Digging Into The Future | Dave Schaeffer, CEO of Cogent | Digital Infrastructure and AI's Future
In this episode of Digging Into the Future, Bill Barney chats with Dave Schaeffer, Founder & CEO, Cogent Communications on strategic moves in the digital infrastructure sector, including their recent merger and expansion into optical transport and co-location services following the acquisition of Sprint's global network.
The conversation explores the broader economic impact of digital infrastructure, stemming from lessons learned after the telecom meltdown of 2000, which transformed into a cornerstone for major tech firms. Dave emphasizes how consumers and tech giants benefit from internet platforms, contrasting with investors' pursuit of returns.
Dave also shares his views on artificial intelligence (AI) and emphasizes AI's transformative potential in reshaping global industries.
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Chapters:
00:00 - Introduction to Digging Into the Future
00:45 - Cogent’s Recent Acquisition and Growth
01:23 - Cogent’s Global Network and Infrastructure
02:41 - Expansion into Optical Transport and Colocation
03:19 - Why Fiber is Undervalued in the Market
04:28 - Challenges for Fiber Investment and Growth
05:50 - How the 2000s Telecom Crash Shaped Today’s Internet Giants
07:31 - The Reality of Artificial Intelligence Today
09:42 - AI’s Role in Future Innovation and Productivity
11:17 - Closing Thoughts on AI and Digital Infrastructure