How AI Became the New Dot-Com Bubble

Описание: Explore how artificial intelligence is mirroring the late-1990s dot-com bubble, with capital clustering around a single idea of total transformation. In 2025 alone, roughly 64% of all U.S. venture capital has flowed into AI startups, even as more than 70% of these companies fail to generate meaningful operating revenue.

While tech giants like Google, Meta, and Amazon have invested over $400 billion in a single year, the distance between high market expectations and practical execution continues to widen. The video examines how the fear of missing out on a foundational platform is driving valuations faster than fundamentals, creating a "crowded trade" similar to the NASDAQ's historic rise and fall. We also analyze the massive infrastructure costs and the escalating "war for talent" where elite AI engineers now command nine-figure compensation packages.

Despite real productivity gains in coding and drafting, the technology still faces significant hurdles with reliability, high compute costs, and emerging regulatory friction. Ultimately, we question whether current capital discipline can endure or if the market is repeating the mistake of assuming inevitability justifies any price.


Produced by: Jessica Hanes
Edited by: Bryan Johnson
Animation: Jenny Heston
Additional Footage: Getty Images

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