Thoughtful Money with Adam Taggart · Saturday, August 29, 2026
Lance Roberts draws parallels between the current AI boom and the late 1990s internet bubble, noting that while some companies faltered then, today's AI leaders are reporting substantial revenue. He argues against dismissing AI's potential, likening the sentiment to early skepticism about the internet.
“But there's a very big difference between the companies reporting earnings today versus the companies that were reporting earnings like Global Crossing and and uh, you know, Lucent, some other companies back then.”
“Huge differences about where that revenue generation is coming from. And there is a lot of revenue coming right now.”
“So even if there's a little bit of a ding down the road, it's not going to be the dot com prices that, you know, we experienced back in the early 2000s.”