During the dot-com bubble, inasmuch as it represented a turning tide, this trickle had reached a tipping point and we witnessed a tsunami of innovative products that consumers were genuinely fascinated by. There were just too many of them for the market to sustain them all, and a correction followed, as you would expect.

This AI story is basically the opposite, much like the blockchain story. Many investors and some consumers who have living or borrowed memory of dot-com bubble or the smartphone explosion really really want another opportunity to cash in on a exponentially expanding market and/or live through a new technological revolution and are basically trying to will the next one into existence as soon as possible, independent of any organicity or practicality.

In contrast to blockchain hype, maybe it'll work here. Maybe it won't. But it's fundamentally a different scenario from the dot-com bubble either way.