---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40116234.md"
description: "When a revolution of the magnitude of AI emerges, this anxiety is amplified—because it makes people feel &#34;this time is different, missing out this time means being permanently left behind.&#34;But in the middle to late stages of every technological revolution in history, there have been people who convinced themselves with the same words to go all-in on the final stretch, only to be buried.People in March 2000 also thought, &#34;The internet will definitely change the world, picking the right one means stepping up, missing out means a lifetime.&#34;They weren't wrong—the internet did change the world—but many of those who bought at the peak of Cisco, Nortel, and Lucent never broke even in their lifetime.&#34;The trend is right&#34; and &#34;buying at this position can make money&#34; are two different things. Confusing these two is the most dangerous product of this anxiety."
datetime: "2026-04-22T22:39:31.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40116234.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40116234.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40116234.md)
author: "[J.P. Yangan](https://longbridge.com/en/profiles/22053863.md)"
---

# When a revolution of the magnitude of AI emerges, …


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## Comments (3)

- **J.P. Yangan · 2026-04-22T22:47:08.000Z**: Here's a counterintuitive fact: the biggest beneficiaries of the internet revolution were either not listed at all or had just gone public around 2000. Amazon fell 90% in 2000 and was considered a junk stock at the time; Google didn't IPO until 2004; Facebook went public in 2012. The people who trul
  - **J.P. Yangan** (2026-04-22T22:51:36.000Z): Build positions in batches, always keep some ammunition.Don't mix the anxiety of &#34;what if I miss out&#34; and the risk of &#34;what if I buy the wrong thing&#34; in the same account; accept &#34;m
  - **J.P. Yangan** (2026-04-22T23:00:56.000Z): During the 2000 internet bubble, everyone was discussing &#34;picks and shovels&#34; companies like Cisco, Lucent, and Nortel. At the application layer, the talk was about Yahoo and AOL. The eventual 
