Podbit · All-In with Chamath, Jason, Sacks & Friedberg
The AI infrastructure buildout is unlike anything in modern history. Individual data centers draw more power than mid-sized cities, and nations from Kazakhstan to France are racing to participate. This is the Great Wall of China moment of our era.
Where this was said
At 1:40 · chapter starts 0:00
The episode opens at what appears to be a Paris setting, with Jason Calacanis welcoming back Andrew Feldman, founder and CEO of Cerebras, whom he last saw at Davos and at a recent Liquidity event. Calacanis frames the conversation around two big themes: the unprecedented AI buildout and what it means for inference computing. Before the conversation begins in earnest, the AppLovin Ads sponsorship segment airs — spotlighting the platform's billion-user reach inside mobile games, its AI-driven ad optimization, and a case study in which a cookware brand scaled from $4M to a projected $80M in revenue using the platform.
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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.
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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%.
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