Comment Comment by hnburnsy Pets.com→ChewyWebvan → Instacart, DoorDash, Amazon FreshKozmo.com → Postmates, Uber Eats, GopuffBoo.com (fashion) → Farfetch, Net-a-Porter, ASOSBroadcast.com → YouTube, Netflix, TwitchThe dot-com bubble didn’t prove the internet was a fad — it proved the internet was inevitable, but the valuations assumed adoption would happen in 2 years instead of 15–20. To me it feels like the AI inevitability will be much quicker. parent hnburnsy 11 months ago
Webvan → Instacart, DoorDash, Amazon Fresh
Kozmo.com → Postmates, Uber Eats, Gopuff
Boo.com (fashion) → Farfetch, Net-a-Porter, ASOS
Broadcast.com → YouTube, Netflix, Twitch
The dot-com bubble didn’t prove the internet was a fad — it proved the internet was inevitable, but the valuations assumed adoption would happen in 2 years instead of 15–20. To me it feels like the AI inevitability will be much quicker.