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![_AlbertAlan Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::936831203872718849.png) Albert Alan [@_AlbertAlan](/creator/twitter/_AlbertAlan) on x 2796 followers
Created: 2025-07-21 07:02:16 UTC

I get the concern, but comparing today’s market to the dot-com era isn’t apples to apples. Back then, companies like Webvan hit $8.5B on just $400K in revenue. eToys had an $8B valuation with only $30M in revenue. reached $4B with zero revenue. and Similar stories — huge valuations, no sustainable business models.

Today’s AI leaders may look expensive on P/E, but they’re backed by real revenue, global scale, and far more disciplined capital allocation. The speculation exists, but the fundamentals are vastly different. 

What do you think? Do you agree?


XXXXX engagements

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**Related Topics**
[$4b](/topic/$4b)
[$30m](/topic/$30m)
[$8b](/topic/$8b)
[$400k](/topic/$400k)
[$85b](/topic/$85b)

[Post Link](https://x.com/_AlbertAlan/status/1947190371504758807)

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_AlbertAlan Avatar Albert Alan @_AlbertAlan on x 2796 followers Created: 2025-07-21 07:02:16 UTC

I get the concern, but comparing today’s market to the dot-com era isn’t apples to apples. Back then, companies like Webvan hit $8.5B on just $400K in revenue. eToys had an $8B valuation with only $30M in revenue. reached $4B with zero revenue. and Similar stories — huge valuations, no sustainable business models.

Today’s AI leaders may look expensive on P/E, but they’re backed by real revenue, global scale, and far more disciplined capital allocation. The speculation exists, but the fundamentals are vastly different.

What do you think? Do you agree?

XXXXX engagements

Engagements Line Chart

Related Topics $4b $30m $8b $400k $85b

Post Link

post/tweet::1947190371504758807
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