OpenAI: 5% stake offered to US government
OpenAI proposed handing the Trump administration a 5% stake in the company, which Theo likened to the US government's 10% stake in Intel.
Where this was said
PostHog Ad Read
At 32:10 · chapter starts 31:10
Ben uses the PostHog ad to illustrate a concept he and Theo have been discussing more lately: self-driving product loops. PostHog already collects product analytics signals, groups them into reports, and then — through an agent — opens PRs to your actual codebase to fix the underlying issues. After you merge, PostHog measures the impact and loops back. Ben highlights that PostHog is uniquely positioned for this because they already have all the signal data, and praises both their aggressive price-decreasing track record and their MCP server as tools for teams that want to build custom versions of this loop.
The OpenAI 5% Government Stake: Pure Theater
OpenAI offering the Trump administration a 5% stake is the most performative move Theo has ever seen — but also probably the right one. The calculation is simple: make the government feel important enough to let the labs work, and buy time until people who actually understand AI can build real oversight systems.
Similar snapshots
$13K MRR with $0 marketing spend
Bhanu grew SiteGPT to $13,000 monthly recurring revenue entirely through organic channels, spending nothing on paid marketing.
1 million website visitors total
More than 1 million people have visited SiteGPT's website since launch in March 2023, all through organic channels.
90% of Google traffic from free tools
Approximately 90% of SiteGPT's Google search traffic comes from the free tools Bhanu built, not the main product pages.
Sold first SaaS for $250,000
Bhanu sold his first SaaS product, Feather, for $250,000 so he could focus fully on the faster-growing SiteGPT.
$500K total revenue since launch
SiteGPT has generated approximately $500,000 in total revenue since its launch in March 2023.
SiteGPT LTV ~$1,700–$1,800
The average customer lifetime value for SiteGPT is approximately $1,700 to $1,800, which Bhanu considers unusually high.
50,000 monthly visitors
SiteGPT receives around 50,000 visitors per month, of which about 200 convert to leads and 60 start free trials.
SiteGPT reached $10K MRR in month 1
SiteGPT hit $10,000 MRR within its very first month of launch, driven largely by early traction in the AI chatbot space.
Stuck at $2K MRR despite downloads
Despite strong download numbers, PropGPT could not push past $1,000–$2,000 MRR due to poor product retention.
