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- The AI bubble and Dot Com bubble were both bubbles — but that’s the only real point of comparison between them. The AI bubble has no "dark fiber" story, AI startups are inherently unprofitable thanks to LLMs' rotten economics. There's no way out I can see. www.wheresyoured.at/dot-com-bubble/
- I am terrified that the end of the AI bubble will be magnitudes worse for the global economy than the dot com bubble, and for society at large. So many people have been so confidently wrong, and I'm not sure what happens when that becomes impossible to ignore. www.wheresyoured.at/dot-com-bubble/Jan 16, 2026 17:43
