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Threading on the Edge Threading on the Edge @threadingontheedge · 7.78K subscribers
Post #4470 350
the bears believe that the internet of 1999 and the ai of 2026 are highly isomorphic in market behavior.

the bulls insist that ai’s capital expenditure demands are real and verifiable, fundamentally different from the internet companies back then that burned cash in droves without viable business models.

https://x.com/arndxt_xo/status/2053445847619445054
X (formerly Twitter) arndxt (@arndxt_xo) on X the bears believe that the internet of 1999 and the ai of 2026 are highly isomorphic in market behavior. the bulls insist that ai’s capital expenditure demands are real and verifiable, fundamenta…
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