I had a front-row seat to that era while at Mail.com/EasyLink (later acquired by OpenText). Watching WorldCom implode, IBM scramble, and the telecom infrastructure unravel taught me something I still believe today: technology revolutions are real, but valuations often outrun business fundamentals. The hard part isn’t predicting the technology. It’s predicting which business models will actually survive once the hype fades.
I would like to hear more about Scott’s dot.com years in the 90s / early 00s and the large amount of money changing hands in those days pre cell phones, pre gmail.
I think those are some of Scott’s best examples of storytelling.
Read years ago in a scholarly economics treatment (can't recall where now) that the U.S. has something like an average 15 year boom and crash cycle over its history.
I had a front-row seat to that era while at Mail.com/EasyLink (later acquired by OpenText). Watching WorldCom implode, IBM scramble, and the telecom infrastructure unravel taught me something I still believe today: technology revolutions are real, but valuations often outrun business fundamentals. The hard part isn’t predicting the technology. It’s predicting which business models will actually survive once the hype fades.
I would like to hear more about Scott’s dot.com years in the 90s / early 00s and the large amount of money changing hands in those days pre cell phones, pre gmail.
I think those are some of Scott’s best examples of storytelling.
Read years ago in a scholarly economics treatment (can't recall where now) that the U.S. has something like an average 15 year boom and crash cycle over its history.
Fascinating! One feels it in the air, the eery calm before the storm...