Podbit · God Mode Podcast
Investor Gavin Baker laid out a stark supply-demand mismatch for AI tokens: demand is growing 10x next year while supply grows only 3x. Frontier labs won't cut pre-training to free up capacity, so consumer prices are heading up.
Where this was said
At 17:40 · chapter starts 15:02
Rik pulls up the token-cost chart that had been circulating on his timeline: Anthropic, OpenAI, Moonshot, Alibaba Qwen all show visible bars. DeepSeek V4 Flash is barely a sliver. The gap between proprietary subscriptions and DeepSeek's open-source API is so small that the subscriptions actually win on pure token value. But then the news drops mid-recording: DeepSeek has announced major API price increases. Ben unpacks the nuance — DeepSeek is open-source, so users can theoretically pull the model and run it elsewhere, meaning the official API hike is really about DeepSeek trying to make money rather than a fundamental model cost increase. Still, the direction of travel is clear: even the cheapest corner of the AI market is now moving toward monetisation, and the era of austerity pricing may be giving way to something more expensive across the board.
DeepSeek, previously so cheap its pricing barely registered on token-cost charts, announced significant API price increases mid-episode.
Gavin Baker argued on Invest Like the Best that AI token demand is growing 10x next year while supply is only growing 3x, implying prices must rise.
Sam had no coding knowledge, so he used ChatGPT voice mode to generate his entire codebase and copy-pasted it into Notepad. A friend later introduced him to Cursor, and he never looked back.
Copy days of Discord chat history, paste it into ChatGPT, and ask it to list recurring pain points. The ones that come up most often are your best product bets.
Sam's top advice: when prompting Cursor, tell it to architect code for 100,000 users from day one. The AI changes its approach, building scalable frameworks instead of brittle one-user code.
With AI coding tools like Cursor, Bhanu replicates an existing free tool for a new keyword in under 5 minutes. What used to be a multi-day build is now a lunch-break task.
Ahrefs, SiteGPT, Cal.com, PostHog, Datafast, Sibyl AI, Bento, Feather, Featurepace, Mintlify, Cloud Code, ChartMogul — Bhanu runs his entire business solo with these 12 tools.
PropGPT runs on React Native with TypeScript and Python for ML, Neon for the database, RevenueCat and Superwall for monetization. LLM costs are $20/month, data APIs $100/month, and after $10K in monthly marketing spend, margins sit at roughly 50%.
Game apps keep users engaged long enough for ads to pay off. Tool apps don't — so if you're building a utility, ads are almost always the wrong call and subscriptions are your only real lever.
Inside SEO Bot, a single button labelled 'Boost My Domain Rating' routes users directly to Listing Bot. That one interaction converts a user of one tool into a user of two — without any marketing cost.
Directory listings are a powerful but underrated growth channel — but only if your product is genuinely interesting enough to earn the click. AI products have a natural advantage here because they're easy to package in a compelling, clickable way.
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