fiber capacity

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Mar 29, 2025 by Brian McCullough · across every show →

Everything said about fiber capacity, oldest first

Mar 29, 2025 neutral
Insight
McCullough: Web 2.0 Was Enabled by Cheap Dot-Com Fiber Overbuild
“Web two point O happened because there was so much over build out of K fiber capacity that it was incredibly cheap for someone to create a Facebook and a dorm room.”
Brian McCullough Mar 29, 2025 ▶ 30:03 OpenAI’s Ghibli Moment, CoreWeave's IPO Letdown, End of Silicon Valley’s Monopoly?
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