Fred Vogelstein writes on Crazy Stupid Tech: Boom, bubble, bust, boom. Why should AI be different? “To us what’s happening is obvious. We both covered the internet bubble 25 years ago. We’ve been writing about – and in Om’s case investing in – technology since then. We can both say unequivocally that the conversations we are having now about the future of AI feel exactly like the conversations we had about the future of the internet in 1999. “
Good read that guided me towards DeepSeek scare https://crazystupidtech.com/2025/02/02/what-deepseek-means-for-everyone/ . Right there comparing Juniper in 1998 and DeepSeek in 2025 is spot on, yet no conclusion why it is like that? Why Juniper (USA) in 1998 and why DeepSeek (CN) in 2025?