Monthly Archives: April 2011

How You Will Know When We Are Actually in a Bubble

You’re probably wondering after reading my last post – if it’s so hard to tell if we’re in a bubble, and we’re not in one now, how can you be so sure?

Instead, I want you to ask yourself, what does every other large bubble throughout history have in common? Other than unchecked exuberance Continue reading

Bubblenomics: Round 1

Is it really 1998 all over again?  A lot has been written about a “new tech bubble” over the past couple of months and the chatter has been picking up steadily to the point where even the New York Times has joined in on the debate.  What’s going on here?

Setting the stage:

  • In the red corner, you’ve got the bubble-believers such as Steven Blank, many in the startup/tech community and every pundit who criticized Color’s $41mm funding round.
  • In the blue corner, we have the bubble-bashers like Ben Horowitz, Roger Ehrenberg, Chris Dixon and some other notable thought leaders.

What do you think?  Vote on the poll to the right and let’s see where the community actually stands.

At the end of round 1, Continue reading