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  2. Jeff Bezos’ New AI Startup, Yann LeCun Says LLMs are a Dead End, Thiel’s Fund Sells NVIDIA | Diet TBPN
Jeff Bezos’ New AI Startup, Yann LeCun Says LLMs are a Dead End, Thiel’s Fund Sells NVIDIA | Diet TBPN

Jeff Bezos’ New AI Startup, Yann LeCun Says LLMs are a Dead End, Thiel’s Fund Sells NVIDIA | Diet TBPN

TBPN · Nov 18, 2025

AI frenzy deepens with GPT-4's return, Bezos's $6.2B startup, and Wall Street's trillion-dollar bet on data center infrastructure.

AI-Generated Marketing Copy Is the New Tell for Fake Product Demos

As CGI becomes photorealistic, spotting fake hardware demos is harder. An unexpected giveaway has emerged: the use of generic, AI-generated captions and descriptions. This stilted language, intended to sound professional, can ironically serve as a watermark of inauthenticity, undermining the credibility of the visuals it accompanies.

Jeff Bezos’ New AI Startup, Yann LeCun Says LLMs are a Dead End, Thiel’s Fund Sells NVIDIA | Diet TBPN thumbnail

Jeff Bezos’ New AI Startup, Yann LeCun Says LLMs are a Dead End, Thiel’s Fund Sells NVIDIA | Diet TBPN

TBPN·3 months ago

Billionaire Founders Launch 'Audition Startups' to Reclaim CEO Roles at Their Original Companies

Jeff Bezos's co-CEO role at AI startup Prometheus mirrors Steve Jobs's NeXT venture. This strategy allows a high-profile founder to build relevant new expertise and prove current capabilities, creating a smoother path to potentially return to the helm of their original empire via acquisition or board appointment.

Jeff Bezos’ New AI Startup, Yann LeCun Says LLMs are a Dead End, Thiel’s Fund Sells NVIDIA | Diet TBPN thumbnail

Jeff Bezos’ New AI Startup, Yann LeCun Says LLMs are a Dead End, Thiel’s Fund Sells NVIDIA | Diet TBPN

TBPN·3 months ago

Apple Uses Product Launches and Photos as 'No Comment' Corporate Statements

Instead of issuing press releases, Apple counters narratives through action. The 'iPhone Pocket' launch targets a non-tech audience, ignoring male tech critics. Similarly, a photo of a stylish Tim Cook serves as a powerful, non-verbal rebuttal to rumors about his impending departure, effectively saying 'I'm not going anywhere.'

Jeff Bezos’ New AI Startup, Yann LeCun Says LLMs are a Dead End, Thiel’s Fund Sells NVIDIA | Diet TBPN thumbnail

Jeff Bezos’ New AI Startup, Yann LeCun Says LLMs are a Dead End, Thiel’s Fund Sells NVIDIA | Diet TBPN

TBPN·3 months ago

Passionate Niche Users Can Force Major Product Reversals, as Seen with OpenAI's GPT-4.0

OpenAI's rapid reversal on sunsetting GPT-4.0 shows a vocal minority—users treating the AI as a companion—can impact a major company's product strategy. The threat of churn from this high-value, emotionally invested group proved more powerful than the desire to streamline the product.

Jeff Bezos’ New AI Startup, Yann LeCun Says LLMs are a Dead End, Thiel’s Fund Sells NVIDIA | Diet TBPN thumbnail

Jeff Bezos’ New AI Startup, Yann LeCun Says LLMs are a Dead End, Thiel’s Fund Sells NVIDIA | Diet TBPN

TBPN·3 months ago

The AI Boom is a Bi-Coastal Incentive Loop Between Silicon Valley and Wall Street

The current AI investment frenzy is a powerful feedback loop. Silicon Valley labs promote a grand narrative to justify huge capital needs. Simultaneously, Wall Street firms earn massive fees by financing this buildout, creating a shared, bi-coastal incentive to keep the 'super cycle' narrative going, independent of immediate profitability.

Jeff Bezos’ New AI Startup, Yann LeCun Says LLMs are a Dead End, Thiel’s Fund Sells NVIDIA | Diet TBPN thumbnail

Jeff Bezos’ New AI Startup, Yann LeCun Says LLMs are a Dead End, Thiel’s Fund Sells NVIDIA | Diet TBPN

TBPN·3 months ago

Private Credit Sells an Illiquid Present by Marketing a High-Growth AI Future

Firms like Blue Owl showcase their role in the AI boom, raising billions for data centers. This forward-looking narrative masks a critical risk: they are simultaneously blocking investor redemptions in older, less glamorous funds. This reveals a dangerous liquidity mismatch where retail investors are trapped in the illiquid present while being sold a high-growth future.

Jeff Bezos’ New AI Startup, Yann LeCun Says LLMs are a Dead End, Thiel’s Fund Sells NVIDIA | Diet TBPN thumbnail

Jeff Bezos’ New AI Startup, Yann LeCun Says LLMs are a Dead End, Thiel’s Fund Sells NVIDIA | Diet TBPN

TBPN·3 months ago