Bubble

also referred to as: bubbles

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Sep 11, 2025 by Ben Horowitz · across every show →

Everything said about Bubble, oldest first

Sep 11, 2025 neutral
Insight
Horowitz: A market is not in a bubble if everyone thinks it is
“The one thing about bubbles is anytime everybody thinks it's a bubble, it's not a bubble because in order for it to bubble, you need capitulation in that you need kind of everybody to believe it's not a bubble because then the prices really go out of control. …”
Ben Horowitz Sep 11, 2025 ▶ 58:00 $46B of hard truths: Why founders fail and why you need to run toward fear | Ben Horowitz (a16z)
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