Divining the Sheep Entrails of the Tech Bubble
The Ancient Romans used a variety of divination methods to predict the future. My favorite was the way in which they would slaughter a Ram right before a major battle […]
Tag Archives: bubble
The Funded and The Dead
The Bay Area and the broader Tech Industry are currently operating in an inflationary phase. I know you hate the word ‘Bubble’, so I will not call it that, but […]
What is a Bubble? – My response to Ben Evans slide deck
Benedict Evans at Andreessen Horrowitz published a slide deck yesterday outlining his analysis showing that there is no ‘Bubble’ in tech. I read through the whole thing several times, and […]
The Shape of Bubbles – The Madding Crowd
When capital is cheap, as it is today, it can be very hard to determine if a business is burning cash because it is ‘investing’ so heavily or if it is stuck in an market with unsustainable economics.
This is not a post about Bubbles
This post is not about Bubbles, or the popping of Bubbles. If that were the subject, I would have to spend the first few hundred words arguing why I think […]