AI bubble or real demand? The Internet comparison that changes everything
“Like, the problem of the Internet is the demand wasn't there.”
Listen. As long as the demand is there, like, the demand is there. Like, the problem of the Internet is the demand wasn't there. Exactly. Alright. This is this is, like, the the whole pyramid scheme bubble thing where, like, as long as you mark to market on, like, the notional value of, like, these deals find, but, like, once it starts to chip away, it really Well, no. Just like if if as as long as there's demand I mean, you know, this this is like, a lot of these sound bites have already become kind of cliches, but they're worth saying it. Right? Like, during the Internet days,
About this clip
A discussion comparing AI's current market dynamics to the dot-com era, questioning whether sustained demand can prevent a bubble-like collapse. The speakers explore the critical difference between marking deals to market value versus actual underlying demand, drawing parallels to pyramid scheme dynamics.
Why this clip
This clip captures a pivotal moment comparing two major technology waves and questioning the sustainability of current AI valuations.
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