Bubble, Bubble, Toil and Trouble: A Collection of Bubble Commentary
Shriram Bhashyam | April 13, 2015
There's been a lot of talk about a tech bubble. It started in earnest about a year ago, as public tech stocks (and the Nasdaq) took a hit, and Box's IPO went into purgatory. Since that time, the Nasdaq has recovered, private valuations have risen across stages, and, yes, Box went public. We thought it would be useful to have a single collection of all the major discussion pieces around the tech bubble in one place. So here you go...
Bill Gurley of Benchmark addresses early
fears over a tech bubble and suggests the correct investment
temperament for taking advantage of the situation. [1/24/14]
Kanyi Maqubela of Collaborative Fund re-evaluates the meaning of "tech" in discussing whether we're in a bubble. [3/31/14]
Dave Crowder argues why it's not like 1999. [4/7/14]
EquityZen's Phil Haslett discusses the slump in public tech stocks and its implications for private markets. [4/18/14]
Sam Altman (Y Combinator) examines the potential pitfalls of high
valuations and gives founders advice on managing their behaviors in
light of the increased availability of capital.
Bill Gurley suggests that we are not in a
valuation bubble, but in a risk bubble. [2/25/15]
Lou Kerner of the Social Internet Fund weighs in on the tech bubble debate by comparing
and contrasting data from the ’99-’00 tech bubble with
today’s data. [March, 2015]
We're in a bubble worse than 2000, according to Mark Cuban. [3/4/15]
Bill Gurley gets back on the "risk bubble"
soap box at SXSW. [3/15/15]
Academic Aswath Damodaran tests Mark Cuban's bubble thesis. [3/20/15]
A data-driven counterpoint to Bill Gurley is proffered by Ben
Narasin of TriplePoint Ventures. [3/21/15]
Sam Altman chimes in with some thoughts
and a wager on his YC portfolio.
Sam Altman takes his message to the masses on CNBC.
Brooklyn Bridge Ventures’ Charlie O’Donnell
maintains that, if we are in a tech bubble, many of today’s unicorns would survive
through the inevitable downturn.
Dave McClure of 500 Startups focuses the discussion on public company Dinosaurs and how Unicorns will eat their lunch. [4/11/15]
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Did we miss an important piece of the discussion? Please share in the comments.
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