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BUZZING· 70%29m·2026-02-05·Technology
BUZZING· 70%29m·2026-02-05·TechnologyWhy This Isn't the Dot-Com Bubble | Martin Casado on WSJ's BOLD NAMES
The a16z Show · 1031
Christopher Mims and Tim Higgins of the Wall Street Journal sit down with a16z General Partner Martin Casado on WSJ’s Bold Names to ask whether the AI spending boom is a bubble waiting to burst. Martin explains why the fundamentals differ dramatically from the dot-com era—when WorldCom had $40 billion in debt versus…
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