dot-com boom
2 statements across 2 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Aug 22, 2025 by David Friedberg · across every show →
Everything said about dot-com boom, oldest first
Aug 22, 2025 bullish
Friedberg: AI will mirror dot-com cycle with massive long-term value
“The dot-com boom was a, became a bubble that burst, but the ultimate promise of the internet was realized many orders of magnitude greater than I think, you know, most folks declared and proclaimed at the time. It was just delayed by a few years. I think it's …”
Sep 4, 2026 bullish
Friedberg: AI boom is driven by unprecedented real revenue and profits
“With the dot-com boom, it was all, like, metrics that weren't dollars. What we're seeing now is revenue and profits and growth. In revenue and profits that we've never seen before. And that's kind of the anthropic story. It's the data center, infrastructure, n…”