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I think the upcoming AI bust will be similar to the 2000s dotcom bust - ecommerce was not a bad idea or a scam! And neither are transformers. But there are cultural similarities:

a) childish motivated reasoning led people to think a fairly simple technology could solve profoundly difficult business problems in the real world

b) a culture of "number goes up, that's just science"

c) uncritical tech journalists who weren't even corrupt, just bedazzled

In particular I don't think generative AI is like cryptocurrency, which was always stupid in theory, and in practice it has become the rat's nest of gangsters and fraudsters which 2009-era theory predicted. After the dust settles people will still be using LLMs and art generators.



I see the same way. My current strategy is what I think I should have done in the dotcom bubble: carefully avoid pigeonholing myself in the hype topics while learning the basics so I can set up well positioned teams after the dust settles.




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