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  1. TBPN
  2. Guide to the AI Barnyard, Eli Lilly Hits $1T Valuation, Has AI Ruined the Em Dash? | Julia Steinberg, Bobby Ghoshal
Guide to the AI Barnyard, Eli Lilly Hits $1T Valuation, Has AI Ruined the Em Dash? | Julia Steinberg, Bobby Ghoshal

Guide to the AI Barnyard, Eli Lilly Hits $1T Valuation, Has AI Ruined the Em Dash? | Julia Steinberg, Bobby Ghoshal

TBPN · Nov 21, 2025

Eli Lilly's $1T rise on weight-loss drugs, AMD's challenge to NVIDIA, and a deep dive into the AI landscape with a barnyard market map.

"Contrastive Parallelism" Is a Better AI Writing Tell Than the Em Dash

While the em dash is a known sign of AI writing, a more subtle indicator is "contrastive parallelism"—the "it's not this, it's that" structure. This pattern, likely learned from marketing copy, is frequently used by LLMs but is uncommon in typical human writing.

Guide to the AI Barnyard, Eli Lilly Hits $1T Valuation, Has AI Ruined the Em Dash? | Julia Steinberg, Bobby Ghoshal thumbnail

Guide to the AI Barnyard, Eli Lilly Hits $1T Valuation, Has AI Ruined the Em Dash? | Julia Steinberg, Bobby Ghoshal

TBPN·3 months ago

Startups Must Become "Legible to Capital" to Attract Effortless Investment

A startup's greatest superpower is being "legible to capital," where its vision and business model are so clear that investment is magnetically drawn to it. This requires the founder to embody the idea and frame the company as a simple equation where capital fuels super-linear growth.

Guide to the AI Barnyard, Eli Lilly Hits $1T Valuation, Has AI Ruined the Em Dash? | Julia Steinberg, Bobby Ghoshal thumbnail

Guide to the AI Barnyard, Eli Lilly Hits $1T Valuation, Has AI Ruined the Em Dash? | Julia Steinberg, Bobby Ghoshal

TBPN·3 months ago

Price Comparison App Dupe Succeeds by Targeting Unbranded Categories First

The shopping app Dupe strategically focused on furniture, a category ripe for disruption because items are often white-labeled and consumers shop for the "look" rather than a specific brand. This model is harder to apply in logo-driven categories like high fashion.

Guide to the AI Barnyard, Eli Lilly Hits $1T Valuation, Has AI Ruined the Em Dash? | Julia Steinberg, Bobby Ghoshal thumbnail

Guide to the AI Barnyard, Eli Lilly Hits $1T Valuation, Has AI Ruined the Em Dash? | Julia Steinberg, Bobby Ghoshal

TBPN·3 months ago

The Varsity Blues Scandal Provided a "Cheaper" Form of Corruption for the 1%

The college admissions scandal, while illegal, acted as an equalizer within the top tiers of wealth. It enabled families with hundreds of thousands of dollars to "buy" admission through bribes, a path previously accessible only to the ultra-wealthy who could donate tens of millions.

Guide to the AI Barnyard, Eli Lilly Hits $1T Valuation, Has AI Ruined the Em Dash? | Julia Steinberg, Bobby Ghoshal thumbnail

Guide to the AI Barnyard, Eli Lilly Hits $1T Valuation, Has AI Ruined the Em Dash? | Julia Steinberg, Bobby Ghoshal

TBPN·3 months ago

GLP-1 Drug Duopoly Stems from Patenting Molecules, Not Biological Mechanisms

The weight-loss drug market is a duopoly, not a monopoly, because companies cannot patent the underlying biological mechanism (mimicking GLP-1). Instead, Novo Nordisk and Eli Lilly patented distinct molecules that achieve a similar outcome, allowing both to compete directly.

Guide to the AI Barnyard, Eli Lilly Hits $1T Valuation, Has AI Ruined the Em Dash? | Julia Steinberg, Bobby Ghoshal thumbnail

Guide to the AI Barnyard, Eli Lilly Hits $1T Valuation, Has AI Ruined the Em Dash? | Julia Steinberg, Bobby Ghoshal

TBPN·3 months ago

AI Strategy Is Shifting from Building Foundational Models to Integrating Them

The initial AI rush for every company to build proprietary models is over. The new winning strategy, seen with firms like Adobe, is to leverage existing product distribution by integrating multiple best-in-class third-party models, enabling faster and more powerful user experiences.

Guide to the AI Barnyard, Eli Lilly Hits $1T Valuation, Has AI Ruined the Em Dash? | Julia Steinberg, Bobby Ghoshal thumbnail

Guide to the AI Barnyard, Eli Lilly Hits $1T Valuation, Has AI Ruined the Em Dash? | Julia Steinberg, Bobby Ghoshal

TBPN·3 months ago

AMD CEO Lisa Su Bets Overinvesting in AI Is Safer Than Underinvesting

Amidst fears of an AI bubble, AMD CEO Lisa Su's core strategy is aggressive investment. She argues that for a generational opportunity like AI, the danger of being too cautious and falling behind far outweighs the financial risk of overinvesting in the short term.

Guide to the AI Barnyard, Eli Lilly Hits $1T Valuation, Has AI Ruined the Em Dash? | Julia Steinberg, Bobby Ghoshal thumbnail

Guide to the AI Barnyard, Eli Lilly Hits $1T Valuation, Has AI Ruined the Em Dash? | Julia Steinberg, Bobby Ghoshal

TBPN·3 months ago

Eli Lilly's Trillion-Dollar Valuation Validates the "Cure for Obesity" Hypothesis

The long-held belief that solving obesity would create immense wealth is now validated by Eli Lilly's $1T market cap, driven by its GLP-1 weight-loss drugs. This marks a significant shift, as the trillion-dollar club was previously dominated by tech and oil companies.

Guide to the AI Barnyard, Eli Lilly Hits $1T Valuation, Has AI Ruined the Em Dash? | Julia Steinberg, Bobby Ghoshal thumbnail

Guide to the AI Barnyard, Eli Lilly Hits $1T Valuation, Has AI Ruined the Em Dash? | Julia Steinberg, Bobby Ghoshal

TBPN·3 months ago

Gen Z Chooses High-Risk Tech Careers Over Law for Faster Wealth Creation

Students are increasingly opting out of traditional, long-term professions like law. The Gen Z mindset favors maximizing earnings quickly through tech roles with 4-year vesting cycles, driven by a desire for immediate financial gain over a 30-year climb to partner.

Guide to the AI Barnyard, Eli Lilly Hits $1T Valuation, Has AI Ruined the Em Dash? | Julia Steinberg, Bobby Ghoshal thumbnail

Guide to the AI Barnyard, Eli Lilly Hits $1T Valuation, Has AI Ruined the Em Dash? | Julia Steinberg, Bobby Ghoshal

TBPN·3 months ago

Pharma Brands Build Moats via Branding and Delivery IP When Core Patents Are Unavailable

Adderall's success proves a core chemical patent isn't essential for market dominance. A strong brand that becomes synonymous with a condition, combined with secondary patents on novel delivery mechanisms (like Adderall XR's capsule), can create a durable, highly profitable business moat.

Guide to the AI Barnyard, Eli Lilly Hits $1T Valuation, Has AI Ruined the Em Dash? | Julia Steinberg, Bobby Ghoshal thumbnail

Guide to the AI Barnyard, Eli Lilly Hits $1T Valuation, Has AI Ruined the Em Dash? | Julia Steinberg, Bobby Ghoshal

TBPN·3 months ago

Hyper-Growth Markets Can Absorb Severe Margin Compression with Mass Adoption

In explosive markets like GLP-1 drugs, significant price drops and margin compression (e.g., from 80% to 60%) don't necessarily harm profits. The sheer volume of new customers can completely offset lower per-unit profitability, leading to far greater overall earnings.

Guide to the AI Barnyard, Eli Lilly Hits $1T Valuation, Has AI Ruined the Em Dash? | Julia Steinberg, Bobby Ghoshal thumbnail

Guide to the AI Barnyard, Eli Lilly Hits $1T Valuation, Has AI Ruined the Em Dash? | Julia Steinberg, Bobby Ghoshal

TBPN·3 months ago