May 5, 2025· 55 min

Henry Blodget on AI, Dot-Coms, and What's Changed In 25 Years

Orality
Model
50%

Speaker Breakdown

HostTracy Alloway(2,363 words)
M:28%
HostJoe Weisenthal(935 words)
M:29%
GuestHenry Blodget(6,844 words)
M:28%

Oral Indicators

Agonistic52%
literally, completely, definitely
Engagement70%
you, our, your
Memory Aids100%
listen, now, so
Repetition100%
like (108x), it's (75x), think (70x)
Parallelism89%
And I'm Tracy Alloway...., But that's fine...., And for all the years we've do...
Sound Patterns49%
54 question(s), alliteration: "markets move", alliteration: "barclays brief"
Formulaic Phrases5%
you know what, i mean, so to speak

Literate Indicators

Hedging7%
maybe, probably, arguably
Passive Voice6%
be focused, was called, was surrounded
Abstract Nouns19%
investment, recommendation, comment
Subordination5%
because, while, whereas
Sentence Length29%
Avg: 12.3 words/sentence
Word Complexity47%
investment, analyze, anticipate
Academic Markers0%
Impersonal Style30%
767 personal pronouns found
Descriptive Style95%
literally, completely, recently

Description

What does history say about how big the AI boom can get, and who will ultimately win out? When does a boom turn into a bubble that turns into a bust? On this episode of the podcast, we speak to Henry Blodget, the founder of Business Insider (and Joe's old boss there). In the late '90s, Henry was one of the most well-known Wall Street analysts covering internet stocks, before the crash and recriminations, which ended up in his lifetime ban from the industry. His new project is a publication called Regenerator, which will again focus on business and tech. We discuss the state of the AI boom, and what lessons we can draw from the dot-com era. We also talk politics, what's changed on Wall Street over the last 25 years or so, and a bit on the state of the media business. Only Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox — now delivered every weekday — plus unlimited access to the site and app. Subscribe at bloomberg.com/subscriptions/oddlots See omnystudio.com/listener for privacy information.