part of the podcast is spoiler-free. The spoilers only start after a warning 🚨 What happens when six film enthusiasts dissect Christopher Nolan's most ambitious and polarizing puzzle box? 🧩 We dive deep into TENET — exploring and deconstructing the film's twisted timeline, inverted action sequences, and reality-bending concepts. 🕰️ 🧠🌀 What worked? What didn’t? Do we love it, hate it, or love/hate it? Our distinguished panel of inverted time-travelers assembled to discuss this crazy film is composed of: * 🗣️ Jim O’Shaughnessy * 🗣️ Jack Connor * 🗣️ Tinkered Thinking * 🗣️ Ed William * 🗣️ Dylan O’Sullivan Along the way, we venture into Nolan's other films and rank our faovrites, and somehow end up in Deadwood territory 🤠 This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.libertyrpf.com/subscribe…
1 Mark Nelson: How AI is Forcing Big Tech to Abandon '100% Renewable' Fantasy for Nuclear Reality (Part 1) ⚡️🔌 ⚛️ 🏭 🤖 37:14
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Play Later Play Later Lists Like LikedMark Nelson is back! ( our first conversation is here ) We discussed how AI's massive power needs are reshaping energy policy in unexpected ways. For years, Big Tech claimed to run on '100% renewable energy' while quietly relying on nuclear and fossil fuels. But now, as companies race to build massive AI computing centers requiring gigawatts of reliable 24/7 power, that pretense is crumbling. Starting with Microsoft's Three Mile Island deal for the revival of a shutdown nuclear plant, we explore how Silicon Valley's desperate hunt for steady power is forcing an energy policy reset across the industry and how that may impact anti-nuclear NGOs and policymakers everywhere. We dive into Germany's nuclear situation, Taiwan's power challenges, and how the world's richest companies went from being part of the problem to potentially part of the solution. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.libertyrpf.com/subscribe…
1 The Cost of Glory with Alex Petkas: Timeless Lessons from Ancient Greece and Rome 🏛️🏺📜 🏹⚔️🦅⚖️ 1:38:46
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Play Later Play Later Lists Like LikedI’m excited to share with you one of my favorite podcasts that I’ve recorded ! 🎧🥇 I hope you enjoy it and will ➡️ subscribe to ‘Cost of Glory ’ ⬅️ (listen on: Spotify or Apple Podcast ) and follow Alex’s explorations of the greatest stories from Roman and Greek antiquity. It’s like a time machine for the mind , and might inspire you to read some of the great books we recommend near the end of the podcast! In this episode, Alex and I discuss why the Romans and Greeks of Antiquity were 𝕤𝕠 𝕒𝕨𝕖𝕤𝕠𝕞𝕖 and his journey following in Plutarch’s footsteps — telling stories of real heroes and learning from their lives . Except Alex does it with a podcast instead of with a reed pen ( I had to look up what they used to write in antiquity… ) There’s a lot to love about this one. One of my favorite parts is when we do a lightning-round through a bunch of big names from the era, and Alex gives a highlight on each. We discuss people like Alexander the Great, Sulla, Hannibal, Scipio, Julius Caesar, Pompey, Cato the Elder and Cato the Younger, Xenophon, etc. It gave me a lot of context about names I recognized but didn’t know much about — I feel better equipped to dig deeper! I hope it’ll do the same for you. Enjoy! 💚 🥃 👇 Other Great Links For You * Cost of Glory Substack 📩📫 * Cost of Glory Free eBook on Oratory 📙🗣️ * Alex’s Guide on How to Read All of Plutarch's Lives 📖📚 * Alex’s Interview w/ Nat Friedman on the Mysteries of the Scrolls 📜🤖 * Follow Alex on Twitter/X 🐦 This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.libertyrpf.com/subscribe…
1 Semiconductors Industry: Going Deep with Mostly Borrowed Ideas (MBI) on TSMC, Texas Instruments, Nvidia, Intel, Hyperscalers, etc 1:14:28
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Play Later Play Later Lists Like LikedOn his eighth appearance on the podcast, MBI (🇧🇩🇺🇸) joins me to discuss one of humanity’s most impressive achievements: The semiconductor industry. Of course, we can’t talk about everything, and this isn’t meant to be a structured primer (for that, see below). It’s just a mostly unstructured conversation among friends, discussing whatever we find interesting in the space. We focus mostly on TSMC and Texas Instruments because that’s the two companies that MBI has researched more deeply, but we touch on ideas and concepts that apply more broadly. The goal is mostly to make you curious about this magic sand and encourage you to go down that rabbit hole too (we have book recommendations at the end if you don’t know where to start). We also brainstormed an interesting proposal to create a US alternative to TSMC (USSMC?) . 📄🕵️♂️ MBI’s Semiconductor Deep Dives 🩻🔍 * Semiconductors: "To see a World in a Grain of Sand" (sub required 🔐) * Texas Instruments: Leading the Analog Chips Industry (sub required 🔐) * TSMC: The Most Mission-Critical Company on Earth (sub required 🔐) This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.libertyrpf.com/subscribe…
1 Sicario by Denis Villeneuve: Going Deep with Ed William and Dylan O'Sullivan 🎥 🎬 🎞️ 🍿 53:39
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Play Later Play Later Lists Like LikedHere’s something a little different. A fun — but dark! — one. I’m a big fan of Denis Villeneuve, and I was due for a re-watch of ‘ Sicario ’ (2015, written by Taylor Sheridan). It was the perfect opportunity to nerd out about the film, so I recruited my OSV colleagues Ed William (🇬🇧) and Dylan O’Sullivan (🇮🇪) for that task. ( You should follow them on Twitter, and while you’re at it, sign up for the OSV Substack so you don’t miss the cool stuff we’ve got coming. ) The things you love are always better when you can share them with others and this is exactly what we do here. We go over every aspect of the film, from the writing, the acting, the cinematography, the music, the metaphors, and scene-by-scene analysis. But mostly, we have fun and I hope that you do too! If you’ve never seen the film, watch it before listening, as the podcast is one giant 🚨SPOILER🚨 — and if you’ve seen it but haven’t rewatched it, I hope we can convince you to do so and that you’ll notice a bunch of new cool details this time around. 🎧 Listen on Spotify If you prefer to listen on Spotify , here’s the feed: * Liberty’s Highlights podcast feed on Spotify 🎧 Listen on Apple Podcasts Here’s the podcast feed on Apple Podcasts : * Liberty’s Highlights podcast on Apple 📺 More Film & TV Podcasts 🎥 * 🎧 The Last of Us: Going Deep on HBO's Amazing Show with Matt Reustle and Tinkered Thinking 🍄 * 🎧 'Severance' Season 1: Going Deep with Mostly Borrowed Ideas (MBI) * 🎧 David Senra on Deadwood (also: founders, entrepreneurs, civilization, Henry Singleton, Walt Disney, David Ogilvy, etc) 💚 🥃 Enjoyed this? Want more? 👇 You can become a paid supporter to get 1-2x additional editions/week + access to the private Discord + support the recording of more podcasts . This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.libertyrpf.com/subscribe…
