Hi-Links projected that memory chips will remain in short supply for decades, as AI demand is on a far steeper growth curve than efficiency gains.
Snapshot · Moonshots with Peter Diamandis
Hi-Links projected that memory chips will remain in short supply for decades, as AI demand is on a far steeper growth curve than efficiency gains.
Where this was said
At 12:40 · chapter starts 12:10
Peter Diamandis argues that for most people on the planet, the winning AI will simply be whatever is embedded in the app they're already using — WhatsApp, Google Search, their iPhone. Dave Blundin adds that a bifurcation is coming: high-end power users will shop for the best model, while the mass market will consume AI by 'the bucket tub' through embedded applications. Alex then delivers the more surprising thesis: from a company's perspective, distribution was enormously valuable — but only as a narrative to justify to capital markets why Zuck or Elon should spend hundreds of billions building AI clusters. The moment those clusters are built, the distribution itself becomes almost irrelevant, and both Meta and SpaceX AI have already pivoted toward selling compute as a service. Dave adds that if forced to choose between Meta/X's 7 billion users or TSMC's fabs, he'd take the fabs every time [1] — Peter Diamandis "The real competitive moat in AI isn't model intelligence or price — it's distribution. Most consumers will use whatever AI is embedded in t…" 08:25 [2] — Alex Wissner-Gross "Distribution from the company's perspective, not from the consumer's perspective, is enormously valuable as almost a bootstrap to justifyin…" 18:10 .
Bhanu and his team built approximately 50 free tools to attract search traffic, each linked back to SiteGPT.
With AI coding tools like Cursor, Bhanu can now create a new free marketing tool in less than 5 minutes by referencing existing tools.
Bhanu filters Ahrefs keyword results to show only those with a keyword difficulty below 10, making them realistic ranking targets for any decent website.
Bhanu sets a minimum search volume of 1,000 monthly searches when selecting keywords to target with free tools.
PropGPT averaged 20 downloads per day right after launching on the App Store through influencer marketing.
Eyal and Yali shut down all marketing and spent 4 months completely rebuilding PropGPT from scratch.
PropGPT has accumulated over 40,000 total downloads since launch.
PropGPT's large language model (AI) operating costs are just $20 per month, and the cost is continually falling.
Ad-based monetization works well for game apps where users spend extended time in-session, as seen with Grid and Wordle.
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