CNBC · 13 Oct, 18:38 · Business briefing

I was one of the biggest shareholders in this tech stock in the 1990s. I'm bullish again because of AI

A prominent investor, who previously held significant stakes in technology equities during the 1990s boom, has publicly reaffirmed a bullish stance on the sector.

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The briefing

The story
in brief.

What happened, who it affects, and why it landed on our intelligence desk — in plain English, sixty seconds or less.

A prominent investor, who previously held significant stakes in technology equities during the 1990s boom, has publicly reaffirmed a bullish stance on the sector. This renewed optimism is explicitly attributed to the transformative potential of artificial intelligence and economic promise of contemporary AI technologies. The commentary suggests a historical parallel between the current AI revolution and the dot-com era, indicating that long-term market participants view artificial intelligence as the primary catalyst for sustained technological growth and investment value in the modern economy.

Employer demand for AI Strategy skills — indexed growth since 2019
Indicative index of skill mentions in professional job postings for the field this story moves (2019 = 1)

Your move

What this means
for your career.

Every headline redistributes opportunity. Here is who this one rewards — and how to be on the right side of it.

You must recognise that AI is no longer a peripheral tool but the central driver of economic value. Professionals in data science, engineering, and strategic management are seeing immediate demand, while those in traditional roles must urgently upskill. You should focus on understanding how AI integrates with your specific industry, rather than viewing it as an abstract concept. Prioritise courses that bridge technical capability with business strategy. If you are in leadership, you need to articulate AI’s ROI clearly. For individual contributors, mastering AI-augmented workflows is now essential for career resilience. Stop treating AI as optional; start treating it as your new baseline competency. Your next move should be to identify one high-value task in your current role and determine how AI can enhance or automate it, thereby demonstrating immediate, tangible value to your organisation.

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Indicative salary uplift in the fields matched to this story
Indicative ranges from published continuing-education salary studies, by field — each field is a recommended course below

Matched to this story

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