Dave Schaeffer

Investment analysts Jason Hall and Matt Frankel explore the latest trends in AI stocks, particularly in the data center sector with CoreWeave. They analyze the winners and losers in the energy and solar landscape, influenced by new legislation. Joining them, Dave Schaeffer, CEO of Cogent Communications, shares insights on working with giants like Netflix. The conversation dives into streaming wars, intellectual property rankings among major studios, and how market demands shape investment strategies in tech and renewable energy.

Dave Schaeffer, Founder and CEO of Cogent Communications, shares his journey through the telecom collapse of the early 2000s. He discusses how Cogent strategically acquired distressed networks like PSI Net for bargain prices, transforming crisis into opportunity. Schaeffer explains their focused approach on high-density buildings, operational tactics to cut installation costs, and the discipline of sticking to pure network architecture. His insights on leveraging the chaos of the telecom crash reveal a unique perspective on resilience and innovation in the industry.