Dot Com Boom
topic on 6 shows · 7 statements across 7 episodes
Innovators & Investors 
the Neon Show 
the a16z Podcast 
Big Technology 
All-In 
20VC
7 statements about Dot Com Boom, every show
Friedberg: AI boom is driven by unprecedented real revenue and profits
“With the dot-com boom, it was all, like, metrics that weren't dollars. What we're seeing now is revenue and profits and growth. In revenue and profits that we've never seen before. And that's kind of the anthropic story. It's the data center, infrastructure, n…”
Venkatachalam: San Francisco startup vibrancy exceeds the dot-com boom
“It is more vibrant now than it has ever been, including in sort of the dot-com boom and ensuing bust was, which is when I first came.”
Clegg: Current AI infrastructure spending dwarfs the dot-com boom era
“The cap, the infrastructure investment dwarfs anything that happened in the run up to the dot com boom”
Friedberg: AI will mirror dot-com cycle with massive long-term value
“The dot-com boom was a, became a bubble that burst, but the ultimate promise of the internet was realized many orders of magnitude greater than I think, you know, most folks declared and proclaimed at the time. It was just delayed by a few years. I think it's …”
O'Driscoll: AI CapEx relative to GDP exceeds peak dot-com bandwidth spending
“So we're running now at about 1.2% of GDP, which is basically 1.2% of GDP is going into making CapEx data centers, which is a little above the 1.1% of GDP that was going into bandwidth at the top of the 99 2000.”
Sanghi: AI capital investment is much larger than dot-com boom
“I wouldn't know this hundred X, but I think it is much larger, but you would say investments. If you look at in terms of pure investment is much larger. I mean, you look at it the way Nvidia stock has gone up. Right. So it's from pure investment perspective is…”
Gedmark: Commercial space emerged from dot-com wealth and Space Shuttle retirement
“So you really had all these ingredients of basically private individuals who had made enough money in the dot-com boom and had this passion for space to go and take a run at it. On the government side, you had the retirement of the special Coming up on the hor…”