2026-01-19 18:48:45

Call it a bubble? Maybe that label doesn't stick when you look closer.

Back in the dotcom days, companies burned cash like it was going out of style—bleeding money on speculation. Today's tech firms? They're running lean, funded by actual revenue streams. That's a different animal entirely.

But here's where it gets interesting: has AI genuinely transformed how we work, or are we just not paying attention yet? Consider what's happening with AI coding assistants—tools like Claude can now handle entire workflows, spinning up demos and prototypes in ways that would've taken days before. That's not hype. That's infrastructure shifting under our feet.

So the real question isn't whether we're in a bubble. It's whether the market has even caught up to what these tools are actually capable of doing right now.

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GoldDiggerDuck

· 11h ago

Claude this wave is truly different, not just a hallucination created by throwing money around --- The dotcom approach has long been outdated, and now these tools are really doing the work --- "Not a bubble, the market just hasn't reacted yet"... Just hearing this feels good --- The key is what AI assistants can do now, not how much they can be hyped up --- Good question, are we making money or just speculating on concepts... hard to say --- I respect the term "infrastructure shift," it's not something made up out of thin air

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MevHunter

· 11h ago

NGL, Claude has indeed changed the workflow, but the market is still dreaming.

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MetaDreamer

· 11h ago

Forget it, this time is truly different. The same old dotcom tricks can't be copied at all. Tools like Claude are really changing workflows, it's not hype. You have to try them yourself to understand. Talking about the bubble theory is too superficial. The problem is that the market hasn't fully reacted yet. That being said, now these companies are backed by real money, unlike the crazy days of the past. What tools can do is fundamentally different from what everyone thinks. The market is still catching up slowly. But saying there's no bubble at all is also a stretch; it's just a matter of degree.

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DegenMcsleepless

· 12h ago

NGL Claude these tools really change the game, but most people haven't realized it yet --- The dotcom approach has long been outdated, and the current logic is completely different. The bubble theory is a bit hard to justify --- The market is always a latecomer; by the time you wake up, it's already too late --- The real issue isn't whether there's a bubble, but whether you're keeping up with what the technology can actually do --- I agree with the term "infrastructure shift"; it's not just hype and speculation --- Wait, are you saying the market hasn't caught up yet? Then entering now would be a profit --- It's always like this—by the time everyone understands, the gains are gone --- Instead of obsessing over bubbles, it's better to see clearly what these tools are really doing

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