Liberty's Highlights Liberty

Here’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? 👇
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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

Today, 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

On 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

I’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

Over 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

I 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