Natural-monopoly economics, regulated returns and a boom-bust capex cycle; the recurring question is who owns the last mile.
Every US information industry moved from an open era to control by one firm.
Recommended by: Patrick Collison, Andrew Chen
How Bell Labs turned research into the transistor, the laser and information theory.
Recommended by: Mohnish Pabrai, Mark Zuckerberg and 2 others
The telecom capex bubble, with Ebbers and WorldCom at its centre.
Recommended by: Matt Mullenweg
How Lucent went from industry leader to junk credit rating in two years.
Bandwidth-abundance thesis; useful as a period document of the bubble.
Mark Zuckerbergrecommends 1 book here