FUTURE Headline
I've long felt there were 3 factors to the 2028 crash:
1 Industry-wide overestimation of AI growth rates
2 Many companies were selling to each other
3 The hyperscalers overbuild was even larger and had debt
Was it a bubble? Hard to say, the dreams did all come
I've long felt there were 3 factors to the 2000 crash:
1 Industry-wide overestimation of Internet growth rates
2 Many companies were selling to each other
3 The telecom overbuild was even larger and had debt
Was it a bubble? Hard to say, the dreams did all come true in time.