Joe Weisenthal

But thank you so much for coming on All Thoughts.

That was super interesting.

There's a lot to kind of pick over in that discussion.

I'm very interested in how we I mean, it's sort of a parallel of the global economy, isn't it?

Where you used to have consortiums who would work together to build these things.

And now it's just sort of one of four very large tech companies that are doing most of it.

The other thing that I was thinking about is just I didn't realize the militaries had their own cables.

But again, it makes a lot of sense.

Yeah, except we can't actually marvel at it because it's underneath miles and miles of the ocean.

But the other thing I was thinking about was, Samantha mentioned that there was a period where no new subsea cable was being laid, partially because it was a recession and people don't want to spend a lot of money, but also because it reminded me a lot of electricity in the power industry, where the loads needed by the population start to flatline.

And so we don't really invest in it for a while.

And then suddenly there's a technological advance, like AI, and suddenly we need to

We're all thinking about our electricity needs going up.

It feels very much like that.

Technology can be underhyped and overvalued at a single point in time.

That's right.

That's what I keep saying.

All right.

Shall we leave it there?

This has been another episode of the All Thoughts Podcast.