Another Big Tech Visionary Left to Launch an AI Startup—Is the AI Boom Really in its Earlier Innings?

Group 1 - The ongoing AI boom is drawing parallels to the dot-com bubble, particularly with Nvidia being compared to Cisco during that era [1][2][6] - Cisco's stock took a significant hit when the dot-com bubble burst, and it took 25 years for the stock to recover to its 2000 peak, raising concerns about a potential AI bubble [2] - The emergence of numerous AI startups is generating excitement but also concern among investors, reminiscent of the startup surge during the dot-com bubble [3][4] Group 2 - High-profile tech visionaries are leaving established companies to start their own AI ventures, indicating a strong belief in the potential of AI [5][6] - The rapid growth of AI startups may lead to challenges in talent retention for larger tech firms [6]