# AI Investment: Beyond the Dot-Com Bubble to Robotics

- Original post: https://www.twitter.com/i/status/2071631335836225751
- Source account: [@hamptonism](https://x.com/hamptonism)
- Source language: English
- Duration: 2:09
- Published: 2026-11-07
- Canonical URL: https://www.translate.mom/transcript/L6W5nM9Papb7/en/ai-investment-beyond-the-dot-com-bubble-to-robotics

## Transcript

[0:00](https://www.translate.mom/transcript/L6W5nM9Papb7/en/ai-investment-beyond-the-dot-com-bubble-to-robotics) I think this is like more than 10X, probably 50X bigger than dot-com.

[0:11](https://www.translate.mom/transcript/L6W5nM9Papb7/en/ai-investment-beyond-the-dot-com-bubble-to-robotics?t=11) So even dot-com, there was a bubble and burst, but then right after that, the peak of the, you know, dot-com bubble, the year two thousand, was not really a peak.

[0:23](https://www.translate.mom/transcript/L6W5nM9Papb7/en/ai-investment-beyond-the-dot-com-bubble-to-robotics?t=23) It was like a small hill. And it went down, but then it went much, much bigger with big profitable, you know, free cash flow.

[0:34](https://www.translate.mom/transcript/L6W5nM9Papb7/en/ai-investment-beyond-the-dot-com-bubble-to-robotics?t=34) So AI will be... This is a beginning and the future of the profit and growth opportunity is tremendous.

[0:44](https://www.translate.mom/transcript/L6W5nM9Papb7/en/ai-investment-beyond-the-dot-com-bubble-to-robotics?t=44) And so, so you're not concerned about a correction at this point?

[0:48](https://www.translate.mom/transcript/L6W5nM9Papb7/en/ai-investment-beyond-the-dot-com-bubble-to-robotics?t=48) There is always a correction, okay? Even year twenty twenty-nine there was a crash in the Wall Street.

[0:57](https://www.translate.mom/transcript/L6W5nM9Papb7/en/ai-investment-beyond-the-dot-com-bubble-to-robotics?t=57) That was basically because of electronics and motorization.

[1:03](https://www.translate.mom/transcript/L6W5nM9Papb7/en/ai-investment-beyond-the-dot-com-bubble-to-robotics?t=63) Now, if you look at the history, electronic and motorization, twenty-nine, nineteen twenty-nine it crashed, but went up and up many, many years for next hundred years after that.

[1:18](https://www.translate.mom/transcript/L6W5nM9Papb7/en/ai-investment-beyond-the-dot-com-bubble-to-robotics?t=78) So that kind of thing is going to happen.

[1:21](https://www.translate.mom/transcript/L6W5nM9Papb7/en/ai-investment-beyond-the-dot-com-bubble-to-robotics?t=81) There may be some correction, but that would be a best investment opportunity time to me, you know, if there is any correction.

[1:29](https://www.translate.mom/transcript/L6W5nM9Papb7/en/ai-investment-beyond-the-dot-com-bubble-to-robotics?t=89) So let's talk about that future then. Um, you've got a history of making very big investments.

[1:34](https://www.translate.mom/transcript/L6W5nM9Papb7/en/ai-investment-beyond-the-dot-com-bubble-to-robotics?t=94) We think about Alibaba, we think about the acquisition o-of Arm.

[1:38](https://www.translate.mom/transcript/L6W5nM9Papb7/en/ai-investment-beyond-the-dot-com-bubble-to-robotics?t=98) Um, you think about OpenAI now. All this has turned SoftBank into a, an AI platform playing across the whole stack of technology.

[1:46](https://www.translate.mom/transcript/L6W5nM9Papb7/en/ai-investment-beyond-the-dot-com-bubble-to-robotics?t=106) Um, what is the next area that excites you that you think the next trillion-dollar company's gonna come from?

[1:52](https://www.translate.mom/transcript/L6W5nM9Papb7/en/ai-investment-beyond-the-dot-com-bubble-to-robotics?t=112) Uh, physical AI. Robotics. Robotics. So are we talking here humanoid robotics, industrial robotics?

[1:59](https://www.translate.mom/transcript/L6W5nM9Papb7/en/ai-investment-beyond-the-dot-com-bubble-to-robotics?t=119) What specifically in robotics do you think is gonna be the big area?

[2:03](https://www.translate.mom/transcript/L6W5nM9Papb7/en/ai-investment-beyond-the-dot-com-bubble-to-robotics?t=123) Both with AI, you know, physical AI as a core.

[2:08](https://www.translate.mom/transcript/L6W5nM9Papb7/en/ai-investment-beyond-the-dot-com-bubble-to-robotics?t=128) Mm-hmm