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Henry Blodget on AI, Dot-Coms, and What's Changed In 25 Years

Odd Lots

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AI and the Echoes of the Dot-Com Boom

This chapter explores the parallels between the current AI investment surge and the late 90s dot-com boom, highlighting the similarities in investor enthusiasm and market behavior. Speakers reflect on personal experiences within the tech industry while examining the extraordinary valuations of AI companies like OpenAI. The discussion also emphasizes narratives in investing and the implications for traditional versus AI-centric businesses.

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