Here’s Why We’re Not Facing Another Dot-Com Bubble

The shift we are living and witnessing across tech and society is of seismic proportions. Not only is it important to recognize this isn’t 2000, but also to not be caught offside by investing like it is.

Dot-Com Era

Field of Dreams strategy for growing demand

Internet enables an asset-light business model (clicks not bricks)

Increasing bandwidth demands continue to drive telecom forward

Today’s Tech Cycle

Today, we find ourselves at a similar crossroads. Are the high valuations justified as promised or are they going to fade into the ether like they did post 2000?

Demand is now real

Ability to scale at lightning speed is possible

Cloud cycle is just at the beginning

So what does all this mean for investors?



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