Fiber

topic on 7 shows · 10 statements across 8 episodes

Another Podcast the Knowledge Project My First Million Invest Like the Best Capital Allocators Catalyst the a16z Podcast

10 statements about Fiber, every show

ANOTHER PODCAST Assertion Not checkable as stated
Evans: AI infrastructure is built behind demand, unlike dot-com fiber
“The narrow problem with that, of course, is that that was built out ahead of demand, whereas this is being built out behind demand.”
Benedict Evans Jul 15, 2026 ▶ 6:40 Token pricing
Evans: Mobile networks are a better analogy for AI than fiber
“So the more interesting comparison or the more relevant comparison is mobile because mobile does have marginal cost. Like if your mobile traffic doubles, you kind of have to go out and build, not exactly double, but kind of double the infrastructure.”
Benedict Evans Jul 15, 2026 ▶ 7:38 Token pricing
Dr. Enders: Abruptly increasing dietary fiber causes bloating and gas
“Drastically changing the diet, also putting way more fiber in all of a sudden, will just make you gassy or bloated, because your gut is not used to that, and your microbes suddenly get all these foods.”
Dr. Giulia Enders Jun 23, 2026 ▶ 3:19 How to Repair and Nourish Your Gut | Dr. Giulia Enders
KNOWLEDGE PROJECT Assertion Supported
Enders: Dietary Fiber Protects Against Colon and Metabolically-Driven Cancers
“Fiber can protect you of colon cancer, for example, and then other cancers that are related to those metabolic processes that I mentioned.”
Dr. Giulia Enders Jun 23, 2026 ▶ 14:00 How to Repair and Nourish Your Gut | Dr. Giulia Enders
INVEST LIKE THE BEST Assertion Not checkable as stated
Baker: Every GPU runs at 100% utilization versus 99% unutilized fiber in 2000
“Every GPU is running at a hundred percent utilization when 99% of fiber was unutilized.”
Gavin Baker May 20, 2026 ▶ 24:09 Watts, Wafers, and the Future of AI Infra | Gavin Baker · Invest Like The Best
CAPITAL ALLOCATORS Prediction Not checkable as stated
Lewinsohn: Legacy cable faces market share erosion from fiber and fixed wireless
“What we think is going to happen in telecom is more and more legacy, perhaps coaxial companies are going to be impacted by not only fixed wireless share, but fiber as it get laid all over the country. And that fixed wireless is like a transitionary technology …”
Jonathan Lewinsohn Feb 2, 2026 ▶ 42:03 Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484)
CATALYST Insight
Lubershain: Running fiber to off-grid solar beats building inter-regional transmission lines
“It's way easier to imagine building lots of new fiber to a concentrated region of the country where you have really good solar resources than it is to imagine building, you know, massive amounts of new inter-regional transmission lines for electric power.”
Andy Lubershane Oct 23, 2025 ▶ 14:29 Five big questions about the future of energy
Parr: Repackaging unapproachable, proven supplements creates huge business opportunities
“I like these ideas of taking a fiber, an ashwagandha, a kava, something that Has decades or centuries of like proven usage, but it doesn't, it's not packaged in a way that seems very approachable. I think that's a very fascinating way to go about this.”
Sam Parr Nov 27, 2023 ▶ 54:36 Finding +$1M Businesses From Weird Trends (#523)
a16z Assertion Not checkable as stated
Gedmark: Global fiber optic infrastructure has essentially reached its maximum physical reach
“I think we have essentially reached the people we're going to reach with fiber.”
John Gedmark Oct 6, 2023 ▶ 19:38 The Evolution of the Satellite Economy
Chronic Metabolic Disease Stems From Refined Foods, Not a Lack of Fiber
“You add fiber, you can slow down the digestion of the carbohydrates. You can even slow down the digestion of the sugars. So that would probably help, but you've paid attention to the wrong thing. It's not the absence of the fiber. It's the presence of those ot…”
Gary Taubes Nov 30, 2017 ▶ 55:35 #25 Gary Taubes: Is Sugar Slowly Killing Us

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