Is 2023 Worse Than The Dot Com Bubble?

The AI hype in the stock market in 2023 is being compared to the Dot Com crash because AI stock valuations are going nuts.

What lessons can we learn from the Dot Com bubble to make sure we don't sleepwalk into a 2023 stock market crash?

Is the situation at all similar?

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[SashaYanshin]

I can’t believe that nobody noticed I used Papyrus and Comic Sans for the two quotes from the 1990s…

[WtfReal]

Stock goes down 50% "it's the end of the world" Stock goes up 100% "It's a bubble". Everyone always negative. Buy and hold good companies and you will be fine in the long run

[GregMunro]

Stocks are pretty unstable at the moment, but if you do the right math, you should be just fine. Bloomberg and other finance media have been recording cases of folks gaining over 250k just in a matter of weeks/couple months, so I think there are alot of wealth transfer in this downtime if you know where to look.

[slav_o]

Sasha, you are one of the very few investment focused youtubers who is actually doing his homework before posting a new video. I really appreciate the alternative view and what you do.

[Eldyie]

With companies that are pre making a profit.... A higher stock valuation means more money from share offerings, which can improve the fundamentals as it is a free money injection.

[Eldyie]

Nah. The big tech companies that are in lala land valuations are monopolies and people are too scared to buy into anything else.

Eventually people will remember that there are other companies that make money.

[ThrashLawPatentsAndTMs]

Great report and perspective.

Here's a little extra context:
The first AI patent application that crossed my desk was in 2003, and in research found others that were earlier (albeit, different).
Over the following years, I sat in on demo after demo and rollout after rollout each falling flat, but a little better than the last one.
It's taken 20 years to go from selecting questions from a drop-down menu, to keeping "syntax cards" at a desk (to use as cues for tying in a search) to today's more general NLP.
Things are moving faster, but IMO we're still years away from the 'real' disruptions happening ... and even more years away from human adoption of AI as first an assistant and then a 'companion.'

I'm looking forward to receiving more of your insights!

[MarkXHolland]

Please continue with your excellent thumbnails, which I find hilarious. Thanks. 👍

[quinndexter]

Totally out of subject question. Where did you get your shelves from...pretty cool.

[seldenkovs]

Just realised that all videos are one-takes. What a well set speech

[gregcolon]

This Video was very insightful! Keep up the good work!

[AverageDipBuyerX]

Masterpiece video, this is why I am subscribed to you.

[mentugo]

Interesting episode, kinda of the myth busters of finance 😊

[robertpearce]

Just bought Keywords Studios, which is down a lot over fear that AI will take away its business, despite rising revenues and profits year over year... Getting ready to ride out the current AI hype!

[potnoogle]

2020 - All stocks going to the moon.
2021 - NFT's and bored monkeys were going to the moon.
2022 - The Metaverse was going to the moon.
2023 - AI's going to the moon
2024 - Hold my beer.

[cobbler]

The key stock market philosophy is buy cheap sell high. You don’t keep money in the stock market. Tesla and Amazon are overvalued they have no USP.

[timlodge]

So i will carry on dollar cost averaging in S&P 500 and if there is a big crash i will buy even more.

[Witnessmoo]

The game has never changed - buy food companies with money you do t need and hodl

[TheFinnmacool]

When someone says valuing things is like art, they are about to sell you something steamy and stinky.

[fmios]

You make fun of the youtubers with their panic thumbnails (constipating face expressions) and you make the same thing with fire and all red images. It's alright that you do that, but don't throw stones when you are in the glass house ;-)