What happens when every software company needs to be a hardware company first? And how are leading VC firms potentially predicting that the 2000s will be repeating themselves?
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SHOW NOTES:
- AI’s $200B Question (Sequoia)
- 5 years and $15B later, a fiber venture fails (Global Crossing)
- Dot com bubble
- The history of Switch Data Centers
- Interest rates over the last 30 years
- The Cost of Cloud, A Trillion Dollar Paradox (a16z)
- VCs vs the Cloud (Eps.656)
BACK IN THE DOT COM DAYS, WE ASSUMED THAT EVERYTHING WOULD BE INTERNET
- Let's remember how we transitioned from the late 1990s to the early 2000s
- VCs used to have a $50M "hardware tax" on investments
- Cloud and Low Interest Rates changed everything
- New Technology with Simple UI + Infrastructure Buildouts + Unknown Business Models
NOW WE ASSUME THAT EVERYTHING WILL BE AI (and GPUs)
- Interest rates have come back up to 2001 levels
- VCs are back to paying the "hardware tax", and aren't happy
- New Technology with Simple UI + Infrastructure Buildouts + Unknown Business Models
- Let's see if history repeats itself.
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