Wednesday, February 18, 2026

The Dotcom Y2K dilemma for AI

We lived through Dotcom, Y2k, Metaverse booms and busts, We saw edtech zooming and strugllinng and then 90% strruggling within a decade.
AI is not going to be any different.
The tech is great. But use case are like nuclear power, bomb first.
Like the nuclear race , or the race to control OS, Desktop, search , this AI race too shall se may falls, rises, misuses, before it finds it purpose , not anytime soon.

1000s of apps being build by bots, competing with each other, speed growing like bonkers second day. Servers, data centres exploding demand for what ? 90% tasks that are like instagram reels, or you tube videos, millions watch serves no purposes, helps no businesses , keep people engaged and busy with this purposeless pursuit.
AI just made that process of churninng content speedier slicker.
But the chinks are showing.
The Leaders, engines, refineries  sit in Europe and Americas. The oil wells of data are china, India and Africa. Old story on repeat. If data is the new oil and AI is faster machinery that where is the oil coming from and who suffers from the waste of refinery ?

Tough questions, but answers are no where visible for now.
The same dilemma when plastics arrived, they will save wood, help humanity grow make world a better place.
The Pharma growth from paraffin wax to insecticides , pesticides, chemicals and ultimately medicines , all rooted in crude oil with initial belief to make world a better place, but here we are.

The challenge is not technology. its what developed world and humans do with it. The experience and knowledge of history is proof that we dont learn from our mistakes and tend to repeat them.
The way China spooked the OPEN AI with deepseek.
The way perplexity challenge the dominance of Google search browser with Comet.
The way hegemony of big four in every sector is being challenged as world shifts from globalization to glocalization, will be intresting play for AI.

Countries developing thier secured AI , LLMs , Chips, Hardware, Softwares, Ecosystems , Technology, Platforms. leading changing the game frequently at times disrupting it with amazing innovations, its crazy.

China, India, Europe, US. will create their closed systems, but will machines speak to each other ? will data bots exchange notes . Can chinese codes, speak to english or indian codes within codes ?

So as of 2025 AI was stuttering, amazing possibilities one day, lost opportunities the other. 2026 is the year when AI should get refresh, with fewer players, better use cases, clear cut revenue contribution, impact . Most importantly upgrade from a competition, job killer to an enabler and ally. 

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