105: The Ghost of Dot-Com Past is Haunting AI Investors (Part 2)

We're continuing our deep-dive into one of the most fascinating moments in market history: the dot-com bubble - and what happened after it burst. [This is part 2; listen to episode 101 for part 1!] You’ve probably heard of companies like Pets.com, the infamous dot-com failure, and Amazon, which somehow survived a 90% stock collapse and went on to become one of the most powerful companies in the world. But what actually separated the companies that failed from the ones that survived? Jess Inskip walks us through the key lesson investors learned the hard way: growth alone isn’t enough. Companies need a real “path to profitability” and “free cash flow.” And here’s why this matters today:Every time a new AI breakthrough hits the market, whether it’s DeepSeek, Claude, or the next big model, investors start asking the same question they asked during the dot-com era: Who will actually survive this technological shift? Together we unpack:The rise and fall of Pets.com, the poster child of dot-com excessHow Amazon survived a 90% crash and became a dominant companyWhy investors became obsessed with free cash flow and burn rate after the bubbleHow the crash reshaped the tech industry and investing behaviorAnd why the ghost of the dot-com bubble is still haunting today’s AI boom If you want to understand why markets react the way they do to revolutionary technology, this episode will give you the historical context that is showing up in markets todaaayy! Make good choices. ;) Episode note:About 23 minutes in, Jess mentions "bar codes," but she meant "QR Codes" - FYI. ------------------------------------------------🌟 Send a question, leave a review, subscribe, follow & share!🙏⁠⁠Support the show⁠⁠💰🔗All Market MakeHer Links 🔗 ⁠⁠Market MakeHer ⁠⁠website⁠⁠⁠⁠ ⁠Subscribe to our Newsletter ⁠ Sponsorship Inquiries: ⁠[e-mail]⁠ Merch: https://shop.marketmakeherpodcast.com/ Instagram⁠⁠ ⁠⁠@marketmakeherpodcast⁠⁠⁠⁠TikTok⁠⁠ ⁠⁠@marketmakeher⁠⁠⁠⁠ Join the ⁠⁠ ⁠⁠FB Community⁠⁠⁠⁠👀 Watch us in action on our⁠⁠ ⁠⁠YouTube Channel⁠⁠⁠⁠ 👀✨ Follow Jess Inskip on⁠ ⁠TikTok⁠⁠ and⁠ ⁠Instagram⁠⁠ ✨✨ Follow Jessie DeNuit on⁠ ⁠TikTok⁠⁠ and⁠ ⁠Instagram⁠⁠ ✨ **Beware of imposters! We will never message you and ask you for money directly.** About Us 🌚🌞 Market MakeHer is an investing education podcast taught teacher-learner style by a 15-year finance expert, Jessica Inskip, to her very inquisitive beginner investor friend, Jessie DeNuit. We want to help you get better with your “finance-sis” (get it? No finance bros here). Our mission is to demystify the stock market and make financial literacy accessible to all self-directed investors! We believe that investing is for everyone and that's why we break down complex investing topics - from "Her" perspective. You’ll also learn about free tools and resources on our podcast and we offer a ton of free educational content on our ⁠website⁠ so you can become fin-fluent. Important Disclosures: Market MakeHer podcast provides financial literacy education. Tools and resources mentioned are for informational and educational purposes only. Remember, investing involves risk, and there's always a potential for losses when investing in securities. Market MakeHer LLC provides educational content and resources, but we are not registered financial advisors and do not provide personalized investment advice. Consult with a licensed financial advisor before making any investment decisions.