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What happened in the lead-up to the Internet Bubble burst of 2001? What went right, what went wrong, and what lessons did we learn? (Part 1 of 3)

SHOW: 772

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SHOW NOTES:

• All the Shows Notes Research\\xa0

Original Tweet that inspired the show: https://x.com/forrestbrazeal/status/1719827334834913283?s=20

\\u201cLooking for recommendations: what\\u2019s the best book ever written about the dotcom bubble? Specifically looking for something that captures the emotions of that time as well as the mechanics\\u201d

THE BROWSER, THE NETWORKS, THE CARRIERS AND POSSIBILITIES

• Information was freely exposed to the Internet (and Intranets)
• It was Digital Transformation 1.0 era - Everything on the Internet\\xa0
• The New Industrial Revolution
• Lots of focus on new Online Purchasing
• Lots of focus on new Telecommunications services (VoIP, VoD, etc.)
• Lots of focus on new media partnerships

EVERYTHING ALWAYS GOES UP, EVERYDAY, RIGHT?\\xa0

• Massive network build outs
• Lots of Engineers and MBAs moved out to Silicon Valley
• Every startup built their own data-centers, networks, applications, etc.
• IPOs were happening every week
• Telecom vendors vs. Internet/Networking vendors
• Stock prices going up $1-2 per day

LESSONS LEARNED:

• Infrastructure has to match the ambitions
• Business models always come back to revenues and profitability
• Each wave can create the new big winners (and losers)
• Understand Manias vs. Fundamentals (where in the wave are we?)
• Stupid money eventually finds a bottom

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