Colossus rental deals
Google and Anthropic together are paying over $2 billion a month combined to rent Colossus, xAI's GPU cluster.
Snapshot · My First Million
The most simplified breakdown of the SpaceX IPO on the internet
Explore episode
Jun 12, 2026
Where this was said
Grok
At 27:14 · chapter starts 24:46
Shaan unpacks what he calls the 'failing forward' architecture of Elon's AI ambitions [1] — Shaan Puri "X's ad business is $1.8 billion — half of what Twitter earned when Elon bought it. Grok has 100 million users to ChatGPT's 1 billion. But t…" 24:24 . Twitter was supposed to be an engagement powerhouse; it isn't. X's ad revenue at $1.8 billion is half of old Twitter's peak, and subscriptions have added only $1 billion in ARR. Grok, meant to rival ChatGPT, has 100 million users to OpenAI's 1 billion. But the critical insight is that each failure produced an asset. Twitter's data fed Grok with some differentiation. Grok justified building Colossus — the world's largest GPU cluster. And Colossus, underutilized by Grok, got rented to Google and Anthropic at over $1 billion per month each in deals that only recently appeared in an amended S-1 filing. Sam notes the strategic genius (or convenient timing) of staggering those announcements to keep building IPO momentum. Elon built the mansion, couldn't fill it with friends, and turned it into a hotel.
Grok users vs ChatGPT
Grok has approximately 100 million users while ChatGPT has 1 billion — a tenfold gap between the two AI platforms.
Similar snapshots
MVP built in one week
Sam's initial MVP was coded in approximately one week using ChatGPT voice mode and copy-pasting code, with no prior technical experience.
Discord vs email for young users
Sam argues Discord is 10x better than email for building relationships with younger users who rarely check their inbox.
Monthly infra costs ~$780–$980
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).
ChatGPT-powered pain point research
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.
50 free tools built total
Bhanu and his team built approximately 50 free tools to attract search traffic, each linked back to SiteGPT.
New tool built in under 5 minutes
With AI coding tools like Cursor, Bhanu can now create a new free marketing tool in less than 5 minutes by referencing existing tools.
KD filter < 10 for rankable keywords
Bhanu filters Ahrefs keyword results to show only those with a keyword difficulty below 10, making them realistic ranking targets for any decent website.
Minimum 1,000 monthly search volume
Bhanu sets a minimum search volume of 1,000 monthly searches when selecting keywords to target with free tools.
20 downloads/day at launch
PropGPT averaged 20 downloads per day right after launching on the App Store through influencer marketing.
