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Same thing happened with the dot-com boom and bust, except with fiber (later called dark fiber) and datacenters.

A lot of people lost a lot of money. Post bankruptcy, it also fueled the later tech booms, as now there was a ton of dark fiber waiting to be used at rock bottom prices, and underutilized datacenters and hardware. Google was a major beneficiary.





think you are mis-quoting some of the poorly written vendor financing articles / linkedin posts.

the market hasn't priced in Sam Altman's Capex projections, so it's probably akin to 1998 or 1999


nope, just forecasting based on lived experience.



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