The signature keynote

This Time It Rhymes

The dotcom era, the AI cycle, and what leaders should take from both.

I built through the dotcom crash. I am building at the frontier of this one. This is what the last great technology cycle can tell your board about the one you are living through now.

1999to2026 · 45 to 60 minutes
The premise

History does not repeat. It rhymes.

Most rooms are stuck between the people insisting this changes everything and the people certain it is another bubble. Both are partly right. Knowing which part is where the value is, and that is a judgement you can only really make if you have seen a cycle turn before.

1999

What the dotcom era taught us

  • The technology was real and the timelines were wrong. The believers and the sceptics each had half of it.
  • Infrastructure got over built, then quietly became the thing everything else stood on.
  • The businesses that lasted were rarely the loudest ones in the room.
  • The crash did not end the internet. It cleared the field for the companies that understood it.
2026

What that tells us about now

  • The capability is real. The question worth your board's attention is timing, not whether.
  • The spend looks familiar. So do the claims, and so does the anxiety underneath both.
  • The winners will look ordinary from here, and obvious in hindsight.
  • The move is to build the muscle now, so you are ready when the field clears.
What the room leaves with

Four things, and a steadier conversation.

1
A clear read on which parts of this AI moment rhyme with the dotcom era, and which parts are genuinely new.
2
The signals that told us last time what would last and what would fold, and where to look for them now.
3
A way to make AI investment decisions that survives both the hype and the backlash that follows it.
4
Language to steady a room that is quietly anxious about whether any of this will hold.
A thread through the talk

Across two cycles I have watched who gets to build. The rooms that read the last shift best were rarely the ones that all looked the same.

Woven through the keynote, not printed on the poster.

Formats

The talk, or the talk plus the work.

The keynote

45 to 60 minutes · in person or virtual

  • Customised to your sector, audience and the decision your room is facing.
  • Works on a main stage, in a boardroom, or on a virtual broadcast.

Keynote and workshop

Keynote plus a half day · small group

  • The team turns the ideas into decisions they own, rather than notes they file.
  • Where most of the value lands, and simplest to arrange at booking.
About the talk

What people ask before they book it.

Is the talk optimistic or sceptical about AI? +
Neither, and that is the point. It treats the believers and the sceptics as each holding part of the answer, and gives the room a way to work out which part is which. Audiences tend to find that more useful than being told what to feel.
Will it land with a non technical audience? +
Yes, that is who it is built for. There is no jargon and no model architecture. It is a talk about judgement under uncertainty, told through a cycle most of the room lived through.
Can it be tailored to our sector? +
Every time. The spine of the talk holds, and the cases, the parallels and the closing questions are rebuilt around your industry and the decision in front of you.
Is there a workshop version? +
Yes. The keynote pairs with a half day leadership workshop where your team turns the ideas into a plan they own. Most clients find the bundle delivers the strongest return.

Book the talk your room needs.

Tell me about your event, your audience and the date. I will come back with how this keynote would be built for your room.

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