La bulle Dot-Com (1995-2000) a vu des valorisations folles avant l'éclatement. Aujourd'hui, l'IA générative suscite un engouement similaire. L'histoire se répète-t-elle? Analyse des leçons passées pour naviguer l'avenir de l'IA.
⏩️ https://linkeaz.net/fr/posts/bulle-dot-com-1995-2000-lecons-ia
#DotComBubble
'This Time is Different': The Most Dangerous Investing Myth
https://investurns.com/why-this-time-is-different-investing-phrase/
#speculativeassets #avoidinginvestmenttraps #financialmarkethistory #recencybias #dotcombubble #BehavioralFinance #stockmarkethistory #SirJohnTempletonquote #InvestmentMistakes #Investorpsychology
Paul Krugman warns that Federal Reserve rate cuts are unlikely to prevent an AI bubble burst, drawing parallels to the dot-com era and emphasizing that monetary policy cannot rescue overvalued tech sectors.
#YonhapInfomax #PaulKrugman #FederalReserve #AIBubble #InterestRates #DotComBubble #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=93025
"We're not Enron"
The moment the #AI goes *pop* it will be a disaster.
https://www.youtube.com/watch?v=ThUNhjblo24
#AI #AIBubble #DotComBubble #Finance #Economy #USA #ArtificialIntelligence #OpenAI #NVIDIA #Microsoft #Apple #Amazon #Anthropic #X #Twitter #Google #Alphabet #Voidzilla #Coffeezilla #GPU #LLM
US Federal Reserve Vice Chair Philip Jefferson said the current AI-driven stock rally differs from the dot-com bubble, citing stronger fundamentals and a resilient financial system, while noting AI could influence future monetary policy.
#YonhapInfomax
#FederalReserve #PhilipJefferson #AIBoom #DotComBubble #MonetaryPolicy
#Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=92003
Google CEO: If an AI bubble pops, no one is getting out clean https://arstechni.ca/89JR #largelanguagemodels #AIinfrastructure #machinelearning #climatechange #AIinvestment #AIregulation #dotcombubble #SundarPichai #JensenHuang #JamieDimon #AIenergy #alphabet #deepmind #EdZitron #Biz&IT #google #NVIDIA #openai #AI
JP Morgan warns that the AI boom could end similarly to the dot-com bubble, citing concerns over unsustainable investment and the risk of significant losers despite strong cash flows among current AI firms.
#YonhapInfomax #JPMorgan #AIBoom #DotComBubble #DataCenterComputing #FreeCashFlow #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=90374
Goldman Sachs has identified five key indicators—including capital expenditure peaks, earnings declines, and credit spreads—to assess whether the U.S. AI boom is nearing its peak, drawing parallels to the dot-com bubble era.
#YonhapInfomax #GoldmanSachs #AIBoom #DotComBubble #CapitalExpenditure #CreditSpreads #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=90209
“Yale University professor (#RobertShiller) born in 1946 looked to the past. His ‘cyclically adjusted price-to-earnings ratio’ is calculated by dividing a share price by the average of the past ten years of earnings adjusted for inflation. If high, the ratio warns of lower returns to say the least.
Shiller added credence to his analysis by calculating his ratio for the US #ShareMarket on a monthly basis back to 1881 – the ratio’s average over these 144 years is 17.29. At the end of October, the ratio stood at 41.20, the highest since 1881 except for when during the #DotcomBubble when it reached 44.19 in 1999.
That means the #Shiller #PEratio is higher than its 31.48 peak before the 1929 crash, when stock values plunged nearly 90 per cent. It’s almost at #DotCom heights from when the #S&P500 Index sagged 49 per cent and the tech-heavy #NasdaqCompositeIndex dived 78 per cent. Other indicators say US #stocks are more overvalued than in 2000.
Such numbers explain why so many, from the #IMF and the #BankOfEngland to even #tech #CEOs, talk of a US #StockBubble, as do #investors. A survey in October found a record 54 per cent of global fund managers (who each manage more than US$400 billion) think #ArtificialIntelligence stocks are in a bubble.”
Still questioning the AI investment bubble talk?
#finance / #prudence / #AIWinter <https://spectator.com.au/2025/11/beware-an-ai-stock-bust/>
Was machen wir eigentlich gegen die KI-Blase? Es gibt sie und sie wird platzen. Und wenn sie platzt, wird eine Hand voll extrem reicher Menschen viel viel reicher und viele viele einfache Menschen viel viel ärmer. Dazu kommen dann noch Jobverluste, ökonomische Probleme und mehr. Platzen lassen kann man die Blase eben nicht, da sonst genanntes passiert. Und die Blase "am Leben halten" würde den sicheren Downfall nur noch größer machen. Was also tun?
#KI #AI #kiblase #aibubble #dotcombubble #dotcomblase #depol #intpol #techbros #openai #samaltman #nvidia #amd #llm #llms #digitalpolitik #netzpolitik
For all those would-be investors throwing their money at all things AI related, I have three words.
Dot-Com-Bubble
That bubble burst in March 2000 leaving a ton of broke assed investors holding the bag.
Ja, @KarlE - auch ich gehe bei der #KIBlase nicht einfach von einer Wiederholung der #DotcomBubble aus. Habe gestern dazu gevloggt.
@olaf_radicke @vithanco @diekehrseite https://youtube.com/shorts/z-fGVDZ6tHU?si=JAIoBqhYW_tq1r7G
I don’t miss the millenial dotcom boom for the grifters and career criminals.
But I do miss it for another reason. IT talent was such strong currency at those times you could have a situation of an actual anarchist running the IT department like a syndicate for a while.
Good times! 🙂
@pluralistic hatte wohl ne gute Zeit nach #DotComBubble-Burst.
Wir brauchen eine #Dekommerzialisierung des #Internet|s!
🤖 Oh, so after the AI boom, we're getting... what, a bunch of leftover algorithms and a wishful comparison to the dot-com bubble? 🌐 Because nothing screams "durable infrastructure" like a decade's worth of obsolete neural networks and half-baked chatbots. 😂 #InnovationFail
https://blog.robbowley.net/2025/10/12/after-the-ai-boom-what-might-we-be-left-with/ #InnovationFail #AITrends #DotComBubble #TechHumor #NeuralNetworks #HackerNews #ngated
🤖 L’intelligenza artificiale è la nuova bolla dot-com? Un'interrogazione che suscita curiosità e dibattiti. Impressioni? #AI #DotComBubble
🔗 https://www.tomshw.it/hardware/banchiere-prevede-scoppio-bolla-ia-e-perdite-2025-10-09
Bank of England warns AI stock bubble rivals 2000 dotcom peak https://arstechni.ca/tehy #financialstability #marketcorrection #machinelearning #FederalReserve #MarkZuckerberg #bankofengland #andrewbailey #dotcombubble #DonaldTrump #microsoft #UKeconomy #AIstocks #alphabet #LisaCook #Biz&IT #Amazon #google #NVIDIA #apple #meta #AI
Client Info
Server: https://mastodon.social
Version: 2025.07
Repository: https://github.com/cyevgeniy/lmst