Bubble

  • Are Tech Companies Overvalued? | TC Disrupt NY 2014

    Are Tech Companies Overvalued? Top Investors Think So

    Is Winter coming? It’s already here, according to VCs like Fred Wilson of Union Square Ventures and John Lilly of Greylock. We asked some of the world’s most respected tech investors about “the bubble” at TechCrunch Disrupt NY. The consensus? Public tech company valuations soared too close to the sun, and the correction is now dragging down fundraising and IPO potential… Read More

  • The Secret Bubble

    The Secret Bubble

    There are a couple of kinds of ‘bubbles’ that we talk about in tech. The most prominent is the ‘money bubble’, which posits that companies and investors are riding a wave of faux optimism when it comes to the worth of technology. This is the other kind. Read More

  • The Social Web Will Help Protect Us From Another Dot-Com Fizzle

    The Social Web Will Help Protect Us From Another Dot-Com Fizzle

    You’ve all heard stories about the infamous dot-com bubble burst of the early aughts. It wasn’t pretty, a lot of people lost a lot of money – and their livelihoods to boot. There will always be talk of whether we are close, or ever could get close, to a similar situation again. I spent some time with an early employee of… Read More

  • Double Hubble Bubble Trouble

    Double Hubble Bubble Trouble

    OK, now I’m worried. Here’s why: Lo these many years ago, in the long-gone spring of 1996, I set out to San Francisco to make my software fortune, armed with a freshly minted degree from Canada’s finest technical university. The second of the interviews I’d arranged via email–itself a radical notion, then–consisted mostly of playing Doom with my… Read More

  • More Evidence There’s No Bubble: VC Investments Were Flat in Q2

    More Evidence There’s No Bubble: VC Investments Were Flat in Q2

    Dow Jones VentureSource released its second quarter numbers for the venture industry today, and there’s a reason they’re not dominating the headlines. They’re pretty boring: Overall investors put $8 billion into 776 deals in the US in the second quarter, a decrease of 5% in terms of invested cash and 2% in terms of deals. The median amount raised per deal was $5.2 million… Read More

  • The Endless Bubble Debate: Kedrosky Vs. 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… Read More

  • On Bubbles … And Why it Will All be Fine

    On Bubbles … And Why it Will All be Fine

    Editor’s Note: This is a guest post by (@msuster) Mark Suster, a 2x entrepreneur, now VC at GRP Partners. Read more about Suster at Bothsidesofthetable Bubble. There, I said it. We’re definitely in some stage of it – whether early in the cycle or the end of it nobody can say. And it will all be fine. People get too worked up over the word. I’m no great scholar on… Read More

  • Is The World Crazy For Bitcoin, Or Has The Bitcoin World Gone Crazy?

    Is The World Crazy For Bitcoin, Or Has The Bitcoin World Gone Crazy?

    I last wrote about Bitcoin less than a month ago. (If you’re one of the people who admitted in comments “I still don’t get it,” here’s a terrific and detailed explainer from The Economist.) Since then the value of Bitcoins has quadrupled—and then halved. The founder of Sweden’s Pirate Party moved all his savings into Bitcoin (which disappoints me; I… Read More

  • Benchmark Capital's Stand: We Will Never Do a Seed or Late Stage Fund

    Benchmark Capital's Stand: We Will Never Do a Seed or Late Stage Fund

    Editor’s Note: This is part two in an in-depth series exploring the ramifications of the explosion of late stage capital being raised by the Valley’s elite venture firms. For part one, go here. In the mid-2000s when nearly every top venture capital firm was expanding to India and China, Benchmark Capital did not share its peers’ worldly ambitions. In fact, while the firm… Read More

  • Angel-Turned-VC Mike Maples: Yes, There’s a Bubble

    Angel-Turned-VC Mike Maples: Yes, There’s a Bubble

    The dreaded “B” word is on the tip of many tongues these days. Are we or aren’t we in a bubble? Everybody has an opinion. Yes, Facebook’s valuation lingers around $50 billion, Zynga’s is close to $10 billion, and Twitter is valued at $4.5 billion with comparatively tiny revenues. But do these soaring valuations a bubble make? A couple of weeks ago, Eric… Read More

  • A de-Lane Hartwell-ized Bubble video for your edification

    So here’s the reworked version of the Richter Scales “Bubble” without an image by Lane Hartwell hidden cleverly inside. My opinion, if you care, is that she shouldn’t put her stuff on Flickr if she doesn’t want it to be ganked. And, as Scoble wrote: “I think it really is lame to take pictures of people (who don’t get a cut of the profits) at… Read More