If you think we’re in an AI bubble, think again, especially if you’re in e-commerce

We’ve seen bubbles before. The dot-com crash wiped out overhyped companies overnight and erased trillions in paper wealth.

But it also left behind the digital infrastructure, from broadband and servers to payment rails, that built modern e-commerce as we know it. Without that bubble, there’d be no Amazon, Shopify or seamless online checkout.

The same thing happened with biotech in the ’90s. Most investors lost money, but society gained life-saving drugs and the foundations of modern healthcare innovation.

That’s the difference between financial bubbles and industrial ones. Financial bubbles, like 2008, destroy value. Industrial bubbles, however messy, leave behind tools, technology and infrastructure that move the world forward.

AI is now in its own industrial bubble. Every idea is being funded, good or bad. Valuations make no sense. Yet the hype doesn’t mean the tech isn’t real, because it absolutely is.

And for e-commerce, AI isn’t just a feature. It’s the foundation of what comes next, powering personalisation, dynamic pricing, logistics, inventory and customer experience.

The market may be a voting machine in the short term, but in the long term, it’s a weighing machine. Your job isn’t to chase hype. It’s to build something that will still matter when the dust settles.

We’re living through another golden age: AI, automation, robotics and space tech. Just like electricity or the internet, these are tools that create abundance.

So don’t worry about whether we’re in a bubble. Focus on the fundamentals. Focus on building something that lasts, something real.

Author

Ai Base Network (ABN), ABN ASIA was founded by people with deep roots in academia, with work experience in the US, Holland, Hungary, Japan, South Korea, Singapore, and Vietnam. ABN Asia is where academia and technology meet opportunity. With our cutting-edge solutions and competent software development services, we're helping businesses level up and take on the global scene. Our commitment: Faster. Better. More reliable. In most cases: Cheaper as well.

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