Tech Market
topic on 5 shows · 12 statements across 12 episodes
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12 statements about Tech Market, every show
Gerstner: Tech companies will return to going public at $1B-$5B valuations
“I actually think the public markets may be shifting back in this direction. And a lot of the companies in our portfolios are now thinking about going public at a billion or three billion or five billion. We had this period of a decade where Andreessen was real…”
The current AI market cycle resembles 1996 or 1997, not a bubble
“And don't get me wrong, I'm still, like, incredibly bullish on the market and AI. I think we're much more at, like, 96 or 97”
Terry: Current tech downturn is unprecedented for experienced workers
“The difference is that we were a much smaller industry then, and people had been in web jobs only for a couple of years, where now we've got people who are in jobs for 1015 or more years in tech who have never seen a downturn, have never seen a market like thi…”
George: Tech market leaders capture the vast majority of market cap
“We actually think most many or most tech markets play out in market cap in a similar way where the leader captures the vast majority of the market cap creation.”
Loverro: Current tech downturn hangover will be worse than 2008 GFC
“In the lead up to the great financial crisis mortgages were going bananas. You had LBOs going bananas. Investors and venture weren't to the same degree. You didn't see companies in the public markets in tech or the privates trading at You know, hundreds of tim…”
Gurley: 2021 tech market resembles 1999 dot-com bubble more than 2016
“Compared where we were to the dot-com bubble five years ago, and I have a little bit of a chicken little reputation issue here, but things are clearly more like 99 today than they were five years ago”
Evans: Real tech competition redefines business models, ignoring antitrust market definitions
“The big strategic competition in these markets is not someone who's in your market that fits an antitrust lawyer's definition of your market. The competitive threat is from somebody who changes the whole fucking business into something else, or offers your cus…”
Thiel: Modern Tech Frenzy Is Nothing Compared to March 2000
“I don't think we are, but I think compared it's nothing compared to what it was at that time.”
Danny Shader: Tech market boom will end badly for overconfident workers
“I think this party ends and it will have an ugly end and I'll, and there will be people who have an expectation for what their lifestyle will be and have dialed in a bunch of very important life decisions to that who are going to not be happy with what happens…”
Consumer private equity has half the volatility of tech
“In addition to that, this is an asset class that's not correlated with the overall economy and has half the volatility of the tech market.”
Eric Paley says tech founders and investors are currently overconfident
“I think in really good times, you feel extremely, you know, probably People feel a little overconfident. Right now, it's probably one of those times”