Bill Gates Says We're in an AI Bubble Similar to the Dot-Com Bubble(businessinsider.com)

5 pointsby BerislavLopachace 8 meses1 comments

Bill Gates Says We're in an AI Bubble Similar to the Dot-Com Bubble

https://www.businessinsider.com/bill-gates-ai-bubble-similar-dot-com-bubble-2025-10

1 comments

This is 100% the dot-com bubble playbook. Right now, we're in the "frenzy" Gates mentioned, and everything is overpriced.

The strategy: Sit on the sidelines.

When this pops, "everyone gets wet," including the healthy giants (MSFT, NVDA, etc.). That's the moment to buy the survivors at a massive discount after all the "me-too" companies are wiped out.