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.
Snapshot · God Mode Podcast
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.
Where this was said
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.
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.
Sam built Algrow from zero to $14,000 in monthly revenue within just six months of shipping his first MVP.
Algrow reached over 10,000 users in roughly six months, driven almost entirely by organic Discord community growth.
Sam acquired his first 400 users entirely through Discord communities, without paid advertising or traditional outreach.
Algrow added exactly 480 new paying customers in its most recent month, demonstrating strong ongoing growth.
Sam's Stripe dashboard showed over £10,000 in revenue in the last four weeks, equivalent to roughly $13,000–$14,000 USD.
Sam gave all early users free access so they could show the tool to friends, turning them into live demos and advocates who helped the product spread virally.
By silently screen-sharing his tool in Discord voice chats rather than posting links, Sam attracted curiosity without violating no-self-promo server rules.
Before building Algrow, Sam and two friends made over $10,000 in revenue through affiliate marketing for RizzApp by posting faceless texting story content.
Bhanu grew SiteGPT to $13,000 monthly recurring revenue entirely through organic channels, spending nothing on paid marketing.
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