Internet Bubble

topic on 4 shows · 4 statements across 4 episodes

the Official SaaStr Podcast Capital Allocators Big Technology 20VC

4 statements about Internet Bubble, every show

Lee: Dot-Com Recession Would Have Been Mild Without 9/11
“The reason we had a bigger recession after that was because of nine 11, but it really would have been a mild recession.”
Tom Lee Jun 25, 2025 ▶ 17:33 Tom Lee: Decoding the AI Trade, Bitcoin Predictions & What an AI Black Swan Event Might Look Like
20VC Prediction Not checkable as stated
Ed Sim: AI hype mirrors dot-com bubble and $100M seed portfolios will fail
“I just think that this is just like I saw in the internet bubble. Everything had a .com on it back in it, because I saw that. I lived through that shit. And we're gonna see the same thing. There are gonna be some massive companies built, no doubt, but it's not…”
Ed Sim Oct 27, 2023 ▶ 26:09 Ed Sim: Why Seed Has Never Been More Competitive & Why Pricing Has Never Been Higher | E1076 · 20VC with Harry Stebbings
SAASTR Assertion Not checkable as stated
Kellogg: Only startups that raised huge pre-crash rounds survived 2002
“In 2002, there were only two types of startups in existence. Those that had raised a large amount of money at a ridiculous valuation prior to April 2001, or dead. There was no other type of startup in 2002, when the internet bubble burst.”
Dave Kellogg Sep 3, 2023 ▶ 0:33 "The Top 5 Questions Every CEO Wrestles With Dave Kellogg, ex-CEO Host Analytics": SaaStr Classic
CAPITAL ALLOCATORS Assertion Partly supported
Kayden: Post-dot-com and GFC downturns produced the best venture vintages
“The last time we had a significant correction in venture post the collapse of the internet bubble and people stopped investing in venture, those ended up being the best vintages, particularly, you know, some of the investments that were made during the global …”
Joelle Kayden Feb 27, 2023 ▶ 8:07 Venture Capital Panel – Beezer Clarkson, Chris Douvos, and Joelle Kayden (Capital Allocators, EP.299)

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