descriptive claim
The speaker says the early-2000s internet bubble featured excessive fiber construction relative to internet demand.
Jamin Ball · Deep Dive: Anthropic S-1 Myths and Mythos — Jamin Ball, Altimeter · 7 Nov 2026
In their words
The transcript segments this claim was taken from
“That leads to a supply glut, right? Kind of the, the internet bubble analogy of the early 2000s where we built way too much fiber. There wasn't as much demand for the internet.”34:41Report a misattribution
0.90how strongly it was put, not whether it is true
0.70importance to the conversation
0.94confidence the claim was read correctly