Episode Mentions
Tetragrammaton with Rick Rubin · Feb 11, 2026
BIll Gurley
“Dot-com bubble company that failed but whose business model was later validated by multibillion-dollar successors in pet e-commerce”
Venture Capital Investment Strategy and Pattern RecognitionRegulatory Capture and Its Impact on InnovationEarly-Stage vs. Late-Stage Investment Decision-Making
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Better Offline · Jan 29, 2026
AI Is Worse Than The Dot Com Bubble: Part Three
“Dot-com bubble casualty, unprofitable business model that failed to achieve profitability”
AI Bubble Valuation RiskNvidia Market ConcentrationDot-Com Bubble Comparison
View AnalysisBetter Offline · Jan 28, 2026
AI Is Worse Than The Dot Com Bubble: Part Two
“Dot-com bubble company example; failed e-commerce startup; smaller scale destruction than current AI infrastructure overbuilding”
AI Bubble Economics and Valuation RiskNvidia Dependency and Market ConcentrationGPU Infrastructure Depreciation and Obsolescence
View AnalysisBetter Offline · Jan 27, 2026
AI Is Worse Than The Dot Com Bubble: Part One
“Dot-com bubble example; collapsed to zero despite peak market cap of $400M; lost investors nearly everything”
AI bubble economics and unsustainable GPU infrastructure spendingDepreciation accounting and its impact on reported profitabilityTech industry layoffs and shareholder supremacy
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Oxide and Friends · Jan 8, 2026
Predictions 2026!!
“Dot-com era example of unsustainable business model; Harvey compared as modern equivalent in AI space”
LLM-Assisted Code Generation and Coding AgentsAI Safety and Prompt Injection SecurityNormalization of Deviance in AI Development
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