TBPN Guide to the AI Barnyard, Eli Lilly Hits $1T Valuation, Has AI Ruined the Em Dash? | Julia Steinberg, Bobby Ghoshal
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Nov 21, 2025 
Julia Steinberg, General Manager of Books at Arena Magazine, shares insights on the challenges of government infrastructure, skepticism about its efficiency versus the private sector, and her San Francisco experiences with homelessness and safety. Bobby Ghoshal, Co-founder of Dupe.com, discusses his shopping companion platform's growth, partnerships with brands for real-time inventory data, and how it enhances shopper confidence. The conversation explores the intersection of AI and retail, as well as the evolving dynamics of urban life.
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Eli Lilly's Trillion-Dollar Playbook
- Eli Lilly reached a $1 trillion market cap driven by GLP-1 weight-loss demand rather than exclusive patents.
- High production capacity and building supply (factories) matter more than IP in this booming market.
Adobe's SEO Bet With SEMrush
- Adobe acquired SEMrush for $1.9B as incumbents race to own generative SEO tooling and visibility.
- The SEO/GEO market remains highly competitive with multiple players chasing LLM-driven search signals.
NVIDIA As The Cash Cow
- NVIDIA remains the dominant 'cash cow' producing the bulk of AI profits and setting industry economics.
- Competitors can chip away but NVIDIA's margins and ecosystem give it outsized leverage.
