Send us a text A detailed comparative analysis between the current Artificial Intelligence (AI) boom and the Dot-Com Bubble, arguing that while both share market exuberance, they differ fundamentally in financial structure and risk. It posits that the AI mania is led by financially robust technology incumbents, contrasting sharply with the insolvent, pre-revenue startups of the early 2000s. A primary distinction lies in asset depreciation, where rapidly obsolete AI hardware (GPUs) create a "u...
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Send us a text A detailed comparative analysis between the current Artificial Intelligence (AI) boom and the Dot-Com Bubble, arguing that while both share market exuberance, they differ fundamentally in financial structure and risk. It posits that the AI mania is led by financially robust technology incumbents, contrasting sharply with the insolvent, pre-revenue startups of the early 2000s. A primary distinction lies in asset depreciation, where rapidly obsolete AI hardware (GPUs) create a "u...
📔 AI Supercycle vs. Dot-Com Bubble: Hype, Risk, and Reality
DX Today | No-Hype Podcast About AI & DX
41 minutes
2 days ago
📔 AI Supercycle vs. Dot-Com Bubble: Hype, Risk, and Reality
Send us a text A detailed comparative analysis between the current Artificial Intelligence (AI) boom and the Dot-Com Bubble, arguing that while both share market exuberance, they differ fundamentally in financial structure and risk. It posits that the AI mania is led by financially robust technology incumbents, contrasting sharply with the insolvent, pre-revenue startups of the early 2000s. A primary distinction lies in asset depreciation, where rapidly obsolete AI hardware (GPUs) create a "u...
DX Today | No-Hype Podcast About AI & DX
Send us a text A detailed comparative analysis between the current Artificial Intelligence (AI) boom and the Dot-Com Bubble, arguing that while both share market exuberance, they differ fundamentally in financial structure and risk. It posits that the AI mania is led by financially robust technology incumbents, contrasting sharply with the insolvent, pre-revenue startups of the early 2000s. A primary distinction lies in asset depreciation, where rapidly obsolete AI hardware (GPUs) create a "u...
