Daniel
@danielisdizzy
Jeff Bezos called the current AI environment an “industry bubble.”
We’re in a phase where every experiment gets funded. The good ideas, but also the terrible ones. Companies with no real product and a small team are raising billions from investors.
That’s not normal.
In 2000, when the Internet bubble burst,
$AMZN
crashed from $113 to $6 per share.
Yet every single business metric kept improving. The company was getting stronger while the stock was getting destroyed.
That’s what happens during bubbles:
fundamentals disconnect from prices.
Also because of the macro environment, the market will go through a major correction in the coming months.
But if you keep buying strong companies that will benefit from the AI revolution, you’ll be far wealthier in 2–3 years, even if the market crashes in the short term.
Jeff Bezos called the current AI environment an “industry bubble.”
We’re in a phase where every experiment gets funded. The good ideas, but also the terrible ones. Companies with no real product and a small team are raising billions from investors.
That’s not normal.
In 2000,… pic.twitter.com/HMQd7IRnOE
— Daniel (@danielisdizzy) May 21, 2026
Hype machine funds terrible experiments and buries every warning of coming correction.