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Better Offline · Jan 29, 2026
AI Is Worse Than The Dot Com Bubble: Part Three
“Dot-com telecom parallel: 0.88% of S&P 500 in 2000, $33.8B revenue with 78% from service provider networks, required revenue restatement”
AI Bubble Valuation RiskNvidia Market ConcentrationDot-Com Bubble Comparison
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