What happens when every software company needs to be a hardware company first? And how are leading VC firms potentially predicting that the 2000s will be repeating themselves?

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SHOW NOTES:

AI’s $200B Question (Sequoia)
5 years and $15B later, a fiber venture fails (Global Crossing)
Dot com bubble
The history of Switch Data Centers
Interest rates over the last 30 years
The Cost of Cloud, A Trillion Dollar Paradox (a16z)
VCs vs the Cloud (Eps.656)

BACK IN THE DOT COM DAYS, WE ASSUMED THAT EVERYTHING WOULD BE INTERNET

Let's remember how we transitioned from the late 1990s to the early 2000s
VCs used to have a $50M "hardware tax" on investments
Cloud and Low Interest Rates changed everything
New Technology with Simple UI + Infrastructure Buildouts + Unknown Business Models

NOW WE ASSUME THAT EVERYTHING WILL BE AI (and GPUs)

Interest rates have come back up to 2001 levels
VCs are back to paying the "hardware tax", and aren't happy
New Technology with Simple UI + Infrastructure Buildouts + Unknown Business Models
Let's see if history repeats itself.

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Every company is a Hardware company

The Reasoning Show