"Diffusion curves cutting through the AI "bubble," illustrating transition, not a burst. The dot-com boom and bust of the early 2000s is a stark reminder of what could happen with AI. As we remain in the land of uncertainty, disruption is always on the cards. Among all the noise about a looming AI bubble burst - since people are apparently very good at predicting the future - I'm questioning whether there's a bubble at all."
"And I'm not alone. Technology and innovation evolve through cycles. While it's tempting to compare the AI revolution to the internet bubble, this time really is different. Bubble or no bubble, no one is immune Throughout 2025, the value of tech companies rocketed to record highs as businesses placed big bets on the future. Yet alongside the excitement, anxiety has grown that AI is one big bubble about to burst."
Diffusion curves suggest AI represents a transition phase rather than an imminent collapse. The dot‑com boom and bust serves as a historical warning about outcomes when hype outpaces fundamentals. Technology and innovation move in cycles, making simple parallels imperfect because current dynamics differ. Valuations surged through 2025 as firms made large bets on AI, producing record highs and rising anxiety. An AI bubble would mean prices and investments have outpaced underlying value, often amplified by hype, social media noise, and fear-driven behavior. Market participants remain exposed to disruption and downside risk despite differing views on whether a bubble exists.
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