


Tony Dieste
8.1K posts

@TonyDieste
Founder ROR and Solterra Solar Ranch. Founder @Dieste - Investing in extraordinary people, bold ideas, and problems worth solving.




Peter Thiel’s Founders Fund is backing a company bringing AI to cow herding at a $2 billion valuation bloomberg.com/news/articles/…

$TSLA just shared a video positioning Optimus as the biggest product it will ever build





Peter Thiel’s Founders Fund is backing a company bringing AI to cow herding at a $2 billion valuation bloomberg.com/news/articles/…

Anthropic and OpenAI are both building PE-backed consulting arms to deploy AI inside companies. Let that sink in for a second. The two companies building the most powerful AI on earth looked at the market and said "businesses can't figure out how to use this. We need to go in and do it for them." They are literally telling you where the gap is. Companies have access to the best AI models ever built. And most of them are still running on spreadsheets, disconnected tools, and manual processes because nobody showed them how to actually implement it. That's the whole game right now. Not building better models (obviously) or shipping new features. IMPLEMENTATION. Getting AI inside real workflows. Mapping the processes, building the systems, and making it stick. I've been doing exactly this for 4 years and have worked with 80+ companies at this point. It started with automation and naturally flowed into Ai. And every single engagement starts the same way. Not with AI or automation but with a process map. Because AI alone won't fix broken operations. Companies now understand that. They have not yet seen true ROI from Ai. You have to understand how the business actually runs before you touch a single tool. Where does the data live? Where are the bottlenecks? What's manual that shouldn't be? What breaks when volume goes up? That's the work, and that's what Anthropic and OpenAI just told the entire market is worth billions. Every company is going AI-first over the next 3-5 years. The demand for people who can actually make that happen is about to be unlike anything we've seen. The labs told you where the gaps are. Now go fill them.



Jeff Bezos just delivered the clearest definition of what artificial intelligence actually is. The market is still debating which department should own the AI budget. They’re asking the wrong question entirely. Bezos: “AI, modern AI is a horizontal enabling layer. It can be used to improve everything. It will be in everything. This is most like electricity.” This isn’t a software product. It’s the new utility grid of the global economy. Don’t treat it like a feature update. Treat it like the invention of alternating current. When a horizontal layer hits the board, it doesn’t improve a single vertical. It violently rewrites the baseline physics of every industry it touches. The companies that survive this decade won’t be the ones that bought a new AI tool. They’ll be the ones that ripped out their entire infrastructure and rewired the execution engine to run on the new grid. Bezos: “Because we are literally working on a thousand applications internally. I guarantee you there is not a single application that you can think of that is not going to be made better by AI.” The standard enterprise strategy is to launch one or two safe, isolated AI pilots and test the waters. You don’t pilot a horizontal enabling layer. You saturate the board immediately. Amazon isn’t building a single monolithic chatbot. It’s deploying a thousand specialized execution loops across every friction point in the empire. If your deployment strategy isn’t total saturation, you’re already bleeding margin to someone whose is. Interviewer: “What is it that you’re doing at Amazon?” Bezos: “AI. It’s 95% AI.” The standard CEO delegates automation strategy to a mid-level committee while focusing on quarterly earnings. The operator commanding a trillion-dollar supply chain is spending 95 percent of his personal bandwidth on a single vector. That is the market signal. If the leader of your organization isn’t driving algorithmic integration from the top down with everything they have, the company is already dead. It just hasn’t received the memo yet.



BREAKING: META acquires Moltbook, a social network built for AI agents.
