At least so far, no firm that has dominated one era of computing technology has had similar leadership in the following era. This comparison has to be seen in context, given the huge run up in equity values during the "dot com" years.
The best illustration is the drop in equity value of AOL, which mostly reflects a drastic change in market valuation, not the underlying fundamentals of the business.
Still, the equity valuation of Apple, Google and Facebook in 2013 tells you something about perceptions of leadership a decade after the peak of the Internet bubble in 2001.
Monday, August 26, 2013
The Difference Between 2000 and 2013
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
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