Navigating the AI Supercycle: Inside the 20VC x SaaStr Deep Dive on Valuations, Burn Rates, and Market Shifts

Featuring: Harry Stebbings, Rory O’Driscoll, and Jason Lemkin Date: October 2026 Executive Overview The artificial intelligence boom has reached a fever pitch, forcing venture capitalists, institutional limited partners (LPs), and tech founders to grapple with an overarching, uneasy question: What do you do differently when everyone in the room agrees we are standing near the…

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The Global Fiber Backbone Under Pressure: How the AI Supercycle is Rewriting the Rules of Subsea and Terrestrial Networks

Executive Overview Global finance, international commerce, defense operations, and digital entertainment depend on a fragile, highly complex web of submarine and terrestrial fiber-optic networks. As humanity hurtles deeper into an era defined by artificial intelligence, cloud-native services, and big data, the physical underpinnings of the internet are facing an unprecedented stress test. Subsea fiber cables,…

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The Global Subsea Fibre Supercycle: How AI, Hyperscalers, and Next-Gen Optics are Rewiring Intercontinental Networks

Executive Overview The modern digital economy—spanning global finance, enterprise business operations, national security protocols, and real-time digital entertainment—operates entirely upon the resilient connectivity provided by global fiber-optic networks. Deep beneath the world’s oceans, vast webs of subsea fiber cables carry massive volumes of data across marine trenches to link continents and island nations. Increasingly, however,…

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