Why This Isn’t the Dot-Com Bubble | Martin Casado on WSJ’s BOLD NAMES

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 today's tech giants with hundreds of billions on their balance sheets—and why a speculative valuation correction shouldn't be confused with systemic collapse. They also discuss where a16z sees opportunity in the "long tail" of AI companies beyond the state-of-the-art large language models.

Follow Martin Casado on X: https://twitter.com/martin_casado

Follow Christopher Mims on X: https://twitter.com/mims

Follow Tim Higgins on X:  https://twitter.com/timkhiggins

Check out WSJ’s Bold Names: https://www.wsj.com/podcasts/wsj-the-future-of-everything

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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

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