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Lucent Technologies

Mentioned in 1 analyzed podcast episode across 1 show

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Better Offline

Better Offline · Jan 29, 2026

AI Is Worse Than The Dot Com Bubble: Part Three

Dot-com telecom parallel: 0.88% of S&P 500 in 2000, $33.8B revenue with 78% from service provider networks, required revenue restatement

AI Bubble Valuation RiskNvidia Market ConcentrationDot-Com Bubble Comparison
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