Snapshot · The Prof G Pod with Scott Galloway
ASML is the sole manufacturer of extreme ultraviolet (EUV) lithography machines, without which the world's most advanced semiconductors cannot be produced.
Where this was said
At 6:30 · chapter starts 3:58
JPMorgan Chase has quietly barred its Hong Kong staff from using Anthropic's AI models over licensing concerns related to Greater China — a move that follows Goldman Sachs's earlier restriction [1] — Alice Han "JPMorgan Chase has barred its Hong Kong employees from accessing Anthropic's AI models, following a similar move by Goldman Sachs. What loo…" 03:58 . Alice Han frames this as evidence of a 'technological Cold War II,' an iron curtain being drawn between the U.S. and China that is now enveloping Hong Kong. The conversation pivots to whether Anthropic's decision is driven by genuine national security logic, distillation fears, or political signaling to Washington. Alice notes that financial services account for roughly a quarter of Hong Kong's GDP and employ 250,000 people, making AI access cuts directly threatening to the city's core economic identity. The vision of Hong Kong as an R&D hub that could bridge U.S. and Chinese AI systems has, in her words, become 'no longer apparent.'
JPMorgan Chase has barred its Hong Kong employees from accessing Anthropic's AI models, following a similar move by Goldman Sachs. What looks like a compliance decision is actually a geopolitical statement: Hong Kong is no longer treated as a separate jurisdiction by U.S. firms.
No other company or country on earth can build EUV lithography machines — only ASML. If China has obtained even one of these tools, it would be a game changer for its ability to manufacture the world's most advanced chips.
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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