Today’s AI Boom Through a Dot-Com Veteran’s Eyes | Paul Meeks

November 4, 2026 Market Insider

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Business insight and market data are more accessible than ever. Understanding what actually matters is not.

Hosted by Siyamak Khorrami, the show draws on his background as a business operator and editor and brings together perspectives from experts in business, finance, and economics who have made decisions when the stakes were real and the information limited. The aim of the show is to create a growing record of how clear direction leads to lasting results.

Nearly four years into the artificial intelligence (AI) data center buildout, the scale of the spending has drawn comparisons with the dot-com boom. How well does a crash from a quarter century ago help explain the risks today?

Part of that spending runs through builders who have to borrow to do the work. Those financing needs add another layer of uncertainty to spending plans already under intense scrutiny.

Paul Meeks, who ran the world’s largest technology fund through the dot-com collapse, explains which parts of that comparison hold up today and which ones mislead. He also connects the financing of AI construction to a wider concern about how much of U.S. growth depends on that spending continuing.

Views expressed in this video are the opinions of the host and the guest and do not necessarily reflect the views of The Epoch Times.

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