Lucent
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Nov 20, 2025 by Tomasz Tunguz · across every show →
Everything said about Lucent, oldest first
Nov 20, 2025 bearish
Tunguz: Nvidia revenue concentration is 10x worse than Lucent during dot-com bubble
“So Nvidia, two customers for Nvidia represent more than 40% of revenues. Four percent represent more than 50% of revenues. I went back and looked at the dot-com era, the networking companies. NVIDIA is 10 times more concentrated in terms of revenue than Lucent…”