Concept detail
infrastructure capex cycles
0 tagged videos · 1 connection videos · degree 0
Publication timeline
- 2026-061 video
Source videos
Observed neighbors
historical platform shifts (telecom, mobile data)
Prior platform shifts began with scarcity, over-investment, and cost imbalances between infrastructure and end-user willingness to pay.
1 source videos
Foundation Models are a Commodity | Benedict Evans on a16zRelated tagged insights
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