1 Trung Phan: Solving the Twitter Puzzle, What He Learned from Rick Rubin, Christopher Nolan, AI, and more ✍️🤣🎥🎬🇻🇳🤖 1:23:07
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Play Later Play Later Lists Like LikedToday, I’m joined by my friend Trung Phan ! He’s multi-talented, funny and smart, a great writer, podcaster, and just overall good dude 👍 In this conversation, we cover a lot of things from the Trung Expanded Universe, from the network effect at companies like Twitter/X and Facebook to Chernobyl and partying in Vietnam , we talk about creating online and how he got so good at solving the Twitter puzzle , what we learned from Rick Rubin and our mutual love of Phoebe Waller-Bridge and Christopher Nolan , writing a newsletter , doing a podcast , how AI is changing things and why he’s building Bearly.AI , and how ambitions of becoming a screenwriter morphed into something else thanks to the permissionless internet. I had a lot of fun recording this, and I hope it translates when you listen! 💚 🥃 Here’s the podcast with Bill Simmons that Trung recommends about 45 minutes into our conversation: * 🎧 How I Built This with Guy Raz — The Ringer: Bill Simmons 🎙️ More from Trung 📩 Make sure you subscribe to Trung’s newsletter (📩). It’s a mix of long-form features about various companies, products, technologies, entrepreneurs, and funny short-form memes and jokes. The same issue could cover both the science and engineering that went into making iPhone glass more shatter and scratch-resistant using space-age tech AND a meme about wealthy vampires because of compound interest. If you need even more Trung, please make sure to subscribe to ‘ Not Investment Advice ’, the hilarious and educational podcast that he co-hosts with Jack Butcher and Bilal Zaidi . This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.libertyrpf.com/subscribe…
1 Meta Platforms & Mark Zuckerberg: Going Deep with Mostly Borrowed Ideas (MBI)! 🕵️♂️🩻 1:34:51
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Play Later Play Later Lists Like LikedOn his sixth appearance on the pod, MBI joins me to discuss the most polarizing of the Big Tech companies: Meta Platforms (the artist formerly known as Facebook). Of course, it’s impossible to talk about it without talking about Mark Zuckerberg, so we try to better understand how he thinks about the company that he founded when he was 19, and how he compares to other founders. There was a lot to cover, and I think we touched on most of the big things: Facebook, Messenger, Whatsapp, Instagram, Reality Labs (AR/VR), AI, Threads, regulators, competitors, high-variance founders, and even cage matches (😬)… It was a fun conversation for me, I hope you have as much fun listening to it (and learn a few things about Meta too)! 💚 🥃 For more on Meta, check out MBI’s excellent coverage at MBI Deep Dives. He has 10 posts on the company, but I’m going to highlight 5 of them: 📄 MBI Deep Dives — META Coverage 🔐 * Meta's Moat * Meta's Achilles Heel(s) * Meta 2Q'23 Earnings Update * Meta Needs A Decade Of Efficiency * What’s embedded in Meta’s stock price? (2022) 🗄 More podcasts with MBI 🕵️♂️ * 🎧 Microsoft: Going Deep with Mostly Borrowed Ideas (MBI) 🕵️♂️🩻 * 🎧 Big Tech Compensation: Going Deep with MBI * 🎧 Going Deep on Cloudflare and Datadog with Mostly Borrowed Ideas (MBI) * 🎧 Going deep on Payments with Mostly Borrowed Ideas (MBI): Adyen, PayPal, Stripe, Square, Amazon, Apple Pay, Google Pay, Visa, Mastercard! * 🎧 'Severance' Season 1: Going Deep with Mostly Borrowed Ideas (MBI) * 🎧 Going deep on Constellation Software with Mostly Borrowed Ideas (MBI) This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.libertyrpf.com/subscribe…
1 Microsoft: Going Deep with Mostly Borrowed Ideas (MBI) 🕵️♂️🩻 1:22:49
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Play Later Play Later Lists Like LikedI’m excited to share with you another fun conversation with my good friend MBI (💎🐕). This marks his sixth appearance on the podcast, putting him in the lead ahead of David Senra with four (not that anyone’s counting!). Our starting point is his Deep Dive on Microsoft, which I strongly recommend: * 📄 Microsoft: The Quintessential Technology Company (sub. required) It’s an excellent primer and even if you’ve been following Microsoft for a while, I bet you’ll learn a few things! In the podcast, we dive deep into Microsoft and draw parallels with other Big Tech companies and their founders. Particularly between Bill Gates and Mark Zuckerberg , but we also discuss Google, Meta, Amazon, and Apple . We also talk about the company’s history of spectacular profitable growth , the Gates era, the Ballmer era, and the ongoing Nadella era. We also look at how Microsoft is positioned in the cloud market against Amazon's AWS and Google’s GCP . ☁️☁️☁️ This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.libertyrpf.com/subscribe…
1 Jim O'Shaughnessy: Origin Story, Career in Finance, Groundbreaking Books, and Future with OSV 👶 🕵️♂️ 🏦 ✍️📚 🚀 1:31:34
1:31:34 Play Later Play Later Lists Like Liked1:31:34
Play Later Play Later Lists Like LikedOver the years, I have gotten to know Jim through one-on-one conversations and by listening to Infinite Loops and other podcasts where he was a guest. My goal with this podcast is to help you get to know Jim better , from his origin story to his early career in finance and quantitative investing, the writing of his influential book, all the way to the seeds of the idea that became O’Shaughnessy Ventures (OSV) where I now work (more on that below) and how we see the past and future of the Media space. I hope that you will enjoy our conversation and learn a few things even if you’ve been following Jim for years. If this is your introduction to him, I hope you’ll come out on the other side feeling like you have a good understanding of who he is, what his North Star is, and what he’s building. 🏗️🛠️ For more context about my joining OSV, see this piece that I wrote about it: * Why I took the job of Head of Infinite Media at O'Shaughnessy Ventures! (OSV) 💡 Also, make sure to add Infinite Loops to your podcast player and subscribe to the Infinite Loops substack to keep track of what comes next! This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.libertyrpf.com/subscribe…
1 Kevin Kelly: Excellent Advice for Living 💡🤖 📚 46:52
