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> unrealized not properly studied cost of digging in cities and associated time delays and extra costs and extra extra unforeseen costs by companies new on the scene

Was that unrelated to the potential ROI imploding as existing supply grew more efficient? That even if prices stayed high it still wouldn’t have been worth what it cost to overcome obstacles?

If so, sounds like a reminder that if things had gone “according to plan” the oversupply would have been exponentially greater. Something i never considered.


That even if prices stayed high it still wouldn’t have been worth what it cost to overcome obstacles?

They would have required significantly more funding and this was even before they got through all the permitting costs. There never would have been an over-supply as most of them could not even get through permitting much less all the approvals to start trenching up the roads or sharing existing pipes with other companies. Eventually over a long period of time individual data-centers and telcos worked through this but the initial idea of making a profitable business of running fiber in 2000/2001 was a pipe dream pun intended.

There was plenty of demand and plenty of data-centers popping up all over the place. I helped manage one around that time. It wasn't my primary role but we went from about 700 people to 6 in 6 years. A lot of businesses at that time were started by people with big hopes of getting rich and very little business experience.


Woof.

Maybe you have perspective on this — how much of way tech reshaped life during the 2010s only occurred because of the over-builds of the dot-com era?

Again, makes me wonder what the parallels are to today. Imagine timelines will compressed and/or the level of shock will be even greater, but regardless the real impact of AI on society will only be seen after a broad-world-wide socio-economic correction the likes of which we saw in the early to mid 2000s)


So the real learning here is the cost of “using” GenAI to do things is declining at a rapid speed.

We’re not doing anything that couldn’t be done before, we’re just doing it faster, easier and cheaper.

Sounds like a recipe for a lot of junk being built. Also sounds like something that’s been true since the beginning of humanity.

In the more near term, sounds like a reminder the datacenters and processing boom will look at lot like the fiber one.


> I think people forget that it's hard to be clever and tidy 100% of the time

People on the outside with imposter syndrome also need to remember this.

Any mature codebase is a bit messy.


I deleted my ChatGPT account after alll that stuff with the pentagon. Have I missed anything?

Does Broadway and live theater count as niche?

Here in NYC it doesn’t feel like it, but we’re a world unto ourselves


So what’s next for Antigravity?

HOW vs WHY is a great destination between design and documentation.

Gonna try and use that throughout my life. Thanks!


You are seeing very similar trends in GTM

suddenly everyone cares about data hygiene. But it’s not like this shouldn’t have always been a priority


I can’t even get Claude Code to comply with its built in planning mode. I’m skeptical of .md files

“Planning mode” in my estimation should just turn off writing to files.


enshitification is the issue, not vibe codeing

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