A detailed comparison of the 1999 dotcom bubble and the 2026 AI cycle, analyzing bubble signals, fundamentals, and implications for investors.
The Bubble Question, Disentangled: 1999 vs 2026 Category by Category
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192 posts
Building an AI Trading Bot — Week One: Why a 90 % Win Rate Can Still Lose Money
A week into developing an AI trading bot, researchers find that a 90%+ win rate does not guarantee profitability, highlighting the importance of strategy quality over win frequency.
Cybersecurity operations signal monitor: A backdoor in a LinkedIn job offer
Cybersecurity monitoring reveals a backdoor in a LinkedIn job listing, raising concerns about targeted cyber threats and employer compromise.
ALIA. The Spanish answer.
Spain’s ALIA-40B, trained on 9.37 trillion tokens, is Europe’s largest public AI initiative, emphasizing multilingual and Spanish-specific capabilities amid strategic positioning debates.
The Ghost Story Became a Forecast.
Thorsten Meyer explains Jack Clark’s recent essay revealing a 60% chance of automated AI R&D by 2028 and the implications of a 40% fundamental paradigm limit.
Mistral. The fourth path.
Mistral has raised over $830M, achieved $400M ARR, and trained a leading LLM, positioning as Europe’s top commercial AI firm amid ongoing strategic debates.
Minerva. The opposite path.
Italy’s Minerva-3B, trained from scratch on 2.5 trillion tokens, scores only 4.9% on Italian exams, raising questions about native-language investment and model scaling.
China Sphere Capability Gap, Q2 2026 Update: Five Labs, Five Strategies, One Narrowing Frontier
Chinese labs launched five frontier-tier models in April 2026, narrowing the capability gap with US labs while maintaining cost advantages and open licensing.
The Regulatory Vacuum.
Google disclosed a zero-day vulnerability exploited by criminal groups on May 11, 2026, exposing a lack of regulatory frameworks for AI-driven threats.
Three Public Vulnerabilities. Chained.
A chain of three public vulnerabilities was exploited on May 11, 2026, to compromise TanStack npm packages, highlighting the speed of AI-augmented attacks.
