Snapshot · The a16z Show
Google's Gemini has taken 15–20 points of web traffic share in just 2–3 months, suggesting Google may already be the largest AI product by traffic.
Where this was said
At 8:10 · chapter starts 7:30
The conversation turns to round-tripping — the practice, echoing internet-era accounting games, where NVIDIA invests in companies like OpenAI that then use those funds to buy NVIDIA chips. Baker is blunt: it's objectively happening, but at a very small scale and for rational strategic reasons [1] — Gavin Baker "Round-tripping — where a chip company invests in a customer who then buys chips — is objectively happening but at a small scale. Baker argu…" 07:47 . The real driver isn't financing need — it's competitive dynamics. NVIDIA's most dangerous rival isn't AMD, Broadcom, or Intel; it's Google, which owns both the TPU chip and the DeepMind research lab and is arguably the leading AI company today, having taken 15–20 points of traffic share in just 2–3 months through Gemini. Anthropic, meanwhile, is effectively captive to Google TPUs and Amazon Trainium. That leaves OpenAI and xAI as the independent labs, and if Google is subsidizing its AI ecosystem, NVIDIA must respond in kind. Baker relays Jensen Huang's view that these investments are expected to be good investments — a rational strategic bet, not bubble-era excess.
Round-tripping — where a chip company invests in a customer who then buys chips — is objectively happening but at a small scale. Baker argues it's driven by competitive dynamics: NVIDIA's existential rival is Google's TPU, and investing in OpenAI or xAI is a rational strategic response, not a sign of bubble financing.
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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