Gavin Baker Rebuts AI Bubble Analogy: GPUs Running Full Tilt Unlike 2000's Idle Fiber

Investor Gavin Baker argues the AI boom differs fundamentally from the 2000 dot-com bubble: back then 97% of dark fiber sat idle, while today's GPUs are running at full capacity.

2026-10-19 ~ 2026-10-19 · 2 related posts

• Investor Gavin Baker: 2000's 97% dark fiber vs today's fully-loaded GPUs — AYi_AInotes · 2026-10-19

1 near-duplicate retellings: gerardsans