• The Rise and Fall of the Telecom Bubble

    From Telecom Digest Moderator@digest-replies@telecom-digest.org to comp.dcom.telecom on Wed Nov 15 11:09:26 2023
    From Newsgroup: comp.dcom.telecom


    https://www.fabricatedknowledge.com/p/lessons-from-history-the-rise-and

    Unlike in 2000, the pure AI companies of interest today are private or
    capped profit vehicles. So thererCOs a loss of visibility because they are private. AI will result in successful companies, but I believe many of
    the small AI companies of today will fail to make it. TomorrowrCOs winners
    are probably born today, but thatrCOs some time. What I think has the most direct analogy is the capacity building during the telecom bubble and
    todayrCOs AI infrastructure spending splurge. So letrCOs talk about it.

    1995-6: The Internet and Deregulation of Telecommunications
    On April 30th, the NSFnet, the precursor to the internet, was
    decommissioned. This was the beginning of commercial and private
    internet use and where our story begins. Excitement about the internet
    was nascent then, and despite the high-flying late 1990s, the bull
    spirit was alive and well with the first internet IPO of Netscape on
    August 9, 1995. At the time, Netscape had the most market share in
    internet browsers but almost no revenue or profits. This would be the
    beginning of the speculative frenzy that culminated in 2000.

    ...

    --- Synchronet 3.21b-Linux NewsLink 1.2