A veteran tech investor says 'doom and gloom' over the AI boom is overblown, even though it has shades of the dot-com bubble
THE SO WHAT
Comparing AI to dot-com but calling the industry "healthier" is a reminder that capital is still willing to fund long-duration tech bets — just with more scrutiny on cash flow and unit economics than 1999. Treat this as permission to keep building, not to ignore discipline: runway, gross margin, and real adoption still decide who survives the eventual repricing.
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