So what did they do that was crazy long bad bet .com?

Windows ME leaps to mind. Internet Explorer giving up enormous market share to Chrome and Netscape. Fumbling Search for twenty years. Take your pick

What does this have to do with Tech bubble vs AI bubble?

The Tech Bubble was largely small cap startups. AI is prevailing B2B and SaaS.

Also “bubble” only means something in hindsight. You keep saying AI is going to crash. Where’s the crash? I’ve been reading this prediction for half a decade