Podbit · Excess Returns
Apollo's Torsten Slok found that if you remove the roughly 84 AI-related and energy companies from the S&P 500, the rest of the index is down year-to-date. The headline number is hiding a deeply lopsided market.
Where this was said
At 33:00 · chapter starts 29:43
Mayer dissects SpaceX's governance: Musk controls the board, shareholders can't sue him, and S&P inclusion rules around profitability and free float reflect broader governance principles. [1] — Chris Mayer "SpaceX's IPO structure gives Musk full board control and prohibits shareholder lawsuits. For a long-term investor, that's a governance nigh…" 32:20
SpaceX's IPO structure gives Musk full board control and prohibits shareholder lawsuits. For a long-term investor, that's a governance nightmare — unless you trust the person completely. Most people obviously decided they did.
Apollo's chief economist Torsten Slok found that if you back out AI-related and energy companies from the S&P 500, the rest of the index is down for the year.
Apollo's Torsten Slok identified approximately 84 AI-related companies in the S&P 500, including semiconductor companies, that have driven much of the index's gains.
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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