The oil crack spread has hit $68 per barrel — near a historic high — while crude oil is approaching $90 per barrel. When both the raw crude price and the crack spread rise simultaneously, severe fuel shortages, especially diesel, become inevitable.
Podbit · The MeidasTouch Podcast
The oil crack spread has hit $68 per barrel — near a historic high — while crude oil is approaching $90 per barrel. When both the raw crude price and the crack spread rise simultaneously, severe fuel shortages, especially diesel, become inevitable.
Where this was said
At 9:13 · chapter starts 7:10
The visual evidence is damning. Satellite imagery and marine traffic data show virtually zero shipping movement in the Strait of Hormuz outside of Iranian routes — a real-time confirmation of the waterway's closure. Iran upgraded its anti-shipping arsenal from drones to cruise missiles, which are harder to intercept and more lethal, and has been systematically destroying any vessel the US Navy attempts to escort [1] — Ben Meiselas "Marine traffic data and satellite imagery confirm the Strait of Hormuz has been effectively shut down, with virtually zero non-Iranian ship…" 08:17 . Seven ships in seven days. The US has reimposed a blockade on Iranian ships, and Iran has responded by shutting down all other traffic. The dual blockades have effectively paralyzed one of the world's most critical energy chokepoints, with sinking cargo ships in the Persian Gulf providing the visual punctuation.
Satellite and marine traffic data showed virtually zero shipping traffic through the Strait of Hormuz aside from Iranian routes, confirming Iran's effective blockade.
Marine traffic data and satellite imagery confirm the Strait of Hormuz has been effectively shut down, with virtually zero non-Iranian shipping. Only 10 vessels passed through on Monday — less than 10% of normal traffic — as Iran uses cruise missiles to destroy any ship attempting passage.
The oil crack spread hit $68 per barrel, described as near the highest ever recorded, signaling severe incoming fuel shortages particularly for diesel.
SiteGPT attracted over 1 million visitors and $500K in total revenue without spending a cent on paid marketing. The secret: engineering as marketing — building free tools that rank on Google.
Bhanu quit his first job after just 8 months, moved back to his parents' house to cut costs, and started building. One product sold for $250K; the next hit $10K MRR in its first month.
90% of SiteGPT's Google search traffic comes not from the main product but from ~50 free tools Bhanu built. Each tool targets a low-competition keyword and funnels users back to the paid product.
50,000 monthly visitors become 200 leads, 60 trials, and roughly 15–24 new customers per month at ~$100 average revenue each. Add a $1,700–$1,800 LTV and you have a very healthy SaaS.
Start with a blank Ahrefs search, layer in keyword filters (include term, KD < 10, volume > 1,000), list candidates in Notion, design a CTA linking to your main product, then score by volume, difficulty, build effort, and product relevance. That's the whole playbook.
Marketing feels painful for most builders. Engineering as marketing flips the script: instead of writing cold emails or blog posts, you build things — and those things rank on Google forever.
Don't spend months perfecting before launch. Ship the core feature, get real users, and let their feedback dictate the product roadmap. Premature polish is a trap.
SiteGPT launched and hit $10,000 MRR within its first month. That momentum was so overwhelming that Bhanu sold his existing SaaS, Feather, for $250,000 to free up all his time.
PropGPT launched with 20 downloads a day and strong influencer marketing but hit a ceiling at $1,000–$2,000 MRR. High download numbers masked a critical flaw: almost nobody stuck around after the free trial ended.
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