Dotcom bubble 2.0 - 2011, the next dotcom bust?

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chris dixon: Giving up 1% of your marke

<img class="size-full wp-image-49305" title="a0713dfa6afe11e1a87612313804ec91_7" src="http://www.wired.com/images_blogs/business/2012/04/a0713dfa6afe11e1a87612313804ec91_7.jpg" alt="" width="612" height="612" /> Instagram’s billion-dollar sale to Facebook raised eyebrows Monday, renewing cries of a new tech bubble.

http://www.wired.com/business/2012/04/opinion-baio-instagram-trend/

Instagram's Buyout: No Bubble to See Here

Facebook buys Instagram

chris dixon: Bubble? Price/Earning rat

chris dixon: Everyone talking about a b

Y Combinator's Graham Doesn't See `Bubble' in Technology: Video

http://allthingsd.com/20110601/marc-andreessen-says-theres-no-bubble-but-hes-happy-if-you-think-there-is/

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 .

http://blogs.wsj.com/venturecapital/2011/08/04/peter-thiel-knows-bubbles-and-this-is-not-a-bubble/

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.”

There has been lots of chatter about a technology bubble in Silicon Valley. LinkedIn’s initial public offering , Groupon’s upcoming I.P.O. and bloated start-up investments and valuations are bringing back painful memories of the dot-com bubble’s burst roughly a decade ago. David Paul Morris/Bloomberg News Peter Thiel says the technology industry is missing a key component for a bubble: the ability for the public to invest money.

Thiel: Tech Bubble? What Tech Bubble?

special mention to @chris for this one :) by PED 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.”

http://bostonherald.com/business/technology/technology_news/2011/07/linkedin_co_founder_no_web_bubble

LinkedIn CEO: No Web bubble

http://techcrunch.com/2011/07/15/bubble-debate-kedrosky-wadhwa/

With valuations for tech companies going through the roof from Facebook on down to Dropbox , the endless bubble debate sees no end . Paul Kedrosky and Vivek Wadhwa recently got into it on Bloomberg West TV . Professor Wadhwa thinks it will all end badly with Grandma losing her piggy bank. Kedrosky points out that bubbles usually occur at the tail end of a market run-up, and he predicts we have at least a good 4 to 5 years left for this one.

The Endless Bubble Debate: Kedrosky Vs. Wadhwa

By Josh Rampant speculation.

https://feefighters.com/blog/ff_infographic/tech-boom-or-bubble-lets-look-at-the-data/index.html

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.

Trifling Twitter

says who? Someone who said FB would never make any money in 2008? I wouldn't bet so quickly against people like KPCB... by PED 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 chris May 30

By Ben Rooney No. At least that is the conclusion of PricewaterhouseCoopers in their latest Valuation Index.

Are We In an Internet Bubble? Part 94 - Tech Europe

This Tech Bubble Is Different

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.