Why This Isn't the Dot-Com Bubble | Martin Casado on WSJ's BOLD NAMES
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Wenbin Fang's Podcast Playlist · Andreessen Horowitz
Show Notes
Episode: Why This Isn't the Dot-Com Bubble | Martin Casado on WSJ's BOLD NAMES
Pub date: 2026-02-05
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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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