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GoldenTree’s Steven Tananbaum on why disruption moves at different rates

Goldman SachsSteven Tananbaum
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  • The dot-com era transitioned from a strong 1999 to a downturn beginning in early 2000, with instability intensifying during the summer of 2000.
  • New technological waves trigger broad market uncertainty regarding which sectors will be impacted, a pattern currently observed in the AI sector.
  • In the advertising sector, newspapers faced immediate concerns but required approximately four to five years (until 2005–2006) for the full disruptive impact to materialize.
  • TV programming and cable operators were also affected by the era's innovation yet remained a strong industry for an additional 15 years.