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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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Technology
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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.
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 mean yeah sure, if you choose to ignore all of the evidence.
https://finance.yahoo.com/news/very-troubling-ais-self-investment-spree-sets-off-bubble-alarms-on-wall-street-160524518.html
https://www.nbcnews.com/business/economy/openai-nvidia-amd-deals-risks-rcna234806
https://www.cnn.com/2025/10/07/business/openai-nvidia-bubble-nightcap
https://www.forbes.com/sites/greatspeculations/2025/11/28/how-the-10-trillion-ai-bubble-pops/
Specifically, the circular nature of the investment and funding is hard to brush off and ignore.
You're only cherry-picking some panic-mongering bias-confirming reporting here. Honestly - Yahoo? NBC? CNN? Why not Grandma's Facebook shares and the Babylon Bee?
Plus, did you even read the Forbes article? The opening paragraph is literally what I'm trying to tell you.
For example, one huge thing you're missing this is that the large companies of the Big 4 with frontier models aren't taking out loans for this. It's all the startups that are trying to draft on them that are using loans. THAT is a danger, that tens of thousands of idiots will sink a corner of the financial system from the sheer weight of defaulting loans because ChatGPT said their shit sandwich idea was "revelatory, and honestly, a great idea!"
But that's not going to tank OpenAI or Google. Google has cash money. OpenAI as a fair bit of cash money. Meta has cash money. Anthropic had cash and then Trump tried to sink them.... but they might be OK in the long run. They're doing great on the code side of things.
What you're also erroneously assuming points to a bubble points to how OpenAI, Google, Whatever Musk calls his stupid company this week, and Palantir all are doing to avoid classic bubble economics of huge loans to pay back. You don't pay back stocks. It's equity. That's cash trading hands, not loans that come due one day. Hell, Antropic is buying server time from Grok - that's real cash trading hands to perform a service. That's not a bubble, that's the kind of thing that prevents a bubble. Like, bro, do you even bubble?