Dot Com
topic on 7 shows · 9 statements across 8 episodes
BG2 Pod 
We Live to Build 
the Official SaaStr Podcast 
Invest Like the Best 
Capital Allocators 
the a16z Podcast 
TBPN
9 statements about Dot Com, every show
David George: Earnings Multiples Remain Well Below Dot-Com Bubble Levels
“So the earnings multiples are higher than average, but nowhere near the dot com.”
David George: Tech CapEx relative to revenue is lower than dot-com levels
“So relative to the dot com, CapEx is actually supported by cash flows, and CapEx as a percentage of revenue Is considerably lower.”
Escobari: AI wave is healthier than dot-com because Big Tech funds capex
“The biggest difference relative to railroads and dot com, Is the funds are coming from really rich companies. The magnificent six who are printing money out of their dominant positions are reinvesting a lot of this money into the capex that's powering all this…”
AI Investment Hype Is Nearing Dot-Com 'Lightbulb' Bubble Levels
“When I was running my company's internet, you know, you could put dot com on a light bulb and people would give you money. You know, and it's, we're not too far away from that in AI.”
Giffon: Rapidly Cropping Up Startup Categories Rarely Form the Permanent Equilibrium
“I can't think of an example where like a whole class of businesses have cropped up, grown immensely quickly, and then kind of just been the new equilibrium. You know, that, that's certainly not what happened in the dot com. There's some exceptions, but in gene…”
Zorub: Extreme mega-cap tech concentration will eventually trigger bad investor decisions
“What's so insidious, I think about what is potentially going on and having lived through this in the late nineties with.com is the concentration of that kind of performance. And so few securities, it really will ignite fear of missing out or fear of lagging. A…”
Patel: Inflation-adjusted private capital at dot-com peak exceeded today's levels
“At the peak of the dot com, you know, especially once you inflation adjust it the private capital entering the space was much larger than it is today”
Deeter: The 2020 market crash is the fastest 30% decline in history
“This by contrast is the fastest 30% plus decline by the broad market in history. I mean, this beats the great depression, the oh, wait, the dot com, et cetera.”
Rampell: Adding '.com' to company names raised stocks 74% in 1998
“In the 1998 and 1999, it turned out if you were a public company and you added dot com to your name, you didn't do anything else. Your earnings didn't change. Nothing changed. You just added dot com to your name. Your stock price would go up by 74%.”