dot-com bubble
also referred to as: dot com bubble
2 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Sep 16, 2025 by Ranjan Roy · across every show →
Everything said about dot-com bubble, oldest first
Sep 16, 2025 bearish
Ranjan Roy compares the OpenAI-Oracle deal to the dot-com fiber buildout
“I think for the market to have reacted that positively, it just, I don't know, it feels like in, you know, the internet bubble, there was so much that happened around fiber build fiber capacity build out that seems to start to echo this, that it this I don't k…”
Mar 18, 2026 bearish
Sorkin: AI Faces Potential Dot-Com-Style Bubble And Bust Timing Mismatch
“The bigger question is whether there's going to be like a timing mismatch, that there's going to be some period of time. Same way, by the way, we had a dot com bubble and bust where the economics didn't match the investments at that time. Now, Amazon is still …”