chris dixon: Giving up 1% of your marke
Instagram’s billion-dollar sale to Facebook raised eyebrows Monday, renewing cries of a new tech bubble. But relative to other major acquisitions, turns out it’s a pretty good deal and not the least bit inflationary.
Instagram's Buyout: No Bubble to See Here
chris dixon: Bubble? Price/Earning rat
chris dixon: Everyone talking about a b
Y Combinator's Graham Doesn't See `Bubble' in Technology: Video
Marc Andreessen Says There’s No Bubble. But He’s Happy if You Think There Is. – AllThingsD
Marc Andreessen doesn’t buy the bubble talk. Which is fortunate, since he’s in the business of investing in the kind of companies that tend to generate some of the bubble talk. But even if you think Andreessen’s just talking his book, it’s certainly worth listening to him talk. Here’s the case he laid out at D9 Wednesday night:
Marc Andreessen on the Dot-Com 'Bubble'
Contrary to all the recent hype about a bubble, you’ve said that tech companies are actually undervalued. So in true 1999 fashion, should I take my life savings out of mutual funds and toss it into tech stocks? I’m certainly not an investment adviser, but on a 30-year basis, these things are cheap.
By Venture Capital Dispatch For those who say the current buzz around hot technology companies is reminiscent of the weeks and months just before the dot-com bust, Peter Thiel has a message: It’s not even close. “It doesn’t feel anything like that,” the longtime investor told Stacey Delo of the Wall Street Journal Digital Network in an interview.
Peter Thiel Knows Bubbles, And This Is ‘Not A Bubble’ - Venture Capital Dispatch
Debating the Tech Bubble with Steve Blank: Part II
This post originally appeared as my rebuttal to my friend Steve Blank’s opening statement in our debate in The Economist. In reading my friend Steve Blank’s arguments, I found the bubble definition quite compelling: “A tech bubble is the rapid inflation in the valuation of public and private technology companies that exceeds their fundamental value by a large margin.”
Thiel: Tech Bubble? What Tech Bubble?
special mention to @chris for this one :) by Jun 8
Professional networking trailblazer and billionaire Reid Hoffman yesterday downplayed talk of another Internet bubble, saying he believes in the promise of technology to continually deliver innovation. “I certainly don’t have skepticism,” Hoffman, the co-founder of LinkedIn, told the Herald yesterday following a 90-minute talk at MIT organized by the university’s Media Lab. “On the bubble side, I think that everyone is really into these companies because there’s clear potential.”
LinkedIn CEO: No Web bubble
The Endless Bubble Debate: Kedrosky Vs. Wadhwa
By Josh Rampant speculation.
Tech Boom or Bubble? Take a Look at the Data!
When a member of the old guard barges into their cozy backyard, the Digerati jump up and strike indignant poses. And when the intruder’s point is missed, its author gets crucified. This is what happened to Bill Keller, the New York Times’ executive editor, when he dared to write a column critical of Twitter. In short, Keller’s well-documented piece, titled “The Twitter Trap“, contends the medium’s shallowness encourages superficial exchanges to the detriment of in-depth discussions.
says who? Someone who said FB would never make any money in 2008? I wouldn't bet so quickly against people like KPCB... by May 31
"Officially, Twitter has 200 million users and is valued $3.7bn valuation. Now, let’s get back to Earth. Over the last 18 months, traffic has stayed flat. " by May 30
No. At least that is the conclusion of PricewaterhouseCoopers in their latest Valuation Index. The “are-we-or-aren’t-we” question comes up so often now that it is almost becoming an act of pure faith.
Are We In an Internet Bubble? Part 94 - Tech Europe
What Year Is It? Try 1996...
Posted by Tom Foremski - April 26, 2011 History does not repeat itself but it does rhyme, as Mark Twain noticed. So as this current Internet boom builds momentum, and acquires some of the characteristics of the 1990s' boom-to-bubble years, at what stage are we in? What's the year?
We’re In The Middle Of A Terrible Blubble!
If you’re an early stage venture capitalist or angel investor there is no time like the present to declare a bubble, say valuations are out of control and predict the demise of the tech industry in the very near future. Since they’re in the business of buying low and selling high, any angle that suggests that the buy price should be even lower sounds great to them. If there’s any evidence of said bubble all the press will eat it up. Mostly because they were out buying Internet stocks in 2000 instead of doing their jobs and reporting on the fairly obvious signals that the Nasdaq was about to implode. They won’t get caught with their pants down and their hand out again.
In all the posts over the past year or so outlining my thoughts on the financing and valuation environment in the internet sector, I've avoided using the word Bubble. It is intentional. For me Bubble will always be inexorably linked to what went down in 1999 and 2000 in the internet sector. And I agree with Mike Arrington that what is going on now is different. I do not think we are in a Bubble per se. That is why I don't use the word.
The Word Bubble
Henry Blodget: Here's my take on the "tec
Robert Scoble: Contrarian view: what if t
Are we in a tech bubble? Yes. When will it burst? I have no idea, and neither does anyone else. Mike Arrington, founder of Techcrunch, has a great story today "We're In A Terrible Blubble".
Tech bubbles, tides, and earthquakes - What you should know
IS THERE A NEW TECH BUBBLE? No. But There Are Other Things To Worry About...
Options and Startup Common Equity Value (Bubble Talk) - Continuations
I Encourage Entrepreneurs To Ignore The Word “Bubble”
“Double, double toil and trouble; Fire burn, and caldron bubble.” – Macbeth Every time I hear the word “bubble” I think of that quote from Macbeth. I also think of Tulip Mania and the South Sea Company which purportedly was the source of the concept of an economic bubble. And then I remember Charles Mackay’s classic book “Extraordinary Popular Delusions & the Madness of Crowds.”
Are We in a Bubble?
Is There a New Technology Bubble? Ben Horowitz Doesn't Think So. | Ben Horowitz | Voices | AllThingsD
Veteran Investor Defends Start-Up Boom
Veteran VC says 'no bubble" in Silicon Valley
Lee Hower - Blog - Boom or Bubble Redux
Empirical data from Crunchbase
Interview: Index Ventures Says This Is Not a Bubble: Tech News and Analysis «
Are we in a bubble? « The Equity Kicker
Cloud Computing Bubble Looks Like Dot-Com Bubble, Warns UBS
Is this the start of the second dotcom bubble? | Business | The Observer
It’s Not a Bubble, People; It’s a Pyramid Scheme
Y Combinator founder: there is no tech bubble
Froth or famine?
What factors led to the bursting of the Internet bubble of the late 90's
(Founder Stories) Fred Wilson On Frothy Valuations
Why Social Gaming Is No Bubble - Tech Europe
Will there be a tech sector crash in the near future
Doesn’t feel like a bubble
Venture Capitalist: Cloud Bubble Has Arrived (But Don't Panic)
(1) While the value of social networking and mobile app startups is getting insane, what could make the second dotcom bubble burst, and when
(1) Is there another dot-com bubble building right now
Silicon Valley Bubble Shows Signs of Reinflating
Xmas 2009: Are Startups Getting Crazy, Or Just IPO Crazy?
Xmas 2010: It’s A Mad, Mad, Mad, Mad, Mad App World
Ten Years After the Dot Com Bust, Tech Is Booming Again
Why Google Dropped Groupon and Local Just Doesn't Scale - Advertising Age - Digital
(1) Is Path's launch evidence of a second dot-com bubble
2011 preview: The internet peak comes into view - tech - 28 December 2010
2011 preview: The internet peak comes into view - image 2 - tech - 28 December 2010