Ethan Summers
speaker
1,339 appearances
7 recordings
1 series
first heard Feb 2026
last heard 28 Jul
Ethan Summers’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 7 in all, peaking in Jul 2026 with 2.
Appearances
Looking at, I guess, back, honestly, a lot of people talk about the dot-com bubble.
And if you live through that, which we did, though we were a little bit younger then, it was really scary.
But at the same time, the internet didn't go away.
The logos changed.
The internet didn't go away.
There's an argument, though, that it's more like the cloud boom.
You know, 2006 to 2010, you look at what AWS did, and it was easy to say what they were doing, and cloud investment was insane, because there wasn't demand there, yada, yada.
But then...
Looking back, it would be ridiculous to say that AWS's investment in being AWS was a bad call.
They're now the backbone and DNA of the entire internet.
So it raises some questions of what counts as overinvestment.
And that's where I think people over-anchor to OpenAI
People talk about the first mover advantage a lot, but it's almost, in this case, the first mover disadvantage is their forecast has arguably been the least precise.
You see all the chatter around Stargate and 10 gigawatts and all these things, and it's entirely possible that, for instance, OpenAI overshot, but that doesn't mean everyone is overshot.
Correct.
Right.
GPT is also having adoption and commercialization problems that Cod is not having whatsoever.
100%.
I think that gets into one of the interesting aspects of this, too, is we're really seeing a peek behind the curtain of the economics and investment cycles of some of the biggest firms in the world, honestly.
I mean, they really, truly are.
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