Part 6/7:
Cohen concludes by comparing today’s AI market to the dot-com era, noting that only a handful of companies from that bubble remain successful and relevant—Amazon and a few others. He suggests that the current AI industry, with its focus on a few dominant players and better financial fundamentals, is fundamentally different from the speculative frenzy of the past.
He underscores that the AI sector is still in its early stages, with significant growth ahead. While caution is warranted—especially regarding debt levels—the outlook remains optimistic that the sector's technological potential outweighs fears of a bubble burst.