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Play Later Play Later Lists Like LikedI had the great pleasure of talking with someone I admire a lot: Kevin Kelly ! He not only influenced my life directly through his works & ideas but he’s also cited as an inspiration and influence by many of the people that I admire, so I’m sure there’s an indirect influence too! Among other things, we discuss his new book ( order your copy today !), creativity, the impact of AI, how to create family traditions and rites of passage, Universal Personal Interns (UPIs), what is scarce in the universe, making friends with older and younger people, and more. Please enjoy my wide-ranging conversation with the inimitable K.K.! 💚 🥃 This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.libertyrpf.com/subscribe…
1 The Last of Us: Going Deep on HBO's Amazing Show with Matt Reustle and Tinkered Thinking 🍄 1:34:00
1:34:00 Play Later Play Later Lists Like Liked1:34:00
Play Later Play Later Lists Like Liked🚨 SPOILERS SPOILERS SPOILERS 🚨 If you haven’t seen the show, bookmark this and come back after you’ve seen it. It’s a show worth seeing without spoilers! I’m very pleased that my friends Matt Reustle (🎧🎙️) and Tinkered Thinking (✍️📚) joined me to discuss what may very well turn out to be my favorite TV shows of the year. Above is one of my fave shots. I’m mad that I forgot to mention it in the podcast! Context: Joel wakes up in a panic because he fell asleep during his night watch. He turns around and Ellie is watching over him with the rifle. 🎧 Listen on Spotify 🍄 If you prefer to listen on Spotify , here’s the feed: * Liberty’s Highlights podcast feed on Spotify 🎧 Listen on Apple Podcasts 🍄 Here’s the podcast feed on Apple Podcasts : * Liberty’s Highlights podcast on Apple 📺 Watch on Youtube 🍄 💚 🥃 For more, please subscribe: 🗄 More from the Archives 🍄 * 🎧 David Senra and Jimmy Soni: 'The Founders' Book Club on the PayPal Mafia 📖 * 🎧 Big Tech Compensation: Going Deep with MBI * 🎧 'Severance' Season 1: Going Deep with Mostly Borrowed Ideas (MBI) * 🎧 David Senra on Deadwood (also: founders, entrepreneurs, civilization, Henry Singleton, Walt Disney, David Ogilvy, etc) * 🎧 Interview with David Kim a.k.a. Scuttleblurb (2023 Edition: Exploration as a Service) * 🎧 Going Deep on the Energy Crisis and Nuclear Power with Mark Nelson (Part 1 of 2) 🔌⚡️💡 * 🎧 Claude Shannon fan club with Jimmy Soni and David Senra 📖 * 🎧 Podcast #6: Jimmy Soni on the PayPal Mafia (Musk, Thiel, Levchin, etc), startups, tech, the research process, and much more * 🎧 David Senra of Founders Podcast (Podcast #11) * 🎧 Cedric Chin: What Operators can Teach Investors, the Study of Expertise, Knowledge Shields, and More (Podcast #10) * 🎧 Going deep on Constellation Software with Mostly Borrowed Ideas (MBI) 🐕 🎠🕹️ 🌳🦒🦒 This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.libertyrpf.com/subscribe…
1 David Senra and Jimmy Soni: 'The Founders' Book Club on the PayPal Mafia 📖 1:46:18
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Play Later Play Later Lists Like LikedI’m very happy to share with you this conversation with my two very good friends, Jimmy Soni (📚✍️) and David Senra (🎙📚). We discuss Jimmy’s excellent book The Founders: The Story of PayPal and the Entrepreneurs Who Shaped Silicon Valley , while taking 57 different tangents and detours into things that we find interesting or that are indirectly connected to the main story . I hope you enjoy this special Book Club edition! 📃 Full transcript ( human-corrected and everything! ) * Transcript: David Senra and Jimmy Soni: 'The Founders' Book Club on the PayPal Mafia 📖 🎙 Previous Book Club on Claude Shannon 📘📗📕🐁 * 🎧 Claude Shannon fan club with Jimmy Soni and David Senra 📖 💚 🥃 Enjoyed this? Want more? 👇 You can become a paid supporter to get 2x additional editions/week + access to the private Discord + support the recording of more podcasts : Subscribe to Liberty’s Highlights This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.libertyrpf.com/subscribe…
What could be more exciting than carefully reading through Big Tech proxy statements to look at management incentives, comparing them across companies to see what’s similar and different, what we like and don’t like, and how they rank from best to worst ..? If this is not your bag, you’re in luck! MBI did this work for you and shared his findings in a post . But that’s just a starting point: In today’s episode, we go deep into Big Tech compensation, and MBI shares additional thoughts and analysis based on feedback he received after publishing his work. We discuss Apple, Google/Alphabet, Microsoft, Amazon, and Meta . For a lot more good stuff from Mostly Borrowed Ideas (💎🐕), sign up for MBI Deep Dives (now is the best time to sign up, because prices are going up on March 1st, 2023 ). 🎧 Listen on Spotify If you prefer to listen on Spotify , here’s the feed: * Liberty’s Highlights podcast feed on Spotify 🎧 Listen on Apple Podcasts Here’s the podcast feed on Apple Podcasts : * Liberty’s Highlights podcast on Apple 📺 Watch on Youtube 📃 Full transcript of the podcast * Transcript: Big Tech Compensation: Going Deep with MBI 🎙 More podcasts with MBI: * 🎧 Going Deep on Cloudflare and Datadog with Mostly Borrowed Ideas (MBI) * 🎧 'Severance' Season 1: Going Deep with Mostly Borrowed Ideas (MBI) * 🎧 Going deep on Payments with Mostly Borrowed Ideas (MBI): Adyen, PayPal, Stripe, Square, Amazon, Apple Pay, Google Pay, Visa, Mastercard! * 🎧 Going deep on Constellation Software with Mostly Borrowed Ideas (MBI) 🗄 More Podcasts from the Archives * 🎧 Interview with David Kim a.k.a. Scuttleblurb (2023 Edition: Exploration as a Service) * 🎧 Going Deep on the Energy Crisis and Nuclear Power with Mark Nelson (Part 1 of 2) 🔌⚡️💡 * 🎧 Claude Shannon fan club with Jimmy Soni and David Senra 📖 * 🎧 Podcast #6: Jimmy Soni on the PayPal Mafia (Musk, Thiel, Levchin, etc), startups, tech, the research process, and much more * 🎧 David Senra of Founders Podcast (Podcast #11) * 🎧 Cedric Chin: What Operators can Teach Investors, the Study of Expertise, Knowledge Shields, and More (Podcast #10) 💚 🥃 Enjoyed this? Want more? 👇 You can become a paid supporter to get 2 additional editions/week + access to the private Discord + support the recording of more podcasts : This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.libertyrpf.com/subscribe…
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Liberty's Highlights
1 Interview with David Kim a.k.a. Scuttleblurb (2023 Edition: Exploration as a Service) 57:05
