I like this comparison. A ton of dotcom-era stuff was "the same tech, applied to different industries" - that's actually common for a lot of cycles, by nature. And there are going to be winners and losers, but it's likely you have a lot of application-specific winners that emerge (vs JUST OpenAI/MS/whoever) as well as a fleet of also-rans.

This also doesn't at all require ChatGPT to be the first step on a road to self-aware sentient AI or anything else like that - the tools being built today will already disrupt a lot of things enough to allow for new winners and losers.