I'm in full agreement with his comment about timing and many of the ideas of the dotcom bubble. I wouldn't go as far as saying that all of them were good. But,

I'm in full agreement with his comment about timing and many of the ideas of the dotcom bubble. I wouldn't go as far as saying that all of them were good. But, many of them were excellent and were just very poorly timed. Even when you just think about the infrastructure cost of building something during the bubble vs now, it is astounding how much more affordable it is.