AI Isn’t the Next Dot-Com Bubble (Here’s Why)

AI is moving fast—but what actually limits how far and how fast it can scale?

In this conversation, Michael Knight from TTI explains why today’s AI boom is not a repeat of the dot-com bubble. We talk about what’s slowing AI down right now: power, chips, memory, packaging, and infrastructure.

We cover:

• Why AI is a “pull-forward” technology (like electricity)
• What makes this wave different from the dot-com era
• The real bottlenecks: energy, fabs, memory, and packaging
• Cloud AI vs edge AI (and what changes as AI moves closer to devices)
• Humanoid robots and autonomous vehicles entering the real world
• Why power is becoming the biggest limiter
• How AI could widen—or reduce—the gap between the haves and have-nots
• What skills matter most for the next generation

This is a grounded look at the forces shaping the next decade of AI—beyond the hype.