telecom companies
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Oct 1, 2025 by Marc Andreessen · across every show →
Everything said about telecom companies, oldest first
Oct 1, 2025 neutral
Andreessen: The 2000 dot-com crash was almost entirely a telecom credit bubble
“It was almost entirely a telco bubble, and it was almost entirely a telco crash, and you know that for two reasons. One is the sheer amounts of money involved were so much greater on the telco side, and then the other is telco is where the debt came in. To get…”