Substitute fiber and routers for GPUs and this starts to look familiar.
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people don't even remember the era before the current brands. like the time a bell offshoot almost crashed canada because they siphoned all the telephone money into bad routers.
Now he's in AI investments.
A fascinating investor. I just finished re-reading Microserfs. The buzzwords may have changed between 1993 and 2025, but the human behaviors certainly have not.