A Homer City, Pennsylvania coal plant is being converted to natural gas, producing 4.4 gigawatts — 3.4 GW for a data center complex, 1 GW back to the grid.
Snapshot · All-In with Chamath, Jason, Sacks & Friedberg
A Homer City, Pennsylvania coal plant is being converted to natural gas, producing 4.4 gigawatts — 3.4 GW for a data center complex, 1 GW back to the grid.
Where this was said
At 30:40 · chapter starts 28:11
McCormick details the $92B energy and AI investment wave transforming Pennsylvania, including Homer City's 4.4GW conversion. Welders earn $100K+. Fetterman warns the US is only 6–8 months ahead of China in AI, making a data center moratorium a China-first policy.
$92 billion of investment committed at McCormick's summit. Welders and electricians earning over $100K a year. Data centers generating 2 logistics jobs for every direct job. Pennsylvania is experiencing a genuine blue-collar construction boom, and the trades are all-in.
At McCormick's Energy Innovation Summit in Pennsylvania last July, $92 billion of investment was committed by energy and AI companies.
Opposition to data centers isn't just NIMBYism — McCormick says it's largely being driven by China and outside forces funding misinformation campaigns. The playbook mirrors the anti-fracking campaign from 15 years ago. Then it took 15 years to get to 80% public support. The US doesn't have 15 years in the AI race.
McCormick said Pennsylvania has the fourth-largest natural gas reserves in the world — if it were a country, it would rank number four globally.
McCormick estimated that despite initial fierce opposition, approximately 80% of Pennsylvanians now support fracking, 15 years after the battles over shale development.
The US is only 6 to 8 months ahead of China in the AI race. A Democratic push for a data center moratorium would hand that lead to Beijing. Fetterman calls it a 'China first' policy and says the choice is binary: America builds the AI chassis, or China does.
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.
Tool-focused apps like PuffCount are poor candidates for ad monetization because users don't stay in-session long enough.
A hard paywall is a screen that blocks all app features unless the user pays or starts a free trial — it cannot be dismissed.
Mobile apps are primarily monetized through either ads (best for games) or in-app purchases/subscriptions (best for tools).
According to the episode, YouTube outperforms every other social platform for building trust and driving SaaS conversions.
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