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The AI Surge: Why This Isn’t Another Dot-Com Bubble

The AI Surge: Why This Isn’t Another Dot-Com Bubble

Quantifying Why AI's Growth Path Differs Fundamentally from Dot-Com

Dr Seth Dobrin's avatar
Dr Seth Dobrin
Jun 03, 2025
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Silicon Sands News
Silicon Sands News
The AI Surge: Why This Isn’t Another Dot-Com Bubble
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Welcome to Silicon Sands News—the go-to newsletter for investors, senior executives, and founders navigating the intersection of AI, deep tech, and innovation. Join ~35,000 industry leaders across all 50 U.S. states and 113 countries—including top VCs from Sequoia Capital, Andreessen Horowitz (a16z), Accel, NEA, Bessemer Venture Partners, Khosla Ventures, and Kleiner Perkins.

Our readership also includes decision-makers from Apple, Amazon, NVIDIA, and OpenAI, some of the most innovative companies shaping the future of technology. Subscribe to stay ahead of the trends defining the next wave of disruption in AI, enterprise software, and beyond.


This week, we will examine
 why the current investment cycle in AI is fundamentally different from past investment cycles and is not (yet?) in a bubble.

Let's Dive Into It...

The current AI boom has drawn frequent comparisons to the dot-com bubble of the late 1990s. Both periods have seen rapid technological advancement, soaring valuations, and intens…

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