Investor Deli Rao: The Current AI Boom is in its Froth Build-Up Era
deliprao · x · 2026-08-02
Investor Deli Rao argues that the current AI revolution mirrors the dotcom era, currently sitting in a "froth build-up" phase. He notes that while the dotcom boom delivered lasting impact, it required a crash to correct the frothy market, and the AI sector is following the exact same trajectory.
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