Snapshot · Pivot
Scott Galloway predicted a basket of leading AI infrastructure stocks — NVIDIA, Astera Labs, Marvel, Vertiv, Supermicro, CoreWeave, plus hyperscalers — will fall 20–40% in the next 12 months.
Where this was said
At 1:09:35 · chapter starts 1:04:15
Scott's formal prediction: a basket of AI infrastructure names down 20–40% within 12 months. The thesis is built on converging signals: the largest cloud companies are on pace for $600–700 billion in AI infrastructure spend this year, but enterprise customers cannot demonstrate measurable ROI; CFOs are tapping the brakes; the debate has shifted from 'who can build the biggest model' to 'who can make money.' [1] — Scott Galloway "The largest cloud companies will spend $600–700 billion on AI infrastructure this year, but CFOs are pulling back because they can't show R…" 1:04:10 JP Morgan has noted the divergence — infrastructure suppliers still outperforming while hyperscalers writing the biggest AI checks lag. Apollo chief economist Torsten Slok argues markets are pricing in productivity gains that will take years, not quarters. Scott lays out three risk tiers: Tier 1 (NVIDIA, Astera Labs, Marvel Technology — most exposed to GPU and networking slowdowns), Tier 2 (Vertiv, Supermicro, CoreWeave — picks-and-shovels players), and Tier 3 (the hyperscalers — Microsoft, Alphabet, Amazon, Meta). The technology is real and will survive, just as the internet survived. But these valuations are out in front of their skis.
The largest cloud companies are on pace to spend $600–700 billion on AI infrastructure in a single year, yet enterprise customers are struggling to demonstrate measurable ROI.
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.
Tool-focused apps like PuffCount are poor candidates for ad monetization because users don't stay in-session long enough.
A hard paywall is a screen that blocks all app features unless the user pays or starts a free trial — it cannot be dismissed.
Mobile apps are primarily monetized through either ads (best for games) or in-app purchases/subscriptions (best for tools).
According to the episode, YouTube outperforms every other social platform for building trust and driving SaaS conversions.
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