> The .com bubble was largely companies with no business, unchanged revenue but still having massive swings in price in private and public markets.
There also were companies like Sun and Cisco who had real, roaring business and lots of revenue that depended on loose start-up purse-strings, and VC exuberance...
Sun and Cisco both survived the .com bust, but were never the same, nor did theu ever reach their high-water marks again. They were shovel-sellers, much like Amazon and Nvidia in 2025.
For sure but unlike then we are in a very different buying environment. Investors are more discerning even though folks here would like tot think differently. Cisco had something at peak like a 179x pe. That is a vastly different world than what we see Nvidia at today. I am not saying it cannot fail or collapse but to say this feels like the .com bubble is wrong.
Or yahoo- they were the premier sellers of ad space online (like google today) and made a lot of money from over-funded tech companies overpaying for online advertising during the boom years.