Lessons from History: The Rise and Fall of the Telecom Bubble
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The Internet and Telecom bubble. Lessons in leverage, rates, and a smattering of fraud. What can we learn from that period to compare it to today?
Lessons from History: The Rise and Fall of the Telecom Bubble The Internet and Telecom bubble. Lessons in leverage, rates, and a smattering of fraud. What can we learn from that period to compare it to the current AI infrastructure build? Doug O'Laughlin Oct 16, 2023 117 25 12 Share It’s time for a history piece. I didn’t touch the internet and telecom bubbles in my last history piece, but I wanted to save an entire piece for it. I think it’s the best analogy for the historic boom in AI and infrastructure. Let’s see if there are lessons to learn from the past. As a reminder, this is the latest
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