Better Offline

AI Is Worse Than The Dot Com Bubble: Part One

January 27, 2026·13 min·3-min readsolotechnology
Podzilla Summary (3 min)
TLDR
The AI bubble is far more dangerous than the dot com bubble because today’s largest and most trusted tech companies are making irrational, unsustainable investments in AI infrastructure — particularly GPUs and data centers — at a scale that dwarfs the excesses of the late 1990s, while sim

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Guest

M

Matt Rosof

solo on Better Offline

Mentions

Books, people, and resources mentioned in this episode.

People

D. ZeitronMatt Rosof

Companies

MicrosoftAmazonNvidiaTSMCAnnapurna Labs

Topics

Artificial IntelligenceBusiness NewsCloud ComputingCybersecurityEconomicsStartupsTech NewsVenture Capital

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