Last year, I made a pre-game prediction: if we saw ads promoting AI, the bubble was going to pop within 12-18 months.

we didn’t get any AI super bowl ads last year. I’ve seen two already in just the first quarter.

February 09, 2026 - 00:30 UTC

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now this prediction is based on nothing more than two data points: the Dot Com crash of 1999/2000, and the crypto crash of .. whenever that was? both of which happened within a year of their respective superbowl blitzes.
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my reasoning is simple: the superbowl represents the last, best hope for greater fools. if a superbowl ad—something seen by nearly everybody—isn’t enough to become sustainable, you’re dead.

good riddance to bad rubbish.
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