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← The SpaceX IPO meets all the criteria for being a market bubble.
17 connected korrents · 17 moments from 4 Mar 2015 to 30 Oct 2026.
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venture capital Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Read this korrent: The SpaceX IPO meets all the criteria for being a market bubble. The SpaceX IPO meets all the criteria for being a market bubble. Last stated 5 months ago
5 Jun 2026
JB
Josh Brown — holds since 2026-06-05 — tap for who they are
Same subject: The AI bubble is going to pop soon and loudly. — tap to centre the map on it The AI bubble is going to pop soon and loudly. Last stated 3 weeks ago
13 Oct 2026
TB
Tim Bray — holds since 2026-10-13 — tap for who they are
Same subject: SpaceX is the most impressive company on Earth and will likely go down as the most consequential company of the age. — tap to centre the map on it SpaceX is the most impressive company on Earth and will likely go down as the most consequential company of the age. Last stated 2 months ago
15 Sept 2026
TL
Tobias Lütke — holds since 2026-09-15 — tap for who they are
Same subject: SpaceX and Tesla are merging. — tap to centre the map on it SpaceX and Tesla are merging. Last stated yesterday
30 Oct 2026
MS
M.G. Siegler — holds since 2026-10-30 — tap for who they are
Same subject: Most individual angel investors and equity crowdfunders are under water, because their investments have no liquidity. — tap to centre the map on it Most individual angel investors and equity crowdfunders are under water, because their investments have no liquidity. Last stated 12 years ago
4 Mar 2015
MC
Mark Cuban — holds since 2015-03-04 — tap for who they are
Same subject: A company with no pressing need for new capital has no reason to choose a traditional IPO over a direct listing. — tap to centre the map on it A company with no pressing need for new capital has no reason to choose a traditional IPO over a direct listing. Last stated 6 years ago
24 Aug 2020
BG
Bill Gurley — holds since 2020-08-24 — tap for who they are
Same subject: The AI build-out is not yet a bubble, because it lacks the self-reinforcing feedback loop that drove the railway and telecom manias. — tap to centre the map on it The AI build-out is not yet a bubble, because it lacks the self-reinforcing feedback loop that drove the railway and telecom manias. Last stated 2 years ago
13 Jan 2025
DO
Doug O'Laughlin — holds since 2025-01-13 — tap for who they are
Same subject: A product can be technically impressive yet fail because it launched before a real market for it existed. — tap to centre the map on it A product can be technically impressive yet fail because it launched before a real market for it existed. Last stated 2 months ago
11 Sept 2026
MS
M.G. Siegler — holds since 2026-09-11 — tap for who they are
Same subject: It is still early in AI go-to-market: the markets have not hardened and the good tools do not exist yet. — tap to centre the map on it It is still early in AI go-to-market: the markets have not hardened and the good tools do not exist yet. Last stated 10 months ago
1 Jan 2026
JL
Jason Lemkin — holds since 2026-01-01 — tap for who they are
Same subject: A "good business" now means one that can display quarter-on-quarter stock growth, not one that makes good products at a fair price. — tap to centre the map on it A "good business" now means one that can display quarter-on-quarter stock growth, not one that makes good products at a fair price. Last stated a year ago
21 May 2025
EZ
Ed Zitron — holds since 2025-05-21 — tap for who they are
Same subject: A high, stable dividend yield gives a stock's valuation a downside floor that growth stocks without dividends lack. — tap to centre the map on it A high, stable dividend yield gives a stock's valuation a downside floor that growth stocks without dividends lack. Last stated 8 months ago
3 Mar 2026
SB
Sanjay Bakshi — holds since 2026-03-03 — tap for who they are
Same subject: A society's prosperity comes from its productivity, not from the financial system or stock market. — tap to centre the map on it A society's prosperity comes from its productivity, not from the financial system or stock market. Last stated a month ago
25 Sept 2026
MM
Mr. Money Mustache — holds since 2026-09-25 — tap for who they are
Same subject: A first-time founder has an advantage over a repeat winner, because past success makes it too easy to raise money and hire against a big vision before there is product-market fit. — tap to centre the map on it A first-time founder has an advantage over a repeat winner, because past success makes it too easy to raise money and hire against a big vision before there is product-market fit. Last stated 5 months ago
14 Jun 2026
MP
Mark Pincus — holds since 2026-06-14 — tap for who they are
Same subject: A founder should take half the valuation if it buys all of the control, because the right to be wrong in your own way is what founding was for. — tap to centre the map on it A founder should take half the valuation if it buys all of the control, because the right to be wrong in your own way is what founding was for. Last stated 5 months ago
2 Jun 2026
MP
Mark Pincus — holds since 2026-06-02 — tap for who they are
Same subject: About 5% is the most common final ownership stake for the founder of a VC-funded startup that works out. — tap to centre the map on it About 5% is the most common final ownership stake for the founder of a VC-funded startup that works out. Last stated 3 months ago
18 Jul 2026
PL
Pieter Levels — holds since 2026-07-18 — tap for who they are
Same subject: “Why now?” is the wrong question to make a founder answer — the honest answer can simply be that you started now. — tap to centre the map on it “Why now?” is the wrong question to make a founder answer — the honest answer can simply be that you started now. Last stated 3 months ago
28 Jul 2026
BS
Blake Scholl — holds since 2026-07-28 — tap for who they are
Same subject: A belief nobody else shares is a warning, and a belief everybody shares is also a warning; the right number of people who agree with you is small but not zero. — tap to centre the map on it A belief nobody else shares is a warning, and a belief everybody shares is also a warning; the right number of people who agree with you is small but not zero. Last stated 3 months ago
28 Jul 2026
SA
Sam Altman — holds since 2026-07-28 — tap for who they are
Same subject: A business succeeds through a small number of highly effective distribution channels, not many mediocre ones. — tap to centre the map on it A business succeeds through a small number of highly effective distribution channels, not many mediocre ones. Last stated 3 years ago
17 Feb 2024
AW
Adam Wiggins — holds since 2024-02-17 — tap for who they are