Post-FAANG digital infrastructure. This is that moment, when the cycle starts all over again.

Thanks for sharing your insights. With all kindness, this sounds like post-UnionPacific. The neo robber barons have won. To go on with the metaphor, not sure the future holds a car to fulfill point-to-point transportation demand, as our digital information needs are vastly oversupplied.

What kind of unmet demand you see out there?

Anything of note we humble readers should take a look at?

I’m having one of those “why can’t there be 36 hours in a day” moments in life, but I’ve got to publish more about this very soon, so, it’s on the way.

When you combine the story of WhatsApp’s small team / high impact development with the remote work shift of the past few years, it seems that the next cycle (regardless of when/what it is) will be the first that isn’t centered on SF/SV/California. It’s interesting to think of how that’ll affect the psychology of the area.

> will be the first that isn’t centered on SF/SV/California.

I've heard this every 5 years for the last... 25 I think?

Still hasn't happened.

Looking forward to reading it, plz let us know once done

What specifically?