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# AI Will Break Companies Before It Saves Them
- URL: https://www.therecursive.com/ai-boom-vs-dot-com-bubble/
- Published: 2026-01-15T15:51:06.000Z
- Updated: 2026-05-28T14:03:49.000Z
- Description: In this episode of The Recursive Roundtable, we explore how artificial intelligence is reshaping work, companies, and the global economy — and whether today’s AI boom mirrors the dot-com bubble of the late 1990s.
- Author: The Recursive
- Tags: Podcast, #Import 2026-03-17 10:10

More than 50% of recent venture capital investment has flowed into AI, raising inevitable comparisons to the dot-com era, when capital rushed into internet startups before real value was fully proven. We discuss what history can teach us, why hype cycles are rooted in human psychology, and how this time may be both similar — and fundamentally different.

🎙️ **GUESTS**:

- **Svetozar Georgiev**, General Partner at Eleven Ventures
- **Raya Yunakova**, Investor at LAUNCHub Ventures
- **Tsvetan Tsvetanov**, Lead Software Engineer, Co-Owner at Camplight

The conversation examines what’s actually changing today:

☑️ why enterprise AI adoption is harder than expected;  
☑️ why many pilots never reach production;  
☑️ why AI is boosting individual productivity faster than it can transform whole teams or organizations.

We also unpack the growing impact on hiring, junior talent, and the future of technical education.