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The Dot-Com Bubble Burst 25 Years Ago. AI Could Be Next. - Barron's

1. Internet bull market peaked 25 years ago, now facing overexcitement in tech. 2. Tech giants, including Meta, may invest $200 billion in AI this year. 3. Government investments in AI raise concerns about sustainability and market corrections. 4. Historical tech bubbles suggest potential for significant downturns in valuations. 5. US projected to run $2 trillion deficits, impacting capital availability for AI.

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FAQ

Why Bearish?

Increased investment in AI without sustainability parallels past tech bubble behavior.

How important is it?

The article discusses issues affecting tech investments, which includes Meta's future profitability.

Why Long Term?

Prolonged deficits and market corrections may affect Meta's ability to sustain growth.

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