Gm
The difference between the dotcom bubble and the "AI bubble" is pets.com had no revenue but Nvidia and openai make tens of billions
If you think it's a bubble you're probably not using it right
Discussion
do you personally think there is already an AI bubble or going to be one?
I don't think it's a bubble currently, don't know about the future
(a guess), but i think it will be the narrative blame of a bubble in the next 12 months (while other financial fractures are hidden underneath) and society generally accepts it and blames the need for more printing on that - while like .coms - AI marches on and becomes more integrated in a normal person’s life over a much longer time
Am I using the "bubble" right?
GM PV Fren
#bicoin is digital gold
https://video.nostr.build/4ea1c625e6f814ee0e4a8dd4104172e61c701214ca314cc7210b6d273e2aa83b.mp4
I disagree. You're comparing openai.con to pets.com in 1998. You should compare openai.com to amazon.com in 1998.
That doesn't mean there aren't thousands of pets.com AI out there with massive VC funding and no users.
"pets.com" AI in 2025👇🏻
There are 4-5 companies making big revenue just like .com. The rest is garbage no one uses. Of the companies that do make revenue, they're hemorrhaging money from these ventures. Nvidia is the only real winner so far.
Almost every app you show here has millions of users
Sure. Are they cash flow positive?
Very unlikely, but then again 90% of all startups no matter what industry aren't cashflow positive, even Uber wasn't until last year after over a decade of losses
Same with Netflix. My point is 90% of dot coms had no value. Neither do these start ups. 90% will fail.
How many people do you know that pay for ai? Out of them how many pay for ai that isn't Claude, Gemini, GPT, Grok, mid journey, Copilot or perplexity? Which of those ai company actually has paid users besides these?
Also, how many of those users are just Chinese bots ?
Gm
Stay humble and stack zaps ⚡️