BillCara.com

BillCara.com

The AI Revolution: Why This Time Really Is Different

Unlike the dot-com bubble, artificial intelligence is rebuilding the foundation of global business

Bill Cara's avatar
Bill Cara
Dec 19, 2025
∙ Paid

When a prominent CNBC analyst compared today’s AI surge to the dot-com bubble during today’s broadcast at noon, he made a fundamental error in pattern recognition. Yes, both involve technological enthusiasm and soaring valuations. But that’s where the similarity ends. The dot-com era was about promises without profit, concepts without customers, and bus…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Bill Cara · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture