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The Last Time Investors Really Got Excited For Tech Infrastructure

Odd Lots

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Echoes of the Past: Telecom and AI Infrastructure

This chapter explores the historical context of the late 1990s, particularly the telecom bubble, and draws parallels to the current AI infrastructure boom. Through a lively discussion with an expert in telecom policy, it highlights key moments and regulatory changes, such as the Telecommunications Act of 1996, that shaped both eras. The chapter emphasizes the evolution from monopolistic practices to a competitive landscape in tech communications and the impact of these shifts on modern investments in technology.

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