Part 15/16:
Prominent industry voices like Jeff Bezos describe AI as an "industrial bubble," yet remain optimistic about its potential to reshape industries and reward society in the long run. Reflecting on the 2000 internet bubble, Bezos emphasized that despite stock volatility, fundamental business growth persisted—an important lesson for current investors and entrepreneurs.
This context is vital as the tech sector’s valuation surges anew, driven by AI’s rapid expansion. While market enthusiasm reaches record levels, underlying fundamentals—such as infrastructure costs, geopolitical risks, and environmental sustainability—must also be carefully managed.