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'Exactly how the dot-com bubble burst': A market research firm says keep an eye on this AI warning sign
(www.businessinsider.com)
this post was submitted on 20 Jun 2026
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When there’s a bubble, at first you hear “hmm this is weird maybe it’s a bubble”. Then more people start saying ,”yeah it looks like a bubble”. Then more people start analyzing how it IS a bubble. All the while big investors are like, “ I know it’s a bubble but right now I’m making bank, so…”. Finally, after those investors decide it’s been a good run, they cash out and the bubble truly starts bursting.
So right now everyone knows it’s a bubble. What we’re seeing is the big investors trying to squeeze every last billion out of it.
This time they wasted so much money that they're trying to foist the bad investments on retail investors with overblown valuations and IPOs before cashing out.
You seem to be talking about SpaceX, but I gotta point out that with the fast-track it's not just the retail investors holding the bag. It's anyone with a retirement fund.
Yes.
Yeah, heard it all before, and I'm very familiar with the structural "curiosities" of the existing investment landscape.
Very few people correctly called the problems with 2007-2008. Not none, but few. And with soooooo many people mindlessly on the "it's a bubble!" bandwagon so early, a lot of accuracy and legitimacy is lost months or years beforehand for no other reason than why conspiracy theory people say "we'll get UFO disclosure this year!" Or "This year the Cubs/Arsenal/Red Sox will do it!" It's just the thing they say until one time they're right.
I'm not telling you it won't happen in a sense... But it's not going to happen how or when you think. IMO, you're looking at a partial stuttering effect maaaaaybe late winter like Q1 2027, and that's about it. There's to much alternate demand for everything LLM companies are already buying up to create a full and similar bubble like the Dot Com bubble.
I don't claim I know when the correction will happen but I wonder what massive alternative demand you see for the mountains of highly specialised server gpus in storage that will be obsolete in maybe 3 years time? For many of them that means likely before they will ever be turned on. The dotcom bubble created infrastructure that was, largely, not obsolete when the bubble bursted and made a lot of sense to salvage. That is a fundamental difference to inference infrastructure.