Liker internet, infrastructure likely to be overbuilt and then application layer benefits

The development of infrastructure often precedes the emergence of applications, as observed during the Internet era. Initial investments primarily focused on building out networking capabilities and dark fiber, which later facilitated significant growth in consumer applications like YouTube, Facebook, and Twitter during the Web 2.0 boom. This pattern is repeating itself today, with substantial capacity being created in infrastructure, setting the stage for the rise of infrastructure software and developer tools that will support future applications.