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Play Later Play Later Lists Like LikedDavid Kim is the author of Scuttleblurb (now also on Substack ! More on that new development in the podcast). This is the third time I have interviewed David — he’s that interesting! For more context, you can find the previous two interviews linked below. In this one, David shares his journey as an investor, talks about how Scuttleblurb started and how it’s doing these days, and who inspired him to get started (if Scuttleblurb is the grand-daddy of a lot of current ‘deep dive’ newsletters, who’s the great-grand-daddy?). It’s a two-way conversation, so we also talk about what I’m doing. We also touch on some businesses: Carvana (😬), Texas Instruments (🐜), Sherwin-Williams (🎨), and Transdigm (🛩️). David has a great riff about the various approaches to investing and the trade-offs inherent to each. He also discusses the EQ aspects of investing, which can sometimes be overlooked in favor of the IQ side of things (where there’s also a fluid vs crystalized intelligence dynamic at play over time). David also talks about the two kinds of errors in investing, with examples for each (Twitter & Coinbase!), and when more information can help and when more information can potentially hurt you. 📃 Full transcript of the podcast * Transcript: Interview with David Kim a.k.a. Scuttleblurb (2023 Edition) 🗣️ More interviews with David Kim * 📄 Interview with David Kim a.k.a. Scuttleblurb (2020) * 📄 Interview with David Kim a.k.a. Scuttleblurb (2022 Edition) This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.libertyrpf.com/subscribe…
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1 'Severance' Season 1: Going Deep with Mostly Borrowed Ideas (MBI) 1:16:05
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Play Later Play Later Lists Like LikedLet’s go deep into season 1 of Severance (2022, Apple TV+), a thriller with science fiction elements created by Dan Erickson and directed by Ben Stiller and Aoife McArdle. It was nominated for 14 Emmys! 🤫 🚨NOTE ON SPOILERS 🚨🤐 This podcast has a SPOILER-FREE INTRO . The spoilers only start after the “spoiler horn” about 11 minutes into it (you can’t miss it 📢) . So even if you haven’t seen the show, you can listen to the first part — I hope it piques your curiosity and convinces you to check it out! For more of my thoughts on Severance , I also wrote about it in edition #354 (with both a spoiler-free intro and then spoilers). I hope you enjoy it. Covering a TV show is a bit different ( David Senra and I discussed Deadwood ). But MBI and I still end up talking about Google, Warren Buffett, technological disruption, capital allocation, value creation vs value capture, and workplace productivity . So it’s still us. ¯\_(ツ)_/¯ We also run a few thought experiments : Would we ever consider getting severed ourselves? Can we imagine scenarios where that would be convincing? If this were offered, what percentage of the population would do it? What about you? The podcast even has some trivia near the end with a Claude Shannon connection ! This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.libertyrpf.com/subscribe…
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1 Going Deep on Cloudflare and Datadog with Mostly Borrowed Ideas (MBI) 1:45:01
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Play Later Play Later Lists Like LikedFirst, something to keep in mind: This is a conversation about these companies not an interview of MBI. We both talk about equally and ask each other questions. I want to mention it upfront just so you don’t expect a different format going in. I had a great time discussing these two very interesting companies with my friend MBI (💎🐕). When I saw on his 2022 deep dive calendar that he was going to write about Cloudflare and Datadog, I knew we had to find time to talk about them at some point, since I had independently studied both and had a few things to say. We discuss the businesses, technology, products, and management . We also analyze the rise and fall of cloud software stocks over the past few years , issues with stock-based compensation , competition for engineers from Big Tech , how profitable can these companies be at maturity , and a bunch of other related topics and companies. 📃 Full transcript * Going Deep on Cloudflare and Datadog with Mostly Borrowed Ideas (Transcript) 🎙 More podcasts with MBI: * 🎧 Going deep on Payments with Mostly Borrowed Ideas (MBI): Adyen, PayPal, Stripe, Square, Amazon, Apple Pay, Google Pay, Visa, Mastercard! * 🎧 Going deep on Constellation Software with Mostly Borrowed Ideas (MBI) This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.libertyrpf.com/subscribe…
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1 Claude Shannon fan club with Jimmy Soni and David Senra 📖 1:06:54
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Play Later Play Later Lists Like LikedI’m very happy to share with you this conversation I had with my two very good friends, Jimmy Soni (✍️) and David Senra (🎙📚). We got together for a very special occasion. To talk about this man: Claude Shannon was both a genius and a very authentic human being , and I think more people should learn from him — understanding his masterwork, Information Theory , helps to understand the digital world, but I also strongly believe that reading about how he lived his life can help steer us to a deeper, more satisfying life for ourselves. Jimmy Soni and Rob Goodman wrote an excellent biography of Shannon , and this book is the starting point for today’s episode. But in our usual fashion, we don’t stop there and make all kinds of connections to all kinds of other things and people ( Ed Thorp, Henry Singleton, Warren Buffett, Vannevar Bush, Dee Hock, Benjamin Franklin, John von Neumann, Alan Turing, Albert Einstein , etc). 💚 🥃 Enjoyed this? Want more? 👇 If you enjoyed this and would like more, you can become a paid supporter to get 2x extra editions/week + access to the private Discord + support the recording of more podcasts . This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.libertyrpf.com/subscribe…
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Liberty's Highlights
1 David Senra on Deadwood (also: founders, entrepreneurs, civilization, Henry Singleton, Walt Disney, David Ogilvy, etc) 1:19:07
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Play Later Play Later Lists Like Liked🤬 First a warning: This podcast includes a few swear words. It’s impossible — or at least not as fun — to talk about Deadwood without them. It is what it is. 🤬 The main topic is Deadwood (HBO, 2004-2006) and what can be learned from the show, but of course, this being David & I, we also talk about: * founders, * entrepreneurs, * obsessive creators, * the power of focus, * the power of strategy, * how civilization emerges, * intelligence as a currency, * violence as humanity’s fatal flaw, * sanitized origin stories, * addiction & abuse, * Andrew Carnegie, * Henry J. Kaiser, * Henry Singleton, * David Ogilvy, * Walt Disney, * Warren Buffett, * planting seeds, * optionality from future technology, * the lessons of history about violence and corruption, * and all kinds of other interesting things. We also talk about Tombstone (1993), which I hadn’t seen at the time, but watched soon after we recorded. I shared some thoughts on it here in edition #338 . If you liked the pod and want more, please consider becoming a paid supporter (💚 🥃). This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.libertyrpf.com/subscribe…
