[MattGrommes]

The way I've been thinking about this is that there is The Tech and The Business. The Tech is amazing and improving all the time at the core, then there are the apps being built to take advantage of the Tech, a lot of which are also amazing.

But The Business is the bubble part. Like all the companies during the first internet boom/bubble who did stuff like lay tons of fiber and raise tons of money for rickety business plans. Those companies went out of business but the fiber was still there and still useful. So I think you're right in that the Tech part is being shafted a little in the conversation because the Business part is so bubbly.