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It’s time for a history piece. I didn’t touch the internet and telecom bubbles in my last history piece, but I wanted to save an entire piece for it. I think it’s the best analogy for the historic boom in AI and infrastructure. Let’s see if there are lessons to learn from the past
Lessons from history: the rise and fall of the telecom bubble - the rise of the internet telecom bubble lessons in leverage, rates and fraud
https://open.substack.com/pub/mule/p/lessons-from-history-the-rise-and