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Nortel

Mentioned in 2 analyzed podcast episodes across 1 show

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Episode Mentions

Better Offline · Jan 29, 2026

AI Is Worse Than The Dot Com Bubble: Part Three

“Dot-com telecom parallel: 1.4% of S&P 500 in 2000, $30B revenue, $2B loss in 2000, restated revenues for 2001-2003 due to accounting fraud”

AI Bubble Valuation RiskNvidia Market ConcentrationDot-Com Bubble Comparison

Better Offline · Jan 28, 2026

AI Is Worse Than The Dot Com Bubble: Part Two

“Dot-com bubble company example; telecom equipment provider that collapsed during dot-com crash”

AI Bubble Economics and Valuation RiskNvidia Dependency and Market ConcentrationGPU Infrastructure Depreciation and Obsolescence