I’ve been sitting with this question for a while — is the AI investment boom actually a bubble, and if so how does it compare to what happened in the late 90s? So I decided to dig into the data and make a short documentary about it. The video traces the structural parallels between the two cycles — the Netscape/ChatGPT inflection points, the infrastructure arms races, and the Cisco/Nvidia circular economy where both companies funneled money into startups that turned around and bought their products. It also looks at what makes this cycle fundamentally different — the concentration of investment in profitable mega-caps, the stabilising role of passive index fund ownership, and real adoption data showing non-tech AI uptake in 2025 was 4x the previous four years combined. The conclusion isn’t a crash call. It’s something more nuanced - and more interesting. Full video here: https://youtu.be/_NDAUTyRxqY submitted by /u/OkHeat6599
Originally posted by u/OkHeat6599 on r/ArtificialInteligence
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