Snapshot · Excess Returns
Damodaran disclosed he personally owns five of the Magnificent Seven tech stocks and has held Amazon since 1997, illustrating his long-term exposure to these now capital-intensive businesses.
Where this was said
At 39:55 · chapter starts 38:36
The Mag 7 are shifting from asset-light software to capital-intensive infrastructure — a game they've never played. Damodaran praises Apple's restraint as the exception. [1] — Aswath Damodaran "The Magnificent Seven have never built 10-year infrastructure assets before. They grew rich by scaling with almost no reinvestment. Now the…" 39:30
The Magnificent Seven tech companies are fundamentally changing their character, moving from low-CapEx, high-margin businesses to capital-intensive infrastructure operators driven by AI investment.
The Magnificent Seven have never built 10-year infrastructure assets before. They grew rich by scaling with almost no reinvestment. Now they're building massive data centers that take a decade to depreciate but could be obsolete in five years. They're playing a game they don't know how to play — and Damodaran is watching their earnings reports very differently as a result.
Sam built Algrow from zero to $14,000 in monthly revenue within just six months of shipping his first MVP.
Algrow reached over 10,000 users in roughly six months, driven almost entirely by organic Discord community growth.
Sam acquired his first 400 users entirely through Discord communities, without paid advertising or traditional outreach.
Algrow added exactly 480 new paying customers in its most recent month, demonstrating strong ongoing growth.
Sam's Stripe dashboard showed over £10,000 in revenue in the last four weeks, equivalent to roughly $13,000–$14,000 USD.
Sam gave all early users free access so they could show the tool to friends, turning them into live demos and advocates who helped the product spread virally.
By silently screen-sharing his tool in Discord voice chats rather than posting links, Sam attracted curiosity without violating no-self-promo server rules.
Before building Algrow, Sam and two friends made over $10,000 in revenue through affiliate marketing for RizzApp by posting faceless texting story content.
Bhanu grew SiteGPT to $13,000 monthly recurring revenue entirely through organic channels, spending nothing on paid marketing.
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