dot-com era
The material compares current AI-market concentration and weakening breadth with the dot-com era, while questioning whether AI will produce comparable economy-wide gains. Goldman Sachs sees dot-com-era-low breadth but potential catch-up by lagging stocks if macro uncertainty eases 1. Jim Chanos argues the internet’s disruptive impact did not translate into superior post-Netscape GDP or S&P earnings growth, while Dan Nathan counters that the current period may still be early and could produce future foundational companies 2.
Where the voices land
Nobody took a position in september 2026.
Mentions
2 in September 2026Stories it travels in
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The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Gary Marcus 1 mention
- Walter Bloomberg 1 mention
- James Chanos 1 mention
- Dan Nathan 1 mention
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