AI Profitability: 1999 Dot-Com Bubble, or Sustainable?

The year is 2025, approaching 2026. Concerns loom over the profitability of ChatGPT, and artificial intelligence systems.

Are the massive investments going to pay off? Can we compare the current AI market to the 1999-2000 dot-com and 2008 real estate bubbles?

Samir Kumar, an investor, co-founder and general partner at Touring Capital, shares his insight.

Chapters

Intro
Trillions in spending into AI infrastructure
Samir says ROI pattern differs from 90's dotcom fiber buildout
AI demand versus profitability and revenue
IPOs, unicorns, decacorns, and 'triceratops'
Part 2 to be continued.. on Super AI


More about Samir Kumar https://touringcapital.com/samir-kumar/

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#aibubble #chatgpt #dotcombubble