DotCom vs DotAI
2026-06-14 03:43:36 +07:00 by Mark Smith
I was just looking at some stock charts way zoomed out to see as much historical context as possible, and wondered what it looked like for some prominent companies that were around for the dotcom era of the web, both for hardware and software.
You can really see the similarity in the massive uptick around the year 2000, and then the current moment. Microsoft was famously not that hot on the internet back then, and so there isn‘t much of a bump, but the hardware companies definitely were, and that‘s very clear for Cisco, who made much of the networking equipment back then.
It sort of makes you go yikes, but it doesn‘t mean necessarily it‘s going to crash anytime soon, in fact I think it‘s unlikely to go that way until there are some more IPOs, but it‘s worth keeping these graphs in mind.
How best to set yourself up for the long road ahead is the big question that nobody knows the answer to. #