Podbit · All-In with Chamath, Jason, Sacks & Friedberg
Vegas assets (~$60/share) + Japan ($50/share) + Dubai optionality ($40-50/share) = $100-$150 stock from the high $40s. And Barry Diller, who is a financial buyer not a strategic one, has now shown his cards. Don't tender.
Where this was said
At 13:00 · chapter starts 2:31
Aaron Cowen pitches MGM Resorts as an Asian casino play: Barry Diller's 26% stake and $48 bid provide a floor, while a 2030 Osaka casino and Dubai optionality could push the stock from $48 to $100–$150.
Barry Diller has aggressively accumulated MGM Resorts stock to 26% ownership and made a formal bid at $48 per share.
Japan's existing gambling market (pachinko and horse racing) is roughly $40 billion, larger than both Macau ($30B) and Las Vegas ($10B).
MGM's license to open a casino in Osaka, Japan — estimated at $2B EBITDA on their 40% stake — is valued at roughly $50 per share of standalone upside.
Adding Vegas ($60), Japan ($50), and a Dubai casino option ($40–50), Aaron Cowen estimates MGM could be worth over $100–$150 per share, against a current price in the high $40s.
Power demand tracks GDP until a technological breakthrough hits — like appliances, then computers, now AI. The US had 2x China's power capacity two decades ago; China now has 3x ours. Talen Energy sits at the epicenter of a mandatory infrastructure buildout with no room for failure.
Sam built Algrow, a SaaS for finding viral content formats, with zero coding experience using ChatGPT and Cursor. Six months later: 10,000 users, $14K/month in revenue.
Sam's first MVP threw an application error on its very first user — and he shipped it anyway. The core idea worked, and that was enough to validate the product and keep users coming back.
Sam joined Discord voice chats, muted himself, and silently screen-shared his product. Users in the chat started tagging him asking what the tool was. No pitch needed — curiosity did the selling.
Most founders post links in Discord and immediately get banned for self-promotion. Sam's approach was the opposite: build rapport, help people with the tool, let word of mouth do the work.
Find where your ICP lives. Listen before building. Validate with DMs and Loom recordings. Build in public with users inside your own Discord server. Turn early adopters into advocates with free access.
Instead of fearing the self-promo ban in large Discord servers, create your own private server for your product. You funnel in ideal customers and build a relationship that email can't replicate.
Algrow helps creators find and replicate viral video formats, starting at $25/month. It analyzes subscriber counts, average views, and trending formats — and can even generate the videos with AI.
After weeks of Sam silently screen-sharing in a Discord server, the server owner — unprompted — made a full YouTube promotional video about Algrow. Sam paid nothing and asked for nothing.
Producer Gus admits Discord never crossed his mind as a customer acquisition channel. Pat connects the insight to a broader lesson: match your distribution channel to where your actual customers live.
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