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Fun fact: The first transatlantic internet cable is being pulled off the ocean floor right now. Almost no one knows it's happening. TAT-8 went live in 1988. First fiber-optic cable to connect Europe and the US. Isaac Asimov called it a "maiden voyage across the sea on a beam...

453,309 görüntüleme • 3 ay önce •via X (Twitter)

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Jeff Bezos just made the most counterintuitive argument in tech. An AI crash wouldn’t destroy the future. It would fund it. Jeff Bezos: “If we go back 25 years ago when the internet was in that bubble-ish moment, no one would have predicted a lot of the industrial benefits.” The dot-com bubble erased trillions in market value. Companies that raised hundreds of millions were gone within months. The money vanished. The infrastructure didn’t. Bezos: “All of that fiber optic cable that got laid, and by the way, the companies who laid all that cable went out of business.” Billions worth of fiber optic cable buried under oceans and across continents. Laid by companies that no longer exist. They went bankrupt. The cable stayed in the ground. Bezos: “Like literally went bankrupt. But the fiber optic cable was still there. And we got to use it.” Amazon. Google. Netflix. Uber. Every cloud platform. Every streaming service. All built on infrastructure paid for by dead companies. They funded the future. They just didn’t survive long enough to see it. That exact pattern is about to repeat. Hundreds of billions are flooding into AI infrastructure right now. Data centers. Chip fabrication. Power generation. Cooling systems. Some of the companies writing those checks will not exist in five years. The market will correct. Valuations will crater. The bubble narrative will be everywhere. And the infrastructure will still be standing. Data centers don’t vanish when the stock price hits zero. GPUs don’t disappear when the company folds. Power grids don’t downgrade when investors pull out. Every dollar being spent right now is permanently reshaping the physical world. It doesn’t matter which companies survive to use it. The bubble isn’t the risk. The bubble is the funding mechanism. The railroad bubble overbuilt track that connected a continent. The telegraph bubble laid wire that enabled global communication. The dot-com bubble buried fiber that carries the modern internet. Each time, the investors lost. Each time, civilization gained. AI is that same pattern running at a scale we’ve never seen. The crash will feel like a catastrophe. In hindsight, it will look like something else entirely. The largest involuntary infrastructure investment in human history. The companies that fail will have already served their purpose. The compute layer stays. And the survivors build on top of it. The question was never whether the AI bubble will pop. It’s who will be standing in the rubble with a blueprint.

Dustin

140,225 görüntüleme • 2 ay önce

From Dan Lorenc on the malware attack that almost took down the entire internet last year: “There’s a popular compression library that’s used in almost every piece of software. And it had been maintained by one person in his spare time for the last 20 years. And then a couple years ago, somebody just decided to start helping him. They jumped in, fixed a bunch of bugs, and did a lot of great work. And then that first person got tired of working on it. So he handed the whole project over to this other person. It turned out that other person was just a pseudonym and was not a real person. And within six months of getting control of the project, they had put in a carefully orchestrated set of malware that was really hard to detect and no one noticed. And because it was so widely used, the exploit would've basically given that person remote access to any computer running that piece of software, which was basically everything connected to the Internet. But because it was open source and the code was transparent, some random engineer just happened to be running some benchmarks on a weekend. And he noticed that program was a little bit slower than it used to be, and that it was making a weird cryptographic operation to check something. And right before this thing got widely deployed across every device, he dug in, and discovered that there was a backdoor put in. This was the closest thing to a full-blown internet crisis that we’ve ever had. And they still have no idea who did it. It was just an anonymous email account. No one ever traced it back to an individual. And that's the long game. This person spent years just doing good work and earning the communities trust.”

The Peel

47,683 görüntüleme • 1 yıl önce

🚨Declan Ganley, CEO of RivadaNetworks, estimates it would only take about $60 million to cut enough global undersea cables to bring down the internet around the world. “That's how pathetically vulnerable the global subsea cable infrastructure is because it's just so big, it's so vast, you cannot protect it,” he told me. As much as 99% of global internet communications rely on a series of undersea cables that are incredibly vulnerable to sabotage—as China has shown us—and earlier this year China unveiled a special tool that can cut even the deepest undersea cables. That’s why Ganley is working on something called the Outernet, a constellation of 600 Low Earth Orbit (LEO) satellites that would make up the world’s first self-contained communications network - and that would be way less vulnerable to attacks. Unlike traditional satellite networks that route data back to Earth repeatedly, the satellites are interlinked by high-speed lasers and advanced onboard routers, making it possible for data to travel directly through space, touching the Earth only at the start and the final destination. But progress has been slow. Why? Ganley refuses to partner with Chinese companies on the project. “We have absolutely handed them data network dominance on a plate, and now they want this Outernet. Why do they want it? Because they want the fastest network in the world, the lowest latency network in the world, the most secure network in the world,” Ganley added. 0:00:00 Internet Cable Risks 0:01:38 Outernet Overview 0:04:53 Legal Battles 0:10:43 Outernet Origins 0:11:50 Huawei Threat 0:17:23 Regulation Issues 0:23:09 Lawfare Explained 0:32:08 Chinese Offers 0:37:52 Ethical Choices 0:41:32 Lawsuit Tactics 0:51:13 Courage and Democracy

Jan Jekielek

45,600 görüntüleme • 7 ay önce

Jeff Bezos just said an AI crash would be the best thing that ever happened to AI. Sounds insane until you look at what happened last time. Telecom companies invested $500 billion into fiber optic cable between 1996 and 2001. Most of it financed with debt. The growth in capacity outstripped demand by orders of magnitude. By 2005, 85% of the fiber they laid was still dark. Unused. The companies that built it went bankrupt. WorldCom. Global Crossing. 360networks. Exposed as fraud, overleveraged, or both. $2 trillion in telecom stock value evaporated. The cable stayed in the ground. 80.2 million miles of fiber, representing 76% of all digital wiring in the United States at that point, survived every bankruptcy filing and liquidation sale. The glass in the ground didn't care who owned the company above it. Amazon launched Prime Video on that fiber. Netflix streamed its first original on it. Google built YouTube on bandwidth that cost 90% less than it would have before the crash because dead companies had already paid for the capacity. Every cloud platform, every streaming service, every video call you've taken in the last decade runs on infrastructure that bankrupt telecom companies subsidized with investor money they never returned. Now look at 2026. Big Tech is spending $400 billion on data centers this year alone. Amazon's capex plan is $200 billion, the largest in corporate history. The AI bubble, by one estimate, is 17 times the size of the dot-com bubble. Bezos himself called it an "industrial bubble" at Italian Tech Week. Here's why he's calm about it. He watched the exact same movie in 2001. Amazon nearly died in that crash. Stock dropped 90%. But when the dust settled, Bezos had cheap bandwidth, empty data centers looking for tenants, and a trained workforce of engineers that the dead dot-coms had paid to train. AWS was built on the rubble. The pattern is specific. Investors fund infrastructure. Companies die. Infrastructure survives. The next generation builds on it at a fraction of the original cost. Data centers don't disappear when an AI startup folds. Chips depreciate, but the buildings, the power connections, the cooling systems, the land with energy contracts attached to it: all of that persists. When AI companies fail, they'll leave behind computing capacity that someone else will rent for pennies on the dollar. Bezos is making a $200 billion bet with full awareness that much of the industry around him will collapse. He's seen this before. The last time the bubble popped, it handed him the raw materials to build a $2 trillion company. The investors who funded the fiber never saw a return. The company that inherited it became the most valuable on earth.

Aakash Gupta

103,902 görüntüleme • 2 ay önce