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  1. TBPN
  2. OpenAI Sets Sights on $750B Valuation, Warner Brothers Questions Paramount’s Funding, The 2025 Model Wars In Review | Diet TBPN
OpenAI Sets Sights on $750B Valuation, Warner Brothers Questions Paramount’s Funding, The 2025 Model Wars In Review | Diet TBPN

OpenAI Sets Sights on $750B Valuation, Warner Brothers Questions Paramount’s Funding, The 2025 Model Wars In Review | Diet TBPN

TBPN · Dec 19, 2025

Deep dive on the Ellison trust's M&A trick, the accelerating AI model wars, a reviving IPO market, and Palmer Luckey's public smackdown.

Executive Photo Ops Are a Form of Strategic Communication to Deter Hostile Bids

A photo of the Warner Bros. and Netflix CEOs on the Warner lot was a calculated signal to the market and suitor Paramount. This non-verbal communication projects a strong, preferred partnership, effectively communicating a unified front to discourage an unwanted takeover attempt without a formal press release.

OpenAI Sets Sights on $750B Valuation, Warner Brothers Questions Paramount’s Funding, The 2025 Model Wars In Review | Diet TBPN thumbnail

OpenAI Sets Sights on $750B Valuation, Warner Brothers Questions Paramount’s Funding, The 2025 Model Wars In Review | Diet TBPN

TBPN·2 months ago

The "AI Winter" Narrative is Disproven by the Unprecedented Pace of Major Model Releases

Despite a media narrative of AI stagnation, the reality is an accelerating arms race. A rapid-fire succession of major model updates from OpenAI (GPT-5.2), Google (Gemini 3), and Anthropic (Claude 4.5) within just months proves the pace of innovation is increasing, not slowing down.

OpenAI Sets Sights on $750B Valuation, Warner Brothers Questions Paramount’s Funding, The 2025 Model Wars In Review | Diet TBPN thumbnail

OpenAI Sets Sights on $750B Valuation, Warner Brothers Questions Paramount’s Funding, The 2025 Model Wars In Review | Diet TBPN

TBPN·2 months ago

Public Firms Can't Become a Proxy for Hot Startups Without the CEO's Explicit Blessing

Alpha ton Capital publicly announced a $30M investment in Anduril to become a public proxy for the private company. Anduril's CEO, Palmer Luckey, immediately refuted the claim and blocked the share transfer, exposing the high-risk nature of this 'treasury company' strategy without prior, explicit consent.

OpenAI Sets Sights on $750B Valuation, Warner Brothers Questions Paramount’s Funding, The 2025 Model Wars In Review | Diet TBPN thumbnail

OpenAI Sets Sights on $750B Valuation, Warner Brothers Questions Paramount’s Funding, The 2025 Model Wars In Review | Diet TBPN

TBPN·2 months ago

A Large, 'Boring' Company IPO Is the True Bellwether for a Healthy Tech IPO Market

The successful $6.3B IPO of medical supply company Medline, not a tech darling, is the real sign that the IPO market is reopening. Its success proves deep, stable investor demand exists beyond venture-backed hype, signaling that the window is now truly open for giants like SpaceX and Anthropic to go public.

OpenAI Sets Sights on $750B Valuation, Warner Brothers Questions Paramount’s Funding, The 2025 Model Wars In Review | Diet TBPN thumbnail

OpenAI Sets Sights on $750B Valuation, Warner Brothers Questions Paramount’s Funding, The 2025 Model Wars In Review | Diet TBPN

TBPN·2 months ago

Larry Ellison's Revocable Trust Exposes a Bizarre Loophole in Billion-Dollar M&A Deals

The Paramount bid for Warner Bros. was backstopped by Larry Ellison's revocable trust, not him personally. This created a scenario where Ellison could theoretically withdraw all assets post-agreement, leaving Warner with no recourse and highlighting a critical, yet often overlooked, due diligence check in mega-deals.

OpenAI Sets Sights on $750B Valuation, Warner Brothers Questions Paramount’s Funding, The 2025 Model Wars In Review | Diet TBPN thumbnail

OpenAI Sets Sights on $750B Valuation, Warner Brothers Questions Paramount’s Funding, The 2025 Model Wars In Review | Diet TBPN

TBPN·2 months ago

End-Users Are Now Driving Critical Ergonomic Innovation for Big Tech Hardware

Apple's Vision Pro is criticized for its weight, a core design flaw. Instead of waiting for Apple, a Chinese streamer engineered a clever solution using a helium balloon to make it weightless. This shows how crucial hardware improvements can emerge from the user community, effectively crowdsourcing fixes for Big Tech's products.

OpenAI Sets Sights on $750B Valuation, Warner Brothers Questions Paramount’s Funding, The 2025 Model Wars In Review | Diet TBPN thumbnail

OpenAI Sets Sights on $750B Valuation, Warner Brothers Questions Paramount’s Funding, The 2025 Model Wars In Review | Diet TBPN

TBPN·2 months ago

Founder Psychology Dictates M&A Tactics: Elon Musk's Personal Guarantee vs. Ellison's Trust

When buying Twitter, Elon Musk signed contracts in his own name, signaling ultimate personal commitment. In contrast, the Ellisons used a legally-shielded revocable trust for their Paramount bid. This reveals how a founder's core psychology and risk tolerance directly shape their high-stakes negotiation and financing strategies.

OpenAI Sets Sights on $750B Valuation, Warner Brothers Questions Paramount’s Funding, The 2025 Model Wars In Review | Diet TBPN thumbnail

OpenAI Sets Sights on $750B Valuation, Warner Brothers Questions Paramount’s Funding, The 2025 Model Wars In Review | Diet TBPN

TBPN·2 months ago