Tech Bubble 2.0? I don't think so
davidtyleryork.tumblr.com
Tech Bubble 2.0? I don't think so
1–6 of 6 posts
Re: Tech Bubble 2.0? I don't think so
#2Looking forward to comments! please leave them here :)
Re: Tech Bubble 2.0? I don't think so
#31) "But as you already know, I am here to argue that this is not in fact a bubble."
So get on with it. Dump the first two paragraphs.
2) "First of all, most of the overheating is going on in private markets, and there are only a few companies that are considering IPOs that all have billions in revenue. Many posts have already been made to this effect, so I wont repeat them here."
How does this support your conclusion that we're not in a bubble?
3) "While the number of new startups has increased dramatically, their overall quality has not been significantly harmed."
Supporting evidence? You make this statement and then don't support it.
You didn't really convince me of anything, and didn't leave me feeling any more informed on the issue.
Re: Tech Bubble 2.0? I don't think so
#41) "But as you already know, I am here to argue that this is not in fact a bubble." So get on with it. Dump the first two paragraphs. 2) "First of all, most of the overheating is going on in private markets, and there are only a few companies that are considering IPOs that all have billions in revenue. Many posts have already been made to this effect, so I wont repeat them here." How does this support your conclusion…
1) Fair enough. I just liked setting up the story.
2) Well, I didn't define this in the article, but my definition of a bubble is a collapse of liquidity due to over-valuation and outright failure of companies. In this case, I don't feel like the over-valuation is as dangerous because the few startups that IPO will be successful, profitable companies for a long time. Also, companies that are likely to outright fail are much less likely to IPO nowadays.
3) I should have included more outright evidence, but just look at the tweets from #500Strong and '500Startups Demo Day' yesterday. They give very positive feedback about the companies launching there, and this is par for the course nowadays. Upwards of 20 companies launch at a given incubator's launch day (YC now has over 40), and almost always they are lauded more than criticized.
Thanks for the comments. This was great feedback.
Re: Tech Bubble 2.0? I don't think so
#51) "But as you already know, I am here to argue that this is not in fact a bubble." So get on with it. Dump the first two paragraphs. 2) "First of all, most of the overheating is going on in private markets, and there are only a few companies that are considering IPOs that all have billions in revenue. Many posts have already been made to this effect, so I wont repeat them here." How does this support your conclusion…
1) Fair enough. I just liked setting up the story. 2) Well, I didn't define this in the article, but my definition of a bubble is a collapse of liquidity due to over-valuation and outright failure of companies. In this case, I don't feel like the over-valuation is as dangerous because the few startups that IPO will be successful, profitable companies for a long time. Also, companies that are likely to outright fail a…
I wrote a post recently about fragmentation in the digital forensics community. One of the issues I raised was that we're less willing to call people, or companies, out for bad behavior, poor execution, etc. Is there any chance this is also true at launch days?
Are there any statistics on how those 20 companies are doing 30, 60, and 90 days out? If they had to present again to the same crowd 90 days later, how would they fare?
Re: Tech Bubble 2.0? I don't think so
#6Earlier quoted context omitted.
1) Fair enough. I just liked setting up the story. 2) Well, I didn't define this in the article, but my definition of a bubble is a collapse of liquidity due to over-valuation and outright failure of companies. In this case, I don't feel like the over-valuation is as dangerous because the few startups that IPO will be successful, profitable companies for a long time. Also, companies that are likely to outright fail a…
I wrote a post recently about fragmentation in the digital forensics community. One of the issues I raised was that we're less willing to call people, or companies, out for bad behavior, poor execution, etc. Is there any chance this is also true at launch days? Are there any statistics on how those 20 companies are doing 30, 60, and 90 days out? If they had to present again to the same crowd 90 days later, how would…
No idea, and that is a good point. I doubt all of these companies end up succeeding.
That said, I think that the majority of them simply lose their investors money, so it's not going to harm the economy at large.