What the Internet Boom Teaches Us About the AI Buildout | Mike Volpi

The internet boom built bandwidth. The AI boom is building intelligence. Mike Volpi, who helped shape Cisco’s strategy during the internet buildout, asks what that era can teach us about this one.Mike joins a16z’s Raghu Raghuram and Guido Appenzeller to compare today’s investment in GPUs, data centers, and power with the fiber boom of the late 1990s, and explain why…