TBPN Weekly Recap: Tesla's Crazy Plan, USA vs. Google, Palantir CEO on Conspiracy Theories
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Sep 6, 2025 Delve into the competitive world of AI as tensions rise between Meta and Scale.ai after a hefty investment. Explore Tesla's ambitious CEO pay package and the intricate dynamics of its link to XAI. Discover the ongoing legal battles Google faces against the U.S. government regarding antitrust issues, highlighting its monopoly and partnerships. A light-hearted take on tech acquisitions and the evolving role of major companies keeps the conversation lively, considering their implications for the future of the industry.
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Meta Bought Talent Not Just Data
- Meta's $14.3B deal for Scale.ai functioned more like an acqui‑hire and trade for talent than a pure data play.
- The value is in building an in‑house lab and talent magnet, not just the labeling business.
Labeling Is Cyclical, Not Monopolistic
- Labeling businesses lack inherent winner‑take‑all dynamics and must reinvent to remain relevant.
- RLHF and LLM waves created volatile second acts rather than evergreen compounds.
Charge Downstream Of The Value You Create
- Price software downstream of value created and capture a modest share of the upside.
- Use LLMs plus high‑fidelity ontology to amplify downstream value and realize fair compensation.