Navigating the Parallel of the AI and Dot-Com Booms
The current surge in Artificial Intelligence mirrors the dot-com boom, prompting both excitement and caution. While historical parallels raise concerns of a bubble, key differences set today apart.
- Real Demand: Unlike the speculative nature of the 90s, today’s AI companies showcase tangible profits and robust revenue.
- Infrastructure Buildout: The extensive development of datacenter capacity mirrors the fiber-optic investments of the past, albeit driven by genuine demand.
- Emerging Innovations: The potential for unforeseen advancements in Large Language Models (LLMs) raises questions. What if training sophisticated models becomes feasible on personal devices?
As we chart this transformative landscape, it’s crucial to consider: will today’s infrastructure sustain the future, or risk becoming obsolete?
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