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Liberty's Highlights
1 Going Deep on the Energy Crisis and Nuclear Power with Mark Nelson (Part 2 of 2) 🔌⚡️💡 1:16:49
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Play Later Play Later Lists Like LikedThis is part 2 of my conversation with Mark Nelson about the energy crisis and nuclear power . If you haven’t heard it already, you should start with part 1 : 🎧 Going Deep on the Energy Crisis and Nuclear Power with Mark Nelson (Part 1 of 2) 🔌⚡️💡 Part 2 covers a lot of ground, including how decisions are really made (emotions vs rationality), lessons from history and the pyramids of ancient Egypt on civilizational capabilities, the grid as an experiment, can we maintain it, expand it, what changed 20-30 years ago that may have broken it, why Europe’s winter crisis won’t last just one year, why the UK is in the worst position (“you don’t survive in the long run by surviving on average ”), what the market system for the grid doesn’t take into account, how the UK YOLO’ed its energy system, pros & cons of small modular reactors (SMRs), innovation vs proven designs, China’s construction techniques, what’s so special about Canada’s CANDU reactors, the company Clean Core Thorium Energy , fusion vs fission, active and passive safety designs for reactors, and more. 📃 Full transcript Transcript: Going Deep on the Energy Crisis and Nuclear Power with Mark Nelson (Part 2 of 2) I hope you enjoy the conversation. If you do, please consider becoming a supporter (💚 🥃), your help is essential for the newsletter and podcast to continue. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.libertyrpf.com/subscribe…
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Liberty's Highlights
1 Going Deep on the Energy Crisis and Nuclear Power with Mark Nelson (Part 1 of 2) 🔌⚡️💡 1:09:32
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Play Later Play Later Lists Like LikedMark Nelson and I had so much to talk about, we had two hour+ calls on our energy crisis and nuclear power. This is the first one. Mark is a former generation fellow at the Breakthrough Institute and was a senior analyst at Environmental Progress. He holds degrees in mechanical, aerospace and nuclear engineering. He is the founder and CEO of the Radiant Energy Group. Part 1 covers Mark’s origin story, the interesting and unique psychology of nuclear power, the historical link between nuclear weapons and energy, disentangling the physical accident at Chernobyl from the memes, Amory Lovins, nuclear regulations and incentives (good & bad), what the nuclear industry has gotten wrong, the nature of the professional opposition, nuclear medicine, what to do with nuclear waste, are plants built decades ago immortal, have we lost the capability to built large projects in the West and how could we regain it, de-industrialization vs re-industrialization, energy storage, and much more. And there’s just as much in part 2 , including potential solutions to the crisis, small modular reactors (SMRs), advanced reactor designs, fusion, Canada’s CANDUs, the energy crisis worldwide and in Europe and which countries are most screwed, coal and gas, etc. 📃 Full transcript Transcript: Going Deep on the Energy Crisis and Nuclear Power with Mark Nelson (Part 1 of 2) I hope you enjoy the conversation. If you do, please consider becoming a supporter (💚 🥃), your help is essential for the newsletter and podcast to continue . This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.libertyrpf.com/subscribe…
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Liberty's Highlights
1 Going deep on Payments with Mostly Borrowed Ideas (MBI): Adyen, PayPal, Stripe, Square, Amazon, Apple Pay, Google Pay, Visa, Mastercard! 1:11:20
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Play Later Play Later Lists Like Liked🎧 Listen on Spotify If you prefer to listen on Spotify , here’s the feed: * Liberty’s Highlights podcast feed on Spotify 🎧 Listen on Apple Podcasts Here’s the podcast feed on Apple Podcasts : * Liberty’s Highlights podcast on Apple 📺 Watch on YouTube 📃 Full transcript * Full transcript of this podcast with MBI about payments I really enjoyed this conversation about the payments space and I hope you will too! $PYPL $SQ $AAPL $GOOG $AMZN If you want to dig deeper, here are a bunch of useful links: 🔥 MBI’s payments deep dives: * Shopify (there’s a big payment component) * Square (aka Block) * Adyen * PayPal 🔥 David Kim’s payments deep dives at Scuttleblurb: * Visa/Mastercard (part 1 of 3) * Payments series (covering: FISV, GPN, FIS, SQ, Stripe, Adyen, part 1 of 4) * Some thoughts on Fiserv / First Data (FISV) * Square & PayPal (part 1 of 2) * Square and PayPal: Comparing Business Models and Strategies Also make sure to check out the two interviews I did with David (he’s great): * Interview #1 with David Kim a.k.a. Scuttleblurb * Interview #2 with David Kim a.k.a. Scuttleblurb (2022 Edition) 🎧 Jimmy Soni podcast interview on his PayPal book: * Podcast #6: Jimmy Soni on the PayPal Mafia (Musk, Thiel, Levchin, etc), startups, tech, the research process, and much more 🎧 Previous podcast with MBI on Constellation Software: * Going deep on Constellation Software with Mostly Borrowed Ideas (MBI) 🙌 A Word From Our Sponsor: YOU! 🫵 If you enjoy the podcasts and the newsletter and aren’t already a supporter, please consider joining. It’s quick and inexpensive, and makes a big difference in making it possible for me to do this full-time and send you more goodies: Liberty’s Highlights is reader-supported. To support my work, consider becoming a paid supporter. 🎩 This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.libertyrpf.com/subscribe…
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1 David Senra of Founders Podcast (Podcast #11) 2:00:40
