On: Why is Google cutting off Search from AI-free schools? Here are some theories

What is the lesson of the dotcom days? There will be a brief pullback - and a couple goofy businesses will live in infamy - before that tech actually does go to the moon?

The lesson of the dotcom days was that transformative technology does not relieve a business from worrying about financial fundamentals.

The dotcom crash wasn't about technology, it was about business.

That many big names during the bubble are not the companies that actually became large long-term successes on the other side.