The AI Bubble Is Real—And That’s Good News
The bubble is undeniable. It is already huge, and it will explode with absolute certainty. This is not a question of “if,” only of “when.” And yes—it will be bigger than the Dot Com bubble.
But what does that actually mean?
If you’ve poured your money into the latest “promising AI startup,” then yes, it’s bad news. At some point, the wave will crash, valuations will collapse, and investors will take heavy losses. But if you haven’t—or if you’re looking at this moment through a different lens—then it’s not really bad news at all.
Because here’s the truth: the bubble does not diminish the revolution.
Remember the Dot Com Bubble
The collapse of internet stocks in the early 2000s was brutal. Fortunes vanished overnight. But did that change the internet’s role in human history? Not at all. The Web didn’t just transform technology and the economy—it reshaped society itself. It changed what it means to live, to work, to connect as a species.
And here’s the important detail: the Dot Com bubble also gave birth to giants. Companies like Amazon, Google, Facebook, and others didn’t just survive the crash—they emerged from it as the defining leaders of a new era.
The bubble was noise. The Web was signal.
The Same Is True for AI
Today, we are witnessing something even bigger. Generative AI, and the LLM platforms driving it, are not incremental. They are revolutionary on a level that is almost beyond description. They are changing the rules of creativity, of productivity, of knowledge itself.
No sane person can doubt this.
Yes, the greed is unprecedented. Yes, the speculation will end in tears. But that has little to do with the deeper reality: the tools are here, they are real, and they are already rewriting what’s possible.
And just like in the early 2000s, the crash won’t kill the revolution. It will clear the field. Out of the wreckage, the next generation of global leaders will emerge—some are being born right now, others are already here.
Lessons From Our Own Journey
For us, this moment feels deeply familiar. Our entrepreneurial journey began in September 2000 with the founding of Virtual Trip—right in the middle of the Dot Com bubble’s atmosphere of hopes, greed, and concerns.
We know firsthand how it feels to build in times of both irrational exuberance and genuine opportunity. We are blessed to now be scaling our organizations in a similar environment—this time with the benefit of experience, lessons learned, and a clear understanding of the dynamics at play.
The Era of the Makers
What does all this mean for us—the entrepreneurs, the builders, the dreamers?
It means the best time in recorded history to make things is right now.
Not ten years from now, not after the bubble bursts, not once the dust has settled. Now. The tools are in our hands, the distribution channels are global, and the barriers to creation have collapsed.
We have entered the era of the makers. The era of entrepreneurs. The era of people who are not content to watch, but who roll up their sleeves and build.
The bubble will burst. But the revolution is here to stay. And if you’re a maker, you’ve never had a better moment to make things happen.
