Saturday, April 25, 2026

Lucent In 2000 -- Is History Repeating Itself? April 25, 2026

AI query: Is the euphoria over AMD, NVDA, MU similar to the euphoria over Lucent in 2000?


 MIT Technology Review: how Lucent lost it. Link here.

 Tom Tunguz: Nvidia is not Lucent. Link here.

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