There was a recent Bezos talk about the fact that (much like the dot-com) we've overspending on infrastructure that'll bubble and implode but then we'll have all this amazing infra for companies to build off of... but the process of that overspend and implosion is essentially a massive debt erasure - a lot of people are currently propping up this market with their capital and the companies they're propping up will collapse and those obligations liquidated - and that will result in massive society-wide pain. We may end up in a better place for the next generation because of this investment - but if you're a retail investor don't expect your 401k accounts to weather that burst gracefully... and, unlike the boomers, this will largely hit Millenials and Gen Z both of whom are currently under massive financial stress.