> Didn't the overbuild of fiber directly lead to Google buying up dark fiber, and then lighting it up later
Yes, but the lag there is decade-long, and a bunch of heavily fibre-invested companies went bust before anyone saw the upside.
In the same vein, it's very possible that early movers-and-shakers in the LLM space will overextend and end up bankrupt before LLMs find a long-term profitable niche
Yep, the decade-long timeline about matches what I recall. Agree on the culling that's coming in the AI space as well. Temporal's comment from a couple of days ago about inside vs. outside AI has been thought-provoking as I think about who is going to go bust...
Yes, but the lag there is decade-long, and a bunch of heavily fibre-invested companies went bust before anyone saw the upside.
In the same vein, it's very possible that early movers-and-shakers in the LLM space will overextend and end up bankrupt before LLMs find a long-term profitable niche