The GenAI Boom Is Only Slightly Louder Than The Dot Com Boom
September 29, 2025 Timothy Prickett Morgan
In most markets, revenues and hopefully profits go from exponential growth to log growth to linear growth in the fullness of time. We are living in the exponential phase of AI, and for GenAI in particular, where the x in y=ax is a pretty big number and the resulting revenue growth looks like the proverbial hockey stick.
The numbers can be a bit surreal, as they seemed back in the Dot Com boom, where we turned on mainstream stores into warehouses with delivery services. With AI, we are turning the digital data of our lives into data warehouses and …
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