Podbit · All-In with Chamath, Jason, Sacks & Friedberg
GEODNET has 22,000 base stations in 150 countries covering 80% of the global population — built in 4 years using a crypto incentive model where anyone can earn GEO tokens by hosting a node. It powers John Deere, DJI, TomTom, and robotic lawn mowers, and trades at $150M fully diluted on $11M ARR growing 3x YoY.
Where this was said
At 40:19 · chapter starts 27:19
Oleg Nodelman uses a military analogy to explain the history of cancer treatment before pitching Aktis Oncology — a radiopharmaceutical biotech with clinical data due in 2027 and Eli Lilly as a strategic backer.
EcoR1 Capital has returned 10x to investors since its 2013 inception, compounding at 20% annually, growing from $13M to $2.5B AUM.
Chemo is carpet bombing. Immunotherapy is recruiting local allies. Radiopharmaceuticals are micro drones: 2-centimeter precision, single-cell blast radius, autonomous targeting. Aktis Oncology has built the platform to deliver any radioactive payload to any target — and the data readout is less than a year away.
Talen Energy owns 2 gigawatts of nuclear power and 6 gigawatts of natural gas baseload power.
Talen Energy trades at a $25B enterprise value versus a $45B replacement cost. At 7x free cash flow on a $50/share FCF base, with comparable infrastructure at 15x, the equity should more than double just doing nothing. If power prices rise and data center deals accelerate, you get $1,050.
Talen Energy can be purchased at a $25B enterprise value while its replacement cost is $45B, implying the equity alone should more than double just to reach replacement cost.
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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