A detailed comparison of the AI investment cycle of 2026 with the 1999 dotcom bubble, category by category, highlighting confirmed facts and uncertainties.
The Bubble Question, Disentangled: 1999 vs 2026 Category by Category
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358 posts
Highest Number of S&P 500 Earnings Calls Citing “AI” Over the Past 10 Years
S&P 500 companies cited ‘AI’ on 337 earnings calls in Q1 2026, the highest in 10 years, reflecting rising focus on artificial intelligence.
A Guide to the Biggest Winners From the SpaceX IPO
Analysis of the key beneficiaries from SpaceX’s recent IPO, highlighting who gained the most and why it matters for investors.
Fiserv Announces Leadership Transition
Fiserv has announced a leadership change, with a new CEO set to take over. The transition aims to position the company for future growth amid industry shifts.
Salesforce to Acquire Fin (formerly Intercom) for $3.6BN
Salesforce announced it will acquire Fin, formerly Intercom, for $3.6 billion to enhance AI-driven customer support capabilities.
Baron Funds Got Boost From Updated Value of Their SpaceX Stock
Baron Funds’ recent financial update shows a significant boost from the revised valuation of their SpaceX holdings, impacting their reported assets.
Billionaire Investor Ron Baron Has Already Made at Least a 1,312% Return on His Fund’s Investment in SpaceX. Here’s What He Thinks the Stock Will Be Worth in 10 to 15 Years
Billionaire investor Ron Baron has reportedly gained at least 1,312% on his SpaceX stake since investing in 2017, reflecting massive gains amid the company’s IPO prospects.
The Stanford AI Index 2026 Audit: Reading the Field’s Annual Report Card With a Critic’s Pen
An in-depth analysis of the Stanford AI Index 2026 report, examining its strengths, limitations, and what it reveals about the state of AI in 2026.
ALIA. The Spanish answer.
Spain’s ALIA project, a 40B parameter multilingual model, demonstrates strategic positioning as a Position 3 initiative with operational evidence confirming its scope and limitations.
The Ghost Story Became a Forecast.
Thorsten Meyer analyzes Jack Clark’s recent essay revealing a bivalent forecast for AI development, with significant implications for the field.
