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Super Bowl Commercial Bubble Curse: AIs imitate Dot-Coms

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  • description: #AI #SoftwareEngineering #TechBubble #SuperbOwl #DotCom #Coding #TechHistory As AI companies spend tens of millions on Super Bowl ads while losing billions in revenue, the parallels to the January 2000 tech landscape are eerie. 00:00 – Stressful time to be in Software 00:26 – 2000 vs 2026: A Sense of Deja Vu 01:05 – 2000 Dot-Com SuperBowl Ads 02:19 – The Reality vs. Marketing Hype of AI 03:14 – From FTX to Atari: A Tradition of Desperate Marketing 03:43 – AI: the New Offshoring 04:54 – Better Tools Make More Interesting Projects 06:16 – Hang in there // Sources: // Software Engineer Mental Health Tweet: https://simonwillison.net/2026/Feb/6/tom-dale/https://x.com/tomdale/status/2019828626972131441 https://x.com/tomdale/status/2019640306342457450 // Bubble.com memo and 2025 followup https://www.oaktreecapital.com/docs/default-source/memos/2000-01-02-bubble.pdf?sfvrsn=37bc0f65_5 https://www.oaktreecapital.com/insights/memo/on-bubble-watch // 2000 DotCom Super Bowl Commercial List: https://en.wikipedia.org/wiki/Dot-com_commercials_during_Super_Bowl_XXXIV // AI Plateau https://futurism.com/scientists-worried-ai-pleateau https://www.youtube.com/watch?v=aR20FWCCjAs&t=1280s // Moltbook (Crazy AI Social Network) - Video on this coming soon https://time.com/7364662/moltbook-ai-reddit-agents/ https://arstechnica.com/information-technology/2026/01/ai-agents-now-have-their-own-reddit-style-social-network-and-its-getting-weird-fast/ // Past Superb Owl ads: 2000 Pets.com: https://www.youtube.com/watch?v=DUoWcYoOjFQ 2000 ETrade Dancing Monkey https://www.youtube.com/watch?v=If6l3TZ3NEY 2001: ETrade "Ghost Town": https://www.youtube.com/watch?v=bXRvO0lHeGE 2022: FTX: https://www.youtube.com/watch?v=hWMnbJJpeZc 1984 Atari: https://www.youtube.com/watch?v=4KwaMobltGc // AI Revenue (or lack thereof) discussions: https://www.wheresyoured.at/premium-how-the-ai-bubble-bursts-in-2026/ // How AI is (and isn't) like the DotCom bubble (Podcast Episodes): https://www.youtube.com/watch?v=BP0funxPcCw https://www.youtube.com/watch?v=oNYWk9UROuY https://www.youtube.com/watch?v=54r2GFYHuRY https://www.youtube.com/watch?v=lugxsX1MEnA
  • title: Super Bowl Commercial Bubble Curse: AIs imitate Dot-Coms
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