Snapshot · Excess Returns
Damodaran received a legal settlement notice revealing that Anthropic had used 12 of his books without permission to train its AI models — a sign that training data costs will rise as IP owners assert rights.
Where this was said
At 51:45 · chapter starts 51:13
High-end AI requires costly data, power, and compute per query. Like Spotify paying per stream, AI may never achieve software-like scale economies, limiting the margin expansion investors expect. [1] — Aswath Damodaran "Software companies enjoy near-zero marginal costs at scale — the next unit of output costs almost nothing. AI may be fundamentally differen…" 52:35
Sam's initial MVP was coded in approximately one week using ChatGPT voice mode and copy-pasting code, with no prior technical experience.
Sam argues Discord is 10x better than email for building relationships with younger users who rarely check their inbox.
Sam's monthly operating costs include Cursor ($200), AI image generation ($100), AI video generation ($200), hosting ($100), email marketing ($80), and AI compute ($300–$500).
Sam recommends copying days of Discord chat history into ChatGPT and prompting it to list recurring pain points as a fast, free market research technique.
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.
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