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Play Later Play Later Lists Like LikedWe cover so much ground in this conversation with friend-of-the-show David Senra (🎙📚) of the excellent-like-I-mean-it-go-subscribe Founders Podcast , I won’t even attempt to summarize it. What I learned most from David is the power of focus and knowing what it takes to do great work. We talk about it in the context of what we do, but I’m sure it translates to whatever you’re trying to achieve. I’ll just say that I bet no other single podcast in the history of the world will have covered Ed Thorpe, Michael Jordan, Mark Leonard, Rick Rubin, Edwin Land, Charlie Munger, Steve Jobs, John D. Rockefeller, Claude Shannon, Warren Buffett, and Jim Simmons … in the same episode! I really really enjoyed this conversation, and I hope you’ll do too. 🎧 Listen on Spotify If you prefer to listen on Spotify , here’s the feed: * Liberty’s Highlights podcast feed on Spotify 🎧 Listen on Apple Podcasts Here’s the podcast feed on Apple Podcasts : * Liberty’s Highlights podcast on Apple 📺 Watch on YouTube 📃 Full transcript * Transcript for Podcast #11: David Senra of Founders Podcast When you’ve listened to it, please join the conversation and let us know what you think by leaving a comment: Want more David Senra? * 🎧 David Senra on Deadwood (also: founders, entrepreneurs, civilization, Henry Singleton, Walt Disney, David Ogilvy, etc) 🤠 Other podcasts mentioned in this episode We also mention two previous podcasts (sometimes it feels like my pods are like the Marvel universe — there are references between the ‘franchises’). If you’re curious about them, here are convenient links: * 🎧 Podcast #6: Jimmy Soni on the PayPal Mafia (Musk, Thiel, Levchin, etc), startups, tech, the research process, and much more * 🎧 Cedric Chin: What Operators can Teach Investors, the Study of Expertise, Knowledge Shields, and More (Podcast #10) 🏃♂️💰 More on Ed Thorpe 🧠 👨👩👦👦 What good timing! David and I spent a fair amount of time talking about Ed Thorpe on the podcast, and right after we were done recording, friend-of-the-show and OG supporter (💚 🥃 🎩) Nick Ellis pointed me to a podcast that Tim Ferriss has just released: * Edward O. Thorp, A Man for All Markets — Beating Blackjack and Roulette, Beating the Stock Market, Spotting Bernie Madoff Early, and Knowing When Enough Is Enough (#596) 🙌 A Word From Our Sponsor: YOU! 🫵 If you enjoy the podcasts and the newsletter and aren’t already a supporter, please consider joining. It’s quick and inexpensive, and makes a big difference in making it possible for me to do this full-time and send you more goodies: Liberty’s Highlights is reader-supported. To support my work, consider becoming a paid subscriber. 🥷 This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.libertyrpf.com/subscribe…
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Liberty's Highlights
1 Cedric Chin: What Operators can Teach Investors, the Study of Expertise, Knowledge Shields, and More (Podcast #10) 1:22:24
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Play Later Play Later Lists Like LikedThis is an interesting one that goes in many directions! (starting with the Earth sandwich.. 🌏 🥪) Cedric (💚 🥃 🇸🇬) is an operator who specializes — obsesses? — in learning how to extract knowledge from experts and businesspeople, the people in the trenches actually doing stuff . In this conversation, we discuss how traditional Chinese businessmen without formal education structure deals, cognitive flexibility theory (it sounds fancy, but it’s quite practical), cognitive transformation theory, and why some people can reach mastery in their fields while others cannot (I really like the “knowledge shield” concept🛡 🤯). There’s a discussion on keeping an open mind on crypto (are we just too old?), how to re-encode old lessons after you got up in skill level so that you can let go of the things that you originally learned that were wrong, what is a “business biologist” (treating businesses as animals, trying to understand how the environments in which they have evolved have shaped them and why they are adapted to their ecological niches…), etc. We even talk about Morris Chang’s journey at Texas Instruments and TSMC! (make sure to check out the excellent episode of the Acquired Podcast on TSMC and Chang ) Bonus special segment at the end about the very special science-fiction of author Iain M. Banks . For a lot more from Cedric, check out the excellent Commonplace (aka Commongcog blog! He discusses the dual branding challenge in the pod…): * Commonplace - The Commoncog Blog Listen on Spotify If you prefer to listen on Spotify , here’s the feed: * Liberty’s Highlights podcast feed on Spotify Listen on Apple Podcasts Here’s the podcast feed on Apple Podcasts : * Liberty’s Highlights podcast on Apple 📺 Watch on YouTube Full Transcript If you prefer to read or want to save a section in your notes, here’s a convenient transcript of the whole podcast: * Transcript: Podcast #10 with Cedric Chin More Liberty Podcasts For more podcasts, you can see all previous episodes here: * Liberty’s Highlights Podcast archive Thank you! 👋 🙌 A Word From Our Sponsor: YOU! 🫵 If you enjoy the podcasts and the newsletter and aren’t already a supporter, please consider joining. It’s quick and inexpensive, and makes a big difference in making it possible for me to do this full-time and send you more goodies: Liberty’s Highlights is reader-supported. To support my work, consider becoming a paid subscriber. 🤠 🍪🍪🍪🍪🍪🍪🍪🍪 This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.libertyrpf.com/subscribe…
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Thank you for your questions! 💚🥃 Once again, thank you so much for the support and for sending questions for this AMA. I hope you enjoy it! For more podcasts, check out the whole back-catalogue: * Liberty’s Highlights Podcast archive If you prefer to listen on Spotify , here’s the feed: * Liberty’s Highlights podcast feed on Spotify Here’s the podcast feed on Apple Podcasts : * Liberty’s Highlights podcast on Apple There’s also a pod I did with friend-of-the-show and supporter (💚 🥃) Jim O’Shaughnessy , which is probably as good a place as any to get an overview of my story, if you’re new around here (👋): * LibertyRPF — The Great Reshuffle & Decline of Gatekeepers (EP.72) 🙌 A Word From Our Sponsor: YOU! 🫵 If you enjoy the podcasts and the newsletter and you aren’t already a supporter, please consider joining. It’s quick and inexpensive, and makes a big difference in making it possible for me to do this full-time and send you more goodies: Liberty’s Highlights is reader-supported. To support my work, consider becoming a paid subscriber. 👨💻 🍪🍪🍪🍪🍪🍪🍪🍪 This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.libertyrpf.com/subscribe…
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Liberty's Highlights
1 Koyfin CEO & Co-Founder Rob Koyfman (Podcast interview) 58:53
