Prediction: AI Will Collapse — A Dot-Com Bubble Analogy Worth Reading
menhguin · x · 2026-09-03
A widely shared long-form article argues AI is heading for a collapse, drawing a parallel to the dot-com bubble: that era correctly foresaw the internet's importance and that value roughly scales with traffic, yet most investors still lost. The author applies the same framing to today's AI investment wave, questioning whether value will accrue to current players or on the expected timeline. Praised as the kind of clear, rigorous analysis VCs should produce but rarely do.
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