The only problem is, similarity with dotcom might only go thus far. For example, dotcom bubble itself might not have a similar thing in the past at that time. This is because the overall world context is different and interaction of social, political and economic forces is different.

So, when people say something about future, they are looking into the past to draw some projections or similar trends, but they may be missing the change in the full context. The considered factors of demand and automation might be too few to understand the implications. What about political, social and economic landscape? The systems are not so much insulated to study using just a few factors.