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Play Later Play Later Lists Like LikedFull disclosure: I’m an investor in Koyfin. Not a big one, and I loved the company and products for years *before* I was even offered the opportunity to invest, but I want to make that clear so there’s no ambiguity. I invested *because I love what they do* — not the other way around, I don’t say that I love what they do because I invested. But it’s up to you to decide whether to see it as a conflict of interest, or as putting my money where my mouth is ¯\_(ツ)_/¯ I need to get a new joke, I made the same cheesy joke at the beginning as on the episode about Constellation Software with MBI … 😬 We talk about Rob’s days on Wall Street and his journey turning Koyfin from a blank piece of paper to what it is today. There’s a bonus topic at the end where we discuss Twitter and Elon Musk. If you’re a supporter, you can read the full transcript here : * Podcast Transcript: Koyfin CEO & Co-Founder Rob Koyfman If you prefer to listen on Spotify : * Spotify: Koyfin CEO & Co-Founder Rob Koyfman (Podcast interview) 💚 🥃 If you like these podcasts and want more, please consider becoming a supporter, it allows me to continue doing this project and makes a big difference: For more, see the interview (text, not audio) that I did with Rob and Koyfin co-founder Rich Meatto last year: * Interview with Koyfin co-Founders Rob Koyfman and Rich Meatto If you’re a front-end engineer, here’s the job listing that Rob mentions at the end of the pod: * Job listing: Senior Frontend Engineer at Koyfin Here’s about half the Koyfin team in Ukraine (they’re around 20 total): Going back in time To close, I can’t help but repost these very early mockups and screenshots of Koyfin (what an evolution to what it is today!): Bonus: From the Archives Original Wireframe Rob: Here are the wireframes that were in the original pitch deck. We’ve evolved since then, huh? The key elements were that Koyfin would be a full screen web application. Early on I thought a command bar with shortcuts would be central to what we do. And lastly a focus on graphing and data visualization. The wireframe below shows margins and forward returns for Micron (MU). Version 1 Rob: I remember the first time the developers came back with a prototype and I was horrified. WTF is this? It’s really ugly. I quickly learned we need a UI/UX designer. Now I needed to figure out where to find this designer. I went to the place where you can find anything: Craigslist. We hired May who designed version 1 of Koyfin, before Rich joined. In version 1, we were generous with the bright blue, and bright colors in general. Look at that awesome graph, and it has annotations too! Users quickly started requesting dark mode, for obvious reasons. This is when the side menu started appearing, along with keyboard shortcuts. This version had Home, Top News and Monitors (Watchlists). Liberty’s Highlights is reader-supported. To support my work, consider becoming a free or paid subscriber. 🤠 This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.libertyrpf.com/subscribe…
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1 Going deep on Constellation Software with Mostly Borrowed Ideas (MBI) 1:09:05
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Play Later Play Later Lists Like LikedThis is podcast #7, I hope you enjoy it! 🧡 📃 Full transcript: * Podcast Transcript: Going deep on Constellation Software with Mostly Borrowed Ideas (MBI) 🎧 Listen on Spotify: * Spotify: Going deep on Constellation Software with MBI 🎧 Listen on Apple Podcasts: * Apple: Going deep on Constellation Software with Mostly Borrowed Ideas (MBI) 📺 Watch on YouTube 🔥 Constellation Software deep dive by MBI: * CSI: Software Santa eating the VMS market (inexpensive sub required) 🎧 See also my other podcast with MBI: * Going deep on Payments with Mostly Borrowed Ideas (MBI): Adyen, PayPal, Stripe, Square, Amazon, Apple Pay, Google Pay, Visa, Mastercard! Liberty’s Highlights is reader-supported. To support my work, consider becoming a free or paid subscriber. 💙 This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.libertyrpf.com/subscribe…
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Liberty's Highlights
1 Podcast #6: Jimmy Soni on the PayPal Mafia (Musk, Thiel, Levchin, etc), startups, tech, the research process, and much more 1:39:15
1:39:15 Play Later Play Later Lists Like Liked1:39:15
Play Later Play Later Lists Like LikedMy friend Jimmy Soni (💚 🥃 ✍️) is launching his new book The Founders: The Story of Paypal and the Entrepreneurs Who Shaped Silicon Valley today , on 2/22/22 (best date ever), and to mark the occasion we recorded a wide-ranging conversation yesterday. This isn’t a typical ‘promo interview’ with an author who’s launching a book. It’s more like sitting at the same table as two friends who are catching up. We spend maybe 1/2 of the time talking about PayPal $PYPL and the ‘main characters’ (Elon Musk, Peter Thiel, Max Levchin, etc), and the rest of the time we mostly went up a few levels of abstraction to talk about business, entrepreneurship, technology, startups, human nature, writing, the research process, Jiro Dreams of Sushi and Michael Jordan’s Last Dance , transferrable skills between disciplines, craftsmanship, how to become really good at something, etc. (oh, and Deadwood was mentioned, of course 🤠) I hope you enjoy it! Jimmy was gracious enough to offer 10 signed copies of the book to supporters of this show — I picked the winners with a bingo machine randomizing software earlier today and they’ll get an email soon asking for their shipping details. The others will also get one to let them know they didn’t get it this time (there were 51 names on the list, so the odds of winning were 19.6%). If you want more traditional interviews with Jimmy that focus more on the story in the book, here are two good ones that I can recommend: Make sure to also get Jimmy’s book on Claude Shannon . The father of information theory had a very interesting way of thinking about life — reminding me a bit of Richard Feynman and Ed Thorp, in some ways — and he deserves to be known by everyone and be as much of a brand name as Einstein… Now I’ve got to go watch The Defiant Ones … What have I learned from doing this? It took me about 2 hours to edit the podcast. Mostly just some polish, shortening long pauses, removing a few of my numerous verbal tics (I wish I could’ve gotten all of them — there’s nothing like listening to yourself talking for over an hour to realize how many filler words you say in conversation), removed background noise from a section, etc. I also normalized the audio volume and added a bit of compression to reduce the dynamic range a bit. Nothing too major, just wanted to make it sound a bit smoother for you. While I like the artisanal editing process in Audacity , I’m thinking that if I ever start doing more of these, I may need to go with something like Descript to automate more of it. I gotta ask my podcasting friends about their workflows… 🤔 Liberty’s Highlights is reader-supported. To support my work, consider becoming a free or paid subscriber. 💆🏻 🍪🍪🍪🍪🍪🍪🍪🍪🍪🍪 This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.libertyrpf.com/subscribe…
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Liberty's Highlights
1 Mini-Podcast #5: Note-Taking Apps & Why Personal Knowledge Management Systems Matter 14:29
14:29 Play Later Play Later Lists Like Liked14:29
Play Later Play Later Lists Like LikedHere’s a mini-pod (14.5 minutes) about my note-taking adventure so far. I wrote about the changes I made a few editions ago, but then I wanted to spent some time just living with the system and refining it to have a better idea of what I thought of it. This is a snapshot in time, giving my current thoughts about why I think it’s worth putting some time and energy into, what the different apps are and what some of their pros and cons are, and what I’m doing myself specifically. I expect this to keep evolving, so if you’re reading/listening in the future, don’t assume that everything here is still exactly the same for me. ( as usual with the podcast format, I feel like I forgot to say a ton of things and wish I could edit and add things as easily as with text, but gotta accept the pros and cons of each medium… ) ( And here’s the big news this morning! Koyfin paid plans & even more features! I’ll cover in more detail tomorrow… I became a small investor in Koyfin earlier this year because I love the product and the team, and have been living in the app for a few years. Really happy to see them keep evolving and building more great features! ) Obsidian Screenshots This shows the whole window (you can change the appearance, there’s a zillion themes with very different looks, but this is my fave one right now — it’s called ‘ Obsidian gruvbox ’). You can see the folder structure on the left, and on the right I have a calendar view (if I click on a day, it takes me to that day’s daily page), the page outline (you can click on a sub-title to jump to that part of the document), and a mini-graph view that shows what this page links to. The view above is the editor view, so you see the markdown code (if you’re familiar with HTML code, this is like a super-super-simplified version of that). You can switch to ‘preview’ mode, which shows the rendered page without the code. They’ll soon be adding the ability to edit from preview mode, but Markdown is pretty easy to learn. You basically do stuff like this [[link]] or *this* and it renders as links or italics or put dashes in from of stuff to have a bulleted list or whatever.. If you want to give it a try, Obsidian is free and multi-platform (mobile apps in beta right now, but coming). And the devs and community are constantly cranking out new features, improvements, and new useful plug-ins. Very vibrant software. This is what my daily page template looks like. You can create your own template, and every day a new page is created using today’s date and will contain whatever you put in the template. What I call my “daily highlight” in the “to do” section is the most important thing I’d like to do that day. That’s my graph view. Every bright dot is a note, every dark gray dot is a link that is created, but the page hasn’t be created yet, and the other colors (brow and blue) are tags and files. In the app, this is an interactive view, like a Google Maps view. You can zoom in, see the names of the files on each dot, when you hover your mouse over one it shows what other notes it links too, and you can click on any to see that page. It’s very cool. Update: For those who want to give Obsidian a try, check out this 6-part series of Obsidian video tutorial by Nick Milo . It’s the best way I’ve found to take a running start at that learning curve, and it’s what helped me get started. What I Learned Recording this Podcast Don’t have much to say about this recording experience. It was fairly straightforward. This is what the project looks like in Audacity: You can’t see it on this, but I did a bunch of edits, took me about an hour to do surgery on the raw audio… And it’s far from perfect, but at a certain point you just have to call it done and move on to the next thing. Note: I’m still using my son’s toy piano for intro and outro music. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.libertyrpf.com/subscribe…
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Liberty's Highlights
Thank you for your questions! 💚🥃 This is my first time doing an AMA like this. I guess this counts as a 𝕤𝕡𝕖𝕔𝕚𝕒𝕝 𝕖𝕕𝕚𝕥𝕚𝕠𝕟… I wasn’t expecting questions about the meaning of life, free will, how the world works, and our place the universe, but I like people who are thinking big thoughts. I gave it my best shot. I don’t have all the answers, or even many answers — I just want to learn — but it’s more fun to learn together. And sometimes, just asking questions is enough to get the process started, even if it takes a long time to find satisfactory answers (or better questions!). I recorded the intro in one take, and then I recorded all my answers in a single take too. It’s pretty stream-of-consciousness, with no real preparation (no time for it lately). I cut some of my answers in post-production, in the interest of time and because on some I just didn’t have much of interest to say. Being used to text, it feels very weird to realize there’s stuff I forgot to say, or didn’t say clearly, and I can’t go back and just add it in there (or I could, but it’d sound weird and take too much time). Gotta just accept the pros and cons of the medium ¯\_(ツ)_/¯ I’m curious to know what you think of this experiment, positive and negative, and whether you think I should do it again at some point in the future. What I Learned Recording It 🤔 This is the first recording using my new audio gear. Big improvement over the $30 computer mic I got in 2006 to do Skype calls. If you’re curious: * Microphone: Rode Podmic (photo at the top) * Audio interface: Focusrite Scarlett 2i2 * Microphone stand: Gator Short Mic Stand (with heavy metal base because the Podmic is 2lbs, and with the first stand I bought, it just kept tipping over) * In-line pre-amp: Triton Fethead (the Podmic is nice, but as a dynamic mic, it’s pretty quiet without this boost, and the Scarlett has trouble driving it) If the little intro music and sound effects sound like they come from a toy piano, it’s because they do. I just grabbed my youngest son’s piano and did slides and random notes: Improvise with what you’ve got, right? ¯\_(ツ)_/¯ I did the post-production editing in Audacity (compression, normalization of levels, cutting some parts, cutting some crutch words like “um”, slicing in the little piano parts, etc) and final mastering in Forecast . The post probably took an hour. This is what the final thing looks like: This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.libertyrpf.com/subscribe…
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