The AI Balance Sheet Is Broken

Podcast: The Real Estate Espresso Podcast · Victor Menasce

Opublikowano: 2026-10-01

I’m seeing some scary parallels between the dot com era and today. I was part of the dot com era and there were some powerful lessons from that time. It’s tempting to say this time is different. But even if there is demonstrable customer demand and revenue, there are still some what where the same troubling trends are showing up. When I was at Nortel we had numerous strategy meetings about how we could compete more effectively on a global basis. Back then, companies like Alcatel and Ericsson were doing much better globally than we were a...