Quote · God Mode Podcast
EP16: Nobody's seen AI UGC work, world models & AI agents go desktop
Where this was said
The AI Bubble: Is the ROI Actually There?
At 34:52 · chapter starts 34:00
The 1990s fiber build-out overran by years and crushed investor returns — even though it eventually worked. The AI compute boom may be heading the same way, with companies like Uber and Microsoft already cutting AI spend just as Anthropic and OpenAI eye public markets.
Luca drew a parallel between the AI compute boom and the 1990s US fiber glut, where overbuilding took far longer than expected to be absorbed but ultimately benefited consumers.
Hermes just launched a desktop app that looks identical to Claude, Codex, and Cursor — because they all do. The real unlock is that you can swap any model into the backend. Vendor lock-in in AI agents is ending.
