Substitute fiber and routers for GPUs and this starts to look familiar.
Now he's in AI investments.
A fascinating investor. I just finished re-reading Microserfs. The buzzwords may have changed between 1993 and 2025, but the human behaviors certainly have not.
people don't even remember the era before the current brands. like the time a bell offshoot almost crashed canada because they siphoned all the telephone money into bad routers.