TLDR Tech / Fintech
Redpoint argues this is not Dotcom Bubble 2.0
The current AI cycle is fundamentally different from the dotcom era because demand is already pulling infrastructure forward, with major model companies reportedly generating massive revenue and data center capacity largely pre-committed. AI is expanding software's addressable market from copilots to task and workflow agents, while putting the most pressure on horizontal SaaS, where AI can increasingly replace coordination-heavy software rather than simply augment it.
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