The AI Opportunity

The AI Opportunity

Sh*it, are we in a bubble? - 10 Things You Need to Understand About the OpenAI Bubble

Had to read about this and it's not looking good. OpenAI circular financing is looking like a bubble about to burst

Guillermo Flor's avatar
Guillermo Flor
Oct 14, 2025
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First, why did the Dot-Com Bubble burst

Dot-com Bubble Explained | The AI Opportunity

The AI Opportunity is read by top investors worldwide. Sponsor at g@guillermoflor.com

Sounds familiar?

The AI boom is unlike anything we’ve seen since the dot-com era.

But behind the trillion-dollar valuations and GPU shortages lies something stranger: the same companies funding and selling to each other.

When Nvidia i…

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