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.”
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…”
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.”
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 …”