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Bubble

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Oct 31, 2025 by Ben Horowitz · across every show →

Everything said about Bubble, oldest first

Oct 31, 2025
Insight
Horowitz: Financial bubbles require universal belief that no bubble exists
“A bubble is a psychological phenomenon as much as anything, and in order to get to a bubble, everybody has to believe it's not a bubble.”
Ben Horowitz Oct 31, 2025 ▶ 23:12 Marc Andreessen and Ben Horowitz on the State of AI
Nov 26, 2025 positive
Insight
Practical timeless content creates far more VC value than bubble commentary
“The ones that have depth that the entrepreneurs can like take something from and that is somewhat timeless, way more important than are we in a bubble or are we not in a bubble?”
Margit Wennmachers Nov 26, 2025 ▶ 23:18 The Secret Marketing Strategy That Built a16z: From Zero to Legendary VC Firm
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