/
© 2026 RiffOn. All rights reserved.
  1. TBPN
  2. Diet TBPN: October 23rd, 2025
Diet TBPN: October 23rd, 2025

Diet TBPN: October 23rd, 2025

TBPN · Oct 24, 2025

This episode explores branding originality vs. copycatting, the AI infrastructure race's energy demands, and why we're not in an AI bubble... yet.

Reviving 19th-Century Naming Conventions Can Signal Originality for Modern Tech Brands

The Browser Company of New York used a 150-year-old naming style ("The [Product] Company of [Location]"). This juxtaposition of an old convention with a modern product was a powerful way to signal original thinking and stand out in a crowded market.

Diet TBPN: October 23rd, 2025 thumbnail

Diet TBPN: October 23rd, 2025

TBPN·4 months ago

Copying a Competitor’s Design Signals a Devaluation of Design Itself

While founders may be tempted to copy the design of successful products like Linear, this approach can backfire. It signals to the market and potential hires that the company does not fundamentally value original design thinking, which can be a negative indicator of its own product quality and innovation.

Diet TBPN: October 23rd, 2025 thumbnail

Diet TBPN: October 23rd, 2025

TBPN·4 months ago

Energy Scarcity, Not Just Chips, Is The Next Major Bottleneck for AI Scaling

As hyperscalers build massive new data centers for AI, the critical constraint is shifting from semiconductor supply to energy availability. The core challenge becomes sourcing enough power, raising new geopolitical and environmental questions that will define the next phase of the AI race.

Diet TBPN: October 23rd, 2025 thumbnail

Diet TBPN: October 23rd, 2025

TBPN·4 months ago

OpenAI's Sora API Launch Signals a B2B Focus, Not a Challenge to Consumer Video

By releasing Sora as an API for developers and businesses rather than a standalone consumer app, OpenAI reveals its core strategy. The goal is to empower enterprise use cases like ad generation, not to build a new video destination to compete with platforms like YouTube or TikTok.

Diet TBPN: October 23rd, 2025 thumbnail

Diet TBPN: October 23rd, 2025

TBPN·4 months ago

Macroeconomic Headwinds Are the Main Guardrail Preventing a Full-Blown AI Bubble

Despite AI hype, market valuations haven't reached dot-com era levels. This restraint is largely due to negative macroeconomic factors like trade wars, high interest rates, and a weak labor market, which are acting as a brake on otherwise rampant investor enthusiasm.

Diet TBPN: October 23rd, 2025 thumbnail

Diet TBPN: October 23rd, 2025

TBPN